Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-ADVISOR CLASS) | 11.60% | 27.55% | 22.69% | 13.26% | 15.22% | 14.24% | 11.17% | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY 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 (%) | 0.29 | 27.55 | 22.69 | 13.26 | 15.22 | 14.24 | 11.17 | … | … | 11.60 | 16.52 | 25.94 | 29.39 | -19.42 | 23.60 | 19.25 | 32.05 | -4.96 | 23.40 | 9.98 | 2.66 | 11.91 | 32.31 | 15.69 | 0.93 | 12.96 | 28.76 | -36.66 | 5.25 | 15.51 | 3.72 |
| Sharpe Ratio | NA | 2.12 | 1.32 | 0.63 | 0.74 | NA | NA | … | … | 1.96 | 0.73 | 1.49 | 1.91 | -0.84 | 1.84 | 0.54 | 2.45 | -0.37 | 3.31 | 0.72 | 0.17 | 1.01 | 2.90 | 1.21 | 0.04 | 0.70 | 1.06 | -0.93 | 0.14 | 1.22 | 0.22 |
| Standard Deviation(%) | NA | 12.28 | 15.12 | 17.26 | 18.37 | NA | NA | … | … | 14.17 | 19.01 | 13.01 | 13.25 | 24.90 | 12.81 | 35.12 | 12.50 | 17.09 | 6.90 | 13.60 | 15.58 | 11.72 | 11.14 | 13.05 | 23.61 | 18.34 | 26.94 | 40.41 | 16.18 | 10.11 | 10.17 |
| Draw Down(%) | NA | 9.38 | 19.23 | 26.11 | 34.46 | NA | NA | … | … | 9.38 | 19.23 | 8.89 | 9.49 | 25.17 | 5.94 | 34.46 | 6.71 | 19.78 | 2.40 | 11.49 | 11.75 | 7.83 | 5.88 | 10.27 | 19.08 | 16.45 | 25.67 | 47.40 | 10.01 | 7.70 | 6.41 |
| Yield(%) | 0.00 | 0.87 | 0.87 | 0.69 | 2.78 | 4.35 | 3.79 | … | … | 0.00 | 0.88 | 0.34 | 1.13 | 0.44 | 0.39 | 0.42 | 0.85 | 4.69 | 7.52 | 7.40 | 7.97 | 5.12 | 0.83 | 1.23 | 0.69 | 0.92 | 1.06 | 1.19 | 3.58 | 0.64 | 0.37 |
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 |
|---|---|---|---|---|
| PACOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-ADVISOR CLASS) |
-14.50%
Feb 2006 – Feb 2009 |
-1.25%
Sep 2006 – Sep 2011 |
6.17%
Feb 2006 – Feb 2016 |
7.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-ADVISOR CLASS) |
25.18%
Sep 2022 – Sep 2025 |
22.19%
Feb 2009 – Feb 2014 |
16.44%
Sep 2011 – Sep 2021 |
15.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart