Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TQSAX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) | 11.80% | 26.82% | 19.06% | 10.40% | 12.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TQSAX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) | 03/01/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | 26.82 | 19.06 | 10.40 | 12.04 | NA | NA | … | … | 11.80 | 12.43 | 16.00 | 21.42 | -13.38 | 21.58 | 11.38 | 29.81 | -11.16 | 15.61 | 23.15 |
| Sharpe Ratio | NA | 1.45 | 0.87 | 0.41 | 0.51 | NA | NA | … | … | 1.42 | 0.46 | 0.78 | 1.04 | -0.59 | 1.29 | 0.29 | 2.19 | -0.77 | 1.57 | 2.12 |
| Standard Deviation(%) | NA | 16.61 | 18.06 | 19.50 | 20.44 | NA | NA | … | … | 19.21 | 20.76 | 15.91 | 17.23 | 25.09 | 16.75 | 38.80 | 12.93 | 16.32 | 9.59 | 13.18 |
| Draw Down(%) | NA | 10.41 | 23.89 | 23.89 | 40.71 | NA | NA | … | … | 10.41 | 21.57 | 8.40 | 13.32 | 22.12 | 7.85 | 40.71 | 5.89 | 23.23 | 4.55 | 6.79 |
| Yield(%) | 0.00 | 0.82 | 3.97 | 3.42 | 3.66 | 2.67 | 2.00 | … | … | 0.00 | 0.81 | 6.89 | 3.37 | 4.81 | 1.37 | 0.59 | 1.21 | 1.56 | 0.64 | 0.59 |
Data as of 06/05/2026, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQSAX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) |
-2.27%
Mar 2017 – Mar 2020 |
5.44%
Sep 2017 – Sep 2022 |
12.35%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQSAX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) |
21.19%
May 2023 – May 2026 |
16.56%
Mar 2020 – Mar 2025 |
12.43%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart