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PRWCX: T. ROWE PRICE CAPITAL APPRECIATION FUND (MUTUAL FUND)
Basic Info 34.84 0.15(0.43%) March 17
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/16/1986 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 10.20% |
| Expenses | 0.98% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/16/1986 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 0.6 | 9.0 | 8.7 | 14.0 | 10.4 | 11.1 | 9.6 | 11.4 | 12.5 | 18.9 | -12.0 | 18.5 | 18.1 | 24.6 | 0.6 | 15.3 | 8.2 | 5.4 | 12.1 | 22.4 | 14.7 | 3.2 | 14.1 | 33.1 | -27.2 | 4.6 | 14.6 | 6.9 | 15.3 | 25.5 | 0.5 | 10.3 | 22.1 | 7.1 | 5.8 | 16.3 | 16.9 | 22.6 | 3.8 | 15.7 | 9.4 | 21.7 | -1.2 | 26.1 | 20.4 | 2.8 | 12.7 |
| Sharpe Ratio | NA | -0.21 | 0.26 | 0.38 | 0.75 | 0.73 | NA | NA | 0.76 | 0.77 | 1.75 | -0.78 | 2.44 | 0.74 | 2.93 | -0.07 | 3.75 | 0.94 | 0.57 | 1.68 | 3.23 | 1.91 | 0.2 | 1.2 | 1.73 | -0.91 | 0.17 | 1.68 | 0.68 | 1.84 | 2.64 | -0.05 | 1.05 | 2.14 | 0.56 | 0.11 | 2.07 | 2.62 | 5.27 | 0.18 | 3.29 | 1.39 | 2.63 | -0.74 | 0.89 | 1.33 | -0.11 | 2.46 |
| Draw Down(%) | NA | 4.5 | 4.5 | 15.5 | 17.1 | 26.9 | NA | NA | 41.8 | 3.3 | 6.6 | 16.9 | 3.0 | 26.9 | 3.6 | 10.7 | 1.4 | 6.5 | 6.9 | 4.6 | 3.1 | 6.3 | 14.5 | 10.2 | 19.6 | 41.0 | 7.1 | 5.5 | 5.0 | 4.8 | 8.6 | 16.9 | 9.3 | 7.3 | 5.5 | 15.3 | 4.5 | 3.5 | 1.7 | 5.0 | 1.8 | 3.3 | 3.7 | 15.9 | 14.1 | 6.2 | 17.2 | 4.8 |
| Standard Deviation(%) | NA | 9.3 | 8.1 | 11.6 | 13.7 | 11.8 | NA | NA | 12.0 | 7.7 | 8.4 | 17.1 | 7.6 | 24.2 | 7.9 | 9.7 | 3.9 | 8.5 | 9.5 | 7.2 | 6.9 | 7.7 | 15.9 | 11.7 | 19.1 | 30.7 | 9.7 | 6.8 | 6.9 | 7.8 | 9.4 | 12.9 | 7.7 | 8.4 | 6.9 | 23.4 | 6.1 | 5.1 | 3.6 | 4.5 | 4.1 | 5.0 | 6.8 | 8.8 | 23.1 | 11.8 | 11.3 | 10.4 |
| Treynor Ratio | NA | -0.02 | 0.03 | 0.05 | 0.1 | 0.09 | NA | NA | 0.1 | 0.08 | 0.18 | -0.13 | 0.24 | 0.16 | 0.22 | -0.01 | 0.17 | 0.08 | 0.05 | 0.12 | 0.23 | 0.14 | 0.03 | 0.13 | 0.29 | -0.22 | 0.02 | 0.12 | 0.05 | 0.14 | 0.26 | -0.01 | 0.22 | 0.75 | 0.12 | 0.07 | 0.24 | 0.26 | 0.37 | 0.02 | 0.3 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.01 | 0.02 | 0.02 | 0.01 | NA | NA | 0.02 | 0.01 | 0.02 | 0.03 | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | 0.01 | -0.01 | 0.0 | 0.03 | 0.01 | -0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.04 | 0.04 | 0.07 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.01 | 0.03 | 0.02 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.84 | 0.76 | 0.93 | 1.01 | 1.01 | NA | NA | 0.91 | 0.76 | 0.83 | 1.04 | 0.78 | 1.13 | 1.06 | 0.96 | 0.88 | 1.05 | 1.06 | 1.04 | 0.96 | 1.02 | 1.15 | 1.08 | 1.13 | 1.28 | 1.03 | 0.97 | 1.0 | 0.99 | 0.94 | 0.86 | 0.37 | 0.24 | 0.32 | 0.37 | 0.53 | 0.5 | 0.51 | 0.54 | 0.46 | 0.56 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.82 | 0.9 | 0.89 | 0.9 | NA | NA | 0.57 | 0.82 | 0.87 | 0.95 | 0.76 | 0.93 | 0.91 | 0.95 | 0.79 | 0.92 | 0.94 | 0.93 | 0.91 | 0.94 | 0.97 | 0.96 | 0.96 | 0.96 | 0.95 | 0.91 | 0.89 | 0.8 | 0.88 | 0.85 | 0.36 | 0.17 | 0.26 | 0.03 | 0.74 | 0.6 | 0.59 | 0.66 | 0.45 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 10.2 | 7.4 | 10.6 | 8.6 | 10.3 | 8.9 | N/A | 10.6 | 4.7 | 7.6 | 10.1 | 8.7 | 6.9 | 7.0 | 7.3 | 3.7 | 9.4 | 10.3 | 6.8 | 6.7 | 1.6 | 2.2 | 2.8 | 2.6 | 8.0 | 11.6 | 4.0 | 3.9 | 2.2 | 3.5 | 5.2 | 10.3 | 12.3 | 15.8 | 14.4 | 11.0 | 9.6 | 8.2 | 4.5 | 6.0 | 10.7 | 6.5 | 21.7 | 6.4 | 18.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 155.2 | -1.8 | 52.8 | 92.5 | 63.9 | N/A | N/A | 155.2 | -49.9 | -17.7 | 25.4 | 49.5 | -8.1 | 2.6 | 109.8 | -62.8 | -5.7 | 70.1 | 10.8 | 321.2 | -17.5 | 0.0 | -23.1 | -68.5 | -30.1 | 206.5 | 13.2 | 112.5 | -37.3 | -30.1 | -42.5 | -22.1 | -29.7 | 11.5 | 38.7 | 29.3 | 11.5 | 103.9 | -22.7 | -38.3 | 52.9 | -69.0 | 283.1 | -70.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/1986
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