T Rowe Price Fund Manager Performance Evaluation
| PRDSX Fund | USD 42.66 0.13 0.31% |
The entity has a beta of 0.97, which indicates possible diversification benefits within a given portfolio. T Rowe returns are very sensitive to returns on the market. As the market goes up or down, T Rowe is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days T Rowe Price has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more1 | Is T. Rowe Price QM US Small Cap Growth Equity a Strong Mutual Fund Pick Right Now - Yahoo Finance | 02/14/2025 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.8000 |
PRDSX |
T Rowe Relative Risk vs. Return Landscape
If you would invest 5,062 in T Rowe Price on November 29, 2024 and sell it today you would lose (796.00) from holding T Rowe Price or give up 15.73% of portfolio value over 90 days. T Rowe Price is currently producing negative expected returns and takes up 1.3191% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than PRDSX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
T Rowe Current Valuation
Undervalued
Today
Please note that T Rowe's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. T Rowe Price has a current Real Value of $43.65 per share. The regular price of the fund is $42.66. We determine the value of T Rowe Price from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will draw towards each other.
Since T Rowe is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PRDSX Mutual Fund. However, T Rowe's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 42.66 | Real 43.65 | Hype 42.66 | Naive 43.1 |
The intrinsic value of T Rowe's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence T Rowe's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of T Rowe Price helps investors to forecast how PRDSX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of T Rowe more accurately as focusing exclusively on T Rowe's fundamentals will not take into account other important factors: T Rowe Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.2129
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PRDSX |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average T Rowe is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of T Rowe by adding T Rowe to a well-diversified portfolio.
T Rowe Fundamentals Growth
PRDSX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PRDSX Mutual Fund performance.
| Price To Earning | 3.98 X | ||||
| Price To Book | 3.66 X | ||||
| Price To Sales | 1.63 X | ||||
| Total Asset | 3.82 B | ||||
About T Rowe Performance
Evaluating T Rowe's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if T Rowe has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if T Rowe has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities issued by small-cap U.S. growth companies. The advisor defines small-cap growth companies as those whose market capitalization, at the time of purchase, falls within the range of companies in the MSCI US Small Cap Growth Index, an index designed to capture the securities of small-cap companies exhibiting overall growth style characteristics in the U.S.Things to note about T Rowe Price performance evaluation
Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for T Rowe Price help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| T Rowe Price generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Is T. Rowe Price QM US Small Cap Growth Equity a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund maintains 99.54% of its assets in stocks |
- Analyzing T Rowe's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether T Rowe's stock is overvalued or undervalued compared to its peers.
- Examining T Rowe's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating T Rowe's management team can have a significant impact on its success or failure. Reviewing the track record and experience of T Rowe's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of T Rowe's mutual fund. These opinions can provide insight into T Rowe's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in PRDSX Mutual Fund
T Rowe financial ratios help investors to determine whether PRDSX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PRDSX with respect to the benefits of owning T Rowe security.
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