Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TQSIX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) | 12.05% | 27.46% | 19.62% | 10.91% | 12.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TQSIX (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 (%) | -2.21 | 27.46 | 19.62 | 10.91 | 12.56 | NA | NA | … | … | 12.05 | 12.95 | 16.54 | 21.99 | -12.97 | 22.12 | 11.92 | 30.43 | -10.76 | 16.10 | 23.65 |
| Sharpe Ratio | NA | 1.78 | 0.99 | 0.46 | 0.55 | NA | NA | … | … | 1.95 | 0.49 | 0.81 | 1.07 | -0.58 | 1.32 | 0.30 | 2.23 | -0.75 | 1.60 | 2.16 |
| Standard Deviation(%) | NA | 16.27 | 18.03 | 19.44 | 20.41 | NA | NA | … | … | 18.93 | 20.72 | 15.89 | 17.24 | 25.08 | 16.68 | 38.80 | 12.98 | 16.26 | 9.68 | 13.16 |
| Draw Down(%) | NA | 10.41 | 23.76 | 23.76 | 40.65 | NA | NA | … | … | 10.41 | 21.49 | 8.40 | 13.27 | 21.89 | 7.82 | 40.65 | 5.87 | 23.05 | 4.54 | 6.77 |
| Yield(%) | 0.00 | 1.49 | 4.63 | 3.96 | 4.40 | 3.22 | 2.41 | … | … | 0.00 | 1.48 | 7.27 | 4.19 | 5.20 | 1.93 | 0.90 | 1.61 | 1.98 | 1.04 | 1.08 |
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 |
|---|---|---|---|---|
| TQSIX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) |
-1.82%
Mar 2017 – Mar 2020 |
5.94%
Sep 2017 – Sep 2022 |
12.87%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQSIX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) |
21.76%
May 2023 – May 2026 |
17.11%
Mar 2020 – Mar 2025 |
12.95%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart