Find A Portfolio/Ticker
Comparison Box
PRWCX: T. Rowe Price Capital Appreciation (MUTUAL FUND)
Basic Info 33.96 0.07(0.21%) January 15
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/30/1986 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.72% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.4 | -0.4 | 15.3 | 13.0 | 14.2 | 12.0 | 9.8 | 10.9 | 18.2 | 24.6 | 0.6 | 15.4 | 8.2 | 5.4 | 12.3 | 22.4 | 14.7 | 3.2 | 14.1 | 33.0 | -27.2 | 4.6 | 14.5 | 6.9 | 15.3 | 25.5 | 0.5 | 10.3 | 22.2 | 7.1 | 5.8 | 16.2 | 16.8 | 22.6 | 3.8 | 15.7 | 9.4 | 21.6 | -1.2 | 21.4 | 17.0 | -11.5 | 8.5 |
| SR | NA | -1.13 | 0.62 | 0.76 | 1.04 | 1.0 | NA | 0.79 | 0.74 | 2.93 | -0.07 | 3.78 | 0.94 | 0.57 | 1.7 | 3.24 | 1.92 | 0.2 | 1.2 | 1.72 | -0.91 | 0.16 | 1.67 | 0.68 | 1.84 | 2.64 | -0.04 | 1.06 | 2.13 | 0.54 | 0.35 | -6.24 | 2.57 | 5.19 | 0.18 | 3.24 | 1.36 | 2.58 | -0.73 | 2.32 | 1.0 | -0.97 | 1.16 |
| DD(%) | NA | 1.4 | 26.9 | 26.9 | 26.9 | 26.9 | NA | 41.8 | 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 | 8.3 | 4.5 | 3.5 | 1.7 | 5.0 | 1.8 | 3.3 | 3.7 | 15.9 | 4.6 | 6.2 | 23.3 | 5.6 |
| SD(%) | NA | 9.3 | 24.2 | 15.7 | 12.8 | 11.5 | NA | 11.2 | 24.2 | 7.9 | 9.7 | 3.9 | 8.5 | 9.4 | 7.2 | 6.9 | 7.7 | 15.9 | 11.7 | 19.1 | 30.6 | 9.6 | 6.8 | 6.9 | 7.8 | 9.4 | 12.9 | 7.7 | 8.5 | 7.1 | 6.9 | 6.2 | 5.1 | 3.6 | 4.6 | 4.2 | 5.1 | 6.9 | 8.9 | 6.8 | 12.3 | 16.0 | 11.8 |
| TR | NA | -0.12 | 0.13 | 0.63 | 0.65 | 0.39 | NA | 0.18 | 0.16 | 6.26 | -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 | 0.73 | 0.12 | 0.05 | -0.79 | 0.29 | 0.44 | 0.02 | 0.28 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.08 | 0.0 | 0.04 | 0.04 | 0.03 | NA | 0.03 | 0.0 | 0.08 | 0.0 | 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 | 0.01 | -0.01 | -0.08 | 0.04 | 0.04 | 0.02 | 0.04 | 0.03 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.9 | 1.13 | 0.19 | 0.21 | 0.3 | NA | 0.49 | 1.13 | 0.04 | 0.72 | 0.87 | 1.05 | 1.05 | 1.04 | 0.96 | 1.02 | 1.15 | 1.08 | 1.13 | 1.28 | 1.03 | 0.97 | 1.0 | 1.0 | 0.94 | 0.86 | 0.37 | 0.25 | 0.33 | 0.47 | 0.49 | 0.45 | 0.43 | 0.49 | 0.48 | 0.47 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.6 | 0.94 | 0.18 | 0.19 | 0.27 | NA | 0.36 | 0.94 | 0.07 | 0.73 | 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 | 0.62 | 0.7 | 0.54 | 0.49 | 0.59 | 0.47 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1986
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- DGIFX (Disciplined Growth Investors) 0.59% (100%)
- NAINX (Virtus Tactical Allocation A) 0.54% (100%)
- LMRNX (Legg Mason Inv Counsel Social Aware I) 0.45% (100%)
- ITRIX (ING T. Rowe Price Cap Apprec Port I) 0.19% (99%)
- PRWCX (T. Rowe Price Capital Appreciation) 0.21% (99%)
- AIGPX (Allianz AGIC Income & Growth P) 0.52% (99%)
- FBAKX (Fidelity Balanced K) 0.63% (99%)
- VALIX (Value Line Income & Growth) 0.91% (99%)
- CFIZX (Columbia Flexible Capital Income Z) 0.54% (99%)
- PACLX (T. Rowe Price Capital Appreciation Adv) 0.18% (98%)
Best ETFs
* Day change on 01/15/2021.Best Closed End Funds
- ERH (Wells Fargo Advantage Util & High In) 0.55% (45%)
- HTD (JHancock Tax-Advantaged Dividend Inc) 0.28% (24%)
- ZTR (Zweig Total Return Common) 0.0% (6%)
Latest Articles Related to PRWCX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments