Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TQSMX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) | 11.90% | 28.08% | 19.66% | 10.86% | 12.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TQSMX (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 | 28.08 | 19.66 | 10.86 | 12.43 | NA | NA | … | … | 11.90 | 13.55 | 16.34 | 21.72 | -13.07 | 21.85 | 11.68 | 30.19 | -10.89 | 15.93 | 23.55 |
| Sharpe Ratio | NA | 1.54 | 0.91 | 0.43 | 0.53 | NA | NA | … | … | 1.43 | 0.52 | 0.80 | 1.06 | -0.58 | 1.30 | 0.29 | 2.20 | -0.76 | 1.60 | 2.14 |
| Standard Deviation(%) | NA | 16.55 | 18.02 | 19.48 | 20.44 | NA | NA | … | … | 19.17 | 20.72 | 15.86 | 17.24 | 25.09 | 16.73 | 38.80 | 13.03 | 16.25 | 9.60 | 13.27 |
| Draw Down(%) | NA | 10.38 | 23.81 | 23.81 | 40.66 | NA | NA | … | … | 10.38 | 21.52 | 8.41 | 13.27 | 21.97 | 7.86 | 40.66 | 5.88 | 23.18 | 4.55 | 6.77 |
| Yield(%) | 0.00 | 2.11 | 4.77 | 3.95 | 4.33 | 3.16 | 2.37 | … | … | 0.00 | 2.09 | 7.13 | 4.01 | 4.97 | 1.71 | 0.90 | 1.53 | 1.84 | 0.88 | 0.99 |
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 |
|---|---|---|---|---|
| TQSMX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) |
-2.00%
Mar 2017 – Mar 2020 |
5.73%
Sep 2017 – Sep 2022 |
12.75%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQSMX (T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQUITY FUND T. ROWE PRICE QM U.S. SMALL & MID-CAP CORE EQ) |
21.80%
May 2023 – May 2026 |
16.88%
Mar 2020 – Mar 2025 |
12.83%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart