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T. Rowe Price Small-Cap Value Z (TRZVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.92-0.41 (-0.78%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.27%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (4 Jul 2024)26.48%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.48%
Worst 3-yr total return5.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRZVXCategory
YTD0.85%20.19%
1-month-1.15%0.02%
3-month-3.14%4.36%
1-year9.43%60.18%
3-year-0.08%11.32%
5-year7.42%13.88%
10-year7.35%11.19%
Last bull market24.23%27.98%
Last bear market-13.28%-24.08%

Annual total return (%) history

Year
TRZVXCategory
2024
N/AN/A
2023
13.08%N/A
2022
-17.90%N/A
2021
26.48%N/A
2020
N/A10.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.11%-3.14%N/AN/A
20230.33%3.87%-4.26%13.34%
2022-7.06%-13.28%-2.81%4.81%
202112.70%5.34%1.63%4.83%
202021.27%5.47%28.42%N/A

Rank in category (by total return)

YTD70
1-month32
3-month46
1-year63
3-year61
5-year67

Load adjusted returns

1-year9.43%
3-year-0.08%
5-year7.42%
10-year7.35%