Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACLX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-ADVISOR CLASS) | 5.62% | 14.29% | 13.20% | 5.14% | 8.42% | 9.41% | 8.47% | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACLX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-ADVISOR CLASS) | 03/08/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 14.29 | 13.20 | 5.14 | 8.42 | 9.41 | 8.47 | … | … | 5.62 | 12.12 | 12.22 | 18.54 | -18.70 | 8.91 | 10.06 | 24.21 | 0.39 | 14.95 | 7.88 | 5.12 | 11.78 | 22.06 | 14.34 | 2.91 | 13.75 | 32.69 | -27.39 | 4.29 | 14.17 | 4.77 |
| Sharpe Ratio | NA | 1.76 | 1.18 | 0.22 | 0.54 | NA | NA | … | … | 1.50 | 0.86 | 1.12 | 1.79 | -1.06 | 0.76 | 0.39 | 2.87 | -0.10 | 3.68 | 0.90 | 0.54 | 1.64 | 3.18 | 1.87 | 0.18 | 1.17 | 1.70 | -0.92 | 0.12 | 1.60 | 0.50 |
| Standard Deviation(%) | NA | 7.40 | 8.91 | 12.25 | 12.73 | NA | NA | … | … | 8.78 | 10.77 | 7.70 | 8.38 | 19.04 | 11.72 | 25.23 | 7.94 | 9.66 | 3.90 | 8.51 | 9.44 | 7.19 | 6.93 | 7.72 | 15.91 | 11.70 | 19.17 | 30.66 | 9.64 | 6.77 | 6.89 |
| Draw Down(%) | NA | 6.33 | 9.47 | 25.39 | 26.88 | NA | NA | … | … | 6.33 | 9.47 | 3.36 | 6.63 | 19.51 | 9.40 | 26.88 | 3.64 | 10.74 | 1.44 | 6.61 | 6.92 | 4.67 | 3.11 | 6.30 | 14.53 | 10.25 | 19.68 | 41.04 | 7.12 | 5.51 | 4.79 |
| Yield(%) | 0.00 | 8.67 | 8.25 | 4.65 | 5.75 | 7.33 | 6.85 | … | … | 0.00 | 9.00 | 10.51 | 4.52 | 1.09 | 0.69 | 0.96 | 6.61 | 6.72 | 7.02 | 3.38 | 9.22 | 10.08 | 6.60 | 6.42 | 1.33 | 1.92 | 2.53 | 2.44 | 7.73 | 11.44 | 3.83 |
Data as of 06/04/2026, Common starting date is 03/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACLX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-ADVISOR CLASS) |
-8.95%
Feb 2006 – Feb 2009 |
2.53%
Sep 2006 – Sep 2011 |
6.96%
Oct 2013 – Oct 2023 |
7.07%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACLX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-ADVISOR CLASS) |
22.90%
Feb 2009 – Feb 2012 |
19.85%
Feb 2009 – Feb 2014 |
14.50%
Feb 2009 – Feb 2019 |
11.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart