Nasdaq - Delayed Quote USD

T. Rowe Price New Era I (TRNEX)

37.67
+0.29
+(0.78%)
At close: 8:02:17 PM EDT

Fund Summary

The fund will normally invest a minimum of two-thirds of its assets in the common stocks of natural resource companies. The earnings and tangible assets of natural resources companies may benefit from periods of accelerating inflation. It also invests in other growth companies that the adviser believes have strong potential for earnings growth but do not own or develop natural resources.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.51%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return 1.51%
5y Average Return 13.70%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
TRNEXCategory AverageTRNEXCategory AverageTRNEXCategory Average
Alpha -5.79 -0.07 1.3 -0.05 -4.52 -0.08
BETA 0.93 0.01 0.94 0.01 1.09 0.01
Mean Annual Return 0.4 0.01 1.18 0.01 0.46 0
R-squared 53.31 0.81 59.35 0.74 67.22 0.71
Standard Deviation 19.59 0.26 18.52 0.22 19.62 0.22
Sharpe Ratio 0.01 0 0.61 0.01 0.18 0
Treynor Ratio -1.95 0.08 11 0.09 1.51 0.03

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