Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) | -0.03% | 9.72% | 9.08% | 11.66% | 10.14% | 10.79% | 9.69% | 11.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) | 07/16/1986 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 07/16/1986.
AR inception is since 07/16/1986.
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 9.72 | 9.08 | 11.66 | 10.14 | 10.79 | 9.69 | 11.57 | -0.03 | 12.50 | 18.85 | -12.00 | 18.45 | 18.13 | 24.62 | 0.63 | 15.34 | 8.20 | 5.42 | 12.13 | 22.42 | 14.69 | 3.18 | 14.07 | 33.07 | -27.16 | 4.61 | 14.56 | 6.87 | 15.31 | 25.48 | 0.52 | 10.26 | 22.14 | 7.13 | 5.84 | 16.29 | 16.86 | 22.59 | 3.76 | 15.66 | 9.37 | 21.67 | -1.24 | 26.15 | 20.42 | 2.82 | 12.68 |
| Sharpe Ratio | NA | 0.26 | 0.30 | 0.79 | 0.69 | NA | NA | 0.75 | -0.24 | 0.77 | 1.75 | -0.78 | 2.44 | 0.74 | 2.93 | -0.07 | 3.75 | 0.94 | 0.57 | 1.68 | 3.23 | 1.91 | 0.20 | 1.20 | 1.73 | -0.91 | 0.17 | 1.68 | 0.68 | 1.84 | 2.64 | -0.05 | 1.05 | 2.14 | 0.56 | 0.11 | 2.07 | 2.62 | 5.27 | 0.18 | 3.29 | 1.39 | 2.63 | -0.74 | 0.89 | 1.33 | -0.11 | 2.46 |
| Standard Deviation(%) | NA | 11.22 | 12.18 | 11.65 | 12.10 | NA | NA | 12.09 | 16.33 | 7.69 | 8.40 | 17.12 | 7.55 | 24.18 | 7.92 | 9.67 | 3.94 | 8.52 | 9.46 | 7.21 | 6.92 | 7.72 | 15.91 | 11.67 | 19.11 | 30.71 | 9.67 | 6.76 | 6.93 | 7.79 | 9.39 | 12.94 | 7.67 | 8.42 | 6.95 | 23.41 | 6.14 | 5.05 | 3.56 | 4.52 | 4.11 | 4.99 | 6.79 | 8.78 | 23.08 | 11.78 | 11.32 | 10.42 |
| Draw Down(%) | NA | 9.42 | 12.95 | 17.07 | 26.86 | NA | NA | 41.77 | 9.42 | 3.34 | 6.58 | 16.91 | 2.96 | 26.86 | 3.63 | 10.70 | 1.42 | 6.55 | 6.88 | 4.63 | 3.08 | 6.26 | 14.48 | 10.19 | 19.60 | 40.97 | 7.08 | 5.49 | 5.03 | 4.76 | 8.63 | 16.90 | 9.29 | 7.26 | 5.54 | 15.28 | 4.47 | 3.54 | 1.66 | 4.98 | 1.81 | 3.26 | 3.69 | 15.89 | 14.07 | 6.22 | 17.17 | 4.83 |
| Yield(%) | 0.00 | 10.33 | 7.77 | 9.42 | 8.53 | 9.95 | 9.15 | 15.33 | 0.00 | 10.65 | 4.73 | 7.60 | 10.10 | 8.65 | 6.88 | 7.00 | 7.34 | 3.71 | 9.44 | 10.28 | 6.83 | 6.68 | 1.62 | 2.18 | 2.80 | 2.63 | 7.99 | 11.61 | 3.98 | 3.88 | 2.21 | 3.49 | 5.24 | 10.30 | 12.33 | 15.77 | 14.37 | 10.97 | 9.59 | 8.18 | 4.48 | 5.99 | 10.72 | 6.47 | 21.69 | 6.45 | 18.17 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) |
-8.66%
Feb 2006 - Feb 2009 |
-1.34%
Feb 2004 - Feb 2009 |
6.15%
Feb 1999 - Feb 2009 |
8.04%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) |
23.25%
Feb 2009 - Feb 2012 |
20.20%
Feb 2009 - Feb 2014 |
15.17%
Nov 1987 - Nov 1997 |
13.68%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart