Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
PRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC.) | 8.75% | 1.37% | 13.19% | 18.15% | 17.04% | 12.97% | 13.87% | 10.56% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC.) | 12/26/1995 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 12/26/1995.
AR inception is since 12/26/1995.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.08 | 13.19 | 18.15 | 17.04 | 12.97 | 13.87 | 10.56 | 8.75 | 1.37 | 26.41 | 29.82 | -19.11 | 24.19 | 19.62 | 32.47 | -4.73 | 23.80 | 10.27 | 3.00 | 12.17 | 32.74 | 16.01 | 1.29 | 13.29 | 29.27 | -36.49 | 5.67 | 15.81 | 4.58 | 11.40 | 30.78 | -22.26 | -10.10 | -6.41 | 11.73 | 14.71 | 16.04 | 16.76 | -6.85 |
Sharpe Ratio | NA | 0.35 | 0.69 | 0.82 | 0.60 | NA | NA | 0.36 | 0.02 | 1.52 | 1.95 | -0.83 | 1.89 | 0.55 | 2.49 | -0.36 | 3.37 | 0.74 | 0.19 | 1.04 | 2.93 | 1.23 | 0.05 | 0.72 | 1.09 | -0.92 | 0.17 | 1.25 | 0.23 | 0.92 | 1.77 | -0.91 | -0.57 | -0.46 | 0.52 | 0.56 | 0.97 | 1.17 | -1.31 |
Standard Deviation(%) | NA | 19.90 | 18.44 | 18.16 | 18.71 | NA | NA | 19.22 | 27.47 | 13.02 | 13.24 | 24.90 | 12.80 | 35.09 | 12.48 | 17.08 | 6.91 | 13.59 | 15.60 | 11.72 | 11.17 | 13.06 | 23.60 | 18.38 | 26.85 | 40.48 | 16.16 | 10.08 | 10.25 | 11.38 | 17.00 | 25.81 | 22.26 | 22.97 | 16.33 | 20.24 | 12.80 | 11.25 | 78.83 |
Draw Down(%) | NA | 19.19 | 19.19 | 25.84 | 34.42 | NA | NA | 53.96 | 19.19 | 8.88 | 9.39 | 24.94 | 5.89 | 34.42 | 6.69 | 19.69 | 2.35 | 11.50 | 11.74 | 7.83 | 5.85 | 10.18 | 18.94 | 16.38 | 25.67 | 47.28 | 9.94 | 7.64 | 6.76 | 7.53 | 13.59 | 33.14 | 28.68 | 17.43 | 10.23 | 29.92 | 14.99 | 14.12 | 8.04 |
Yield(%) | 0.00 | 0.71 | 1.12 | 1.33 | 3.66 | 5.58 | 4.53 | 4.79 | 0.00 | 0.81 | 1.51 | 0.70 | 0.86 | 1.02 | 1.27 | 5.02 | 8.06 | 7.61 | 8.29 | 5.39 | 1.18 | 1.57 | 1.10 | 1.30 | 1.44 | 1.19 | 3.78 | 1.07 | 0.53 | 0.75 | 0.42 | 0.25 | 0.08 | 9.53 | 23.75 | 5.32 | 10.17 | 5.21 | 0.07 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC.) |
-15.35%
Mar 2000 - Mar 2003 |
-6.67%
Mar 1998 - Mar 2003 |
-2.85%
Feb 1999 - Feb 2009 |
2.91%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC.) |
25.31%
Dec 2018 - Dec 2021 |
22.59%
Feb 2009 - Feb 2014 |
16.81%
Sep 2011 - Sep 2021 |
15.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart