Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC.) | 11.76% | 28.71% | 23.37% | 14.60% | 16.11% | 14.93% | 11.78% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1995
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 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 28.71 | 23.37 | 14.60 | 16.11 | 14.93 | 11.78 | … | … | 11.76 | 16.47 | 26.41 | 29.82 | -18.80 | 28.06 | 19.82 | 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 | 2.22 | 1.37 | 0.70 | 0.79 | NA | NA | … | … | 2.00 | 0.73 | 1.75 | 1.99 | -0.81 | 2.19 | 0.56 | 2.48 | -0.36 | 3.36 | 0.74 | 0.19 | 1.04 | 2.93 | 1.23 | 0.05 | 0.72 | 1.09 | -0.92 | 0.16 | 1.23 | 0.23 | 0.91 | 1.77 | -0.91 | -0.57 | -0.46 | 0.51 | 0.56 | 0.96 | 1.15 | -1.31 |
| Standard Deviation(%) | NA | 12.24 | 15.11 | 17.26 | 18.37 | NA | NA | … | … | 14.15 | 19.02 | 13.02 | 13.24 | 24.91 | 12.83 | 35.10 | 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 | 9.32 | 19.19 | 24.94 | 34.42 | NA | NA | … | … | 9.32 | 19.19 | 8.88 | 9.39 | 24.94 | 4.83 | 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 | 1.94 | 1.67 | 2.04 | 4.27 | 6.00 | 5.18 | … | … | 0.00 | 1.98 | 0.81 | 1.51 | 1.02 | 4.66 | 1.22 | 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 |
Data as of 06/04/2026, Common starting date is 12/26/1995
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.) |
26.68%
Dec 2018 – Dec 2021 |
22.59%
Feb 2009 – Feb 2014 |
16.82%
Sep 2011 – Sep 2021 |
16.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart