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PRSVX T. Rowe Price Small-cap Value Fund

Over the last 15 years (2011-082026-09), $10,000 invested in PRSVX with dividends reinvested grew to $21,4475.16% a year — with a worst peak-to-trough fall of -38.63%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
5.16%
Volatility (annualized)
19.21%
Worst drawdown
-38.63%
Sharpe ratio
0.27

About PRSVX

T. Rowe Price Small-Cap Value Fund is a mutual fund focused on achieving long-term capital growth by investing primarily in U.S. small-cap companies that appear undervalued relative to their fundamentals. Employing an actively managed approach, the fund targets businesses with comparatively low price-to-earnings, price-to-book, and price-to-cash-flow ratios, seeking stocks that do not reflect their underlying intrinsic value. The portfolio is broadly diversified, typically holding several hundred stocks, and emphasizes companies with solid financial characteristics. Notably, its holdings often include financial services, real estate, and energy sectors among others, reflecting a value-oriented strategy. The fund’s performance is benchmarked against the Russell 2000 Value Index, underscoring its focus within the small-cap value segment of the equity market. Having launched in 1988, it plays a significant role in providing investors exposure to the growth potential of smaller, undervalued U.S. companies, while managing risk through diversification and disciplined valuation criteria.

Put PRSVX to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

PRSVX — T. Rowe Price Small-cap Value Fund: returns, risk & backtest · Informed Portfolio