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PRWCX: T. Rowe Price Capital Appreciation (MUTUAL FUND)
Basic Info 38.33 0.25(0.65%) July 30
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/30/1986 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 7.95% |
| Expenses | 0.72% |
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Performance Analytics (As of 07/30/2021)
| 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(%) | -0.3 | 12.4 | 26.1 | 16.8 | 14.1 | 13.1 | 9.5 | 6.5 | 18.2 | 24.6 | 0.6 | 15.4 | 8.2 | 5.4 | 12.3 | 22.4 | 14.7 | 3.2 | 13.8 | 33.0 | -27.9 | -0.9 | 5.3 | 4.5 | 13.0 | 25.0 | -1.0 | 7.7 | 15.3 | -5.4 | -10.1 | 1.7 | 5.9 | 13.0 | -4.4 | 11.2 | 3.4 | 10.4 | -7.8 | 3.8 | 13.9 | -15.7 | 8.5 |
| SR | NA | 2.95 | 2.82 | 1.03 | 1.05 | 1.11 | NA | 0.35 | 0.74 | 2.94 | -0.07 | 3.76 | 0.94 | 0.57 | 1.7 | 3.24 | 1.92 | 0.2 | 1.17 | 1.72 | -0.94 | -0.36 | 0.19 | 0.32 | 1.52 | 2.59 | -0.16 | 0.68 | 1.07 | -0.62 | -0.77 | -0.13 | 0.22 | 1.04 | -0.75 | 1.57 | 0.13 | 0.59 | -1.17 | -0.11 | 0.7 | -1.04 | 1.16 |
| DD(%) | NA | 2.9 | 5.1 | 26.9 | 26.9 | 26.9 | NA | 45.1 | 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 | 9.7 | 8.7 | 5.0 | 4.8 | 8.6 | 16.9 | 9.3 | 7.3 | 15.1 | 17.7 | 12.9 | 9.2 | 8.2 | 9.9 | 4.3 | 6.0 | 11.3 | 15.9 | 17.5 | 6.7 | 26.0 | 5.6 |
| SD(%) | NA | 7.6 | 9.3 | 15.6 | 12.7 | 11.5 | NA | 12.9 | 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 | 10.8 | 10.8 | 7.2 | 7.9 | 9.4 | 13.1 | 8.0 | 10.5 | 13.9 | 17.4 | 14.3 | 10.9 | 8.8 | 9.8 | 5.7 | 7.5 | 11.3 | 11.1 | 16.7 | 13.2 | 18.8 | 11.8 |
| TR | NA | 0.32 | 0.31 | 0.15 | 0.13 | 0.12 | NA | 0.05 | 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 | -0.04 | 0.02 | 0.02 | 0.12 | 0.26 | -0.02 | 0.15 | 0.42 | -0.28 | -0.29 | -0.05 | 0.05 | 0.22 | -0.14 | 0.2 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.04 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | 0.01 | -0.01 | 0.0 | 0.03 | 0.0 | -0.03 | -0.02 | 0.0 | 0.01 | 0.02 | 0.03 | 0.03 | 0.05 | -0.04 | -0.07 | -0.02 | 0.0 | 0.01 | -0.01 | 0.03 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.7 | 0.84 | 1.08 | 1.06 | 1.07 | NA | 0.9 | 1.13 | 1.06 | 0.96 | 0.87 | 1.05 | 1.05 | 1.04 | 0.96 | 1.02 | 1.15 | 1.08 | 1.13 | 1.28 | 0.99 | 0.95 | 0.99 | 0.98 | 0.94 | 0.86 | 0.37 | 0.26 | 0.31 | 0.47 | 0.39 | 0.43 | 0.41 | 0.52 | 0.45 | 0.76 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.64 | 0.72 | 0.91 | 0.9 | 0.92 | NA | 0.5 | 0.93 | 0.9 | 0.95 | 0.79 | 0.92 | 0.94 | 0.93 | 0.91 | 0.94 | 0.97 | 0.96 | 0.96 | 0.96 | 0.72 | 0.36 | 0.8 | 0.75 | 0.89 | 0.84 | 0.33 | 0.13 | 0.07 | 0.11 | 0.09 | 0.12 | 0.08 | 0.15 | 0.22 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1986
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