Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRAIX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-I CLASS) | 5.79% | 23.36% | 16.43% | 10.53% | 12.15% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRAIX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-I CLASS) | 12/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 23.36 | 16.43 | 10.53 | 12.15 | NA | NA | … | … | 5.79 | 21.05 | 12.64 | 19.01 | -11.89 | 18.59 | 18.28 | 24.70 | 0.76 | 15.48 | 8.34 | 1.50 |
| Sharpe Ratio | NA | 2.07 | 1.38 | 0.70 | 0.87 | NA | NA | … | … | 1.55 | 1.37 | 1.17 | 1.85 | -0.78 | 2.44 | 0.74 | 2.94 | -0.06 | 3.77 | 0.96 | 7.37 |
| Standard Deviation(%) | NA | 10.75 | 9.98 | 11.50 | 12.16 | NA | NA | … | … | 8.80 | 13.29 | 7.69 | 8.37 | 17.10 | 7.60 | 24.17 | 7.92 | 9.67 | 3.95 | 8.48 | 8.09 |
| Draw Down(%) | NA | 6.30 | 9.37 | 17.00 | 26.84 | NA | NA | … | … | 6.30 | 9.37 | 3.33 | 6.52 | 16.84 | 2.96 | 26.84 | 3.63 | 10.66 | 1.42 | 6.54 | 0.91 |
| Yield(%) | 0.00 | 15.78 | 11.10 | 9.22 | 10.04 | 7.19 | 5.39 | … | … | 0.00 | 16.41 | 10.79 | 4.88 | 7.80 | 10.24 | 8.77 | 6.99 | 7.10 | 7.48 | 3.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRAIX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-I CLASS) |
5.39%
Apr 2021 – Apr 2024 |
8.69%
Sep 2017 – Sep 2022 |
11.58%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRAIX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-I CLASS) |
20.49%
Dec 2018 – Dec 2021 |
15.35%
Oct 2016 – Oct 2021 |
12.54%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart