T. Rowe Price Capital Appreciation (PRWCX)

Basic Info 34.94 0.05(0.14%)
February 28

T. Rowe Price Capital Appreciation started on 07/16/1986
T. Rowe Price Capital Appreciation is classified as asset class Moderate Allocation
T. Rowe Price Capital Appreciation expense ratio is 0.98%

T. Rowe Price Capital Appreciation rating is
(99%)

T. Rowe Price Capital Appreciation (PRWCX) Dividend Info

T. Rowe Price Capital Appreciation (PRWCX) dividend growth in the last 12 months is -49.82%

The trailing 12-month yield of T. Rowe Price Capital Appreciation is 8.07%. its dividend history:

DateDividend
12/19/2023 1.41
12/19/2022 2.81
12/14/2021 3.41
12/14/2020 2.72
12/13/2019 1.82
12/13/2018 1.98
12/14/2017 1.93
12/14/2016 0.92
12/14/2015 2.47
12/12/2014 2.62
12/13/2013 1.54
12/14/2012 1.39
12/14/2011 0.33
12/14/2010 0.4
12/14/2009 0.4
12/12/2008 0.52
12/18/2007 1.65
12/19/2006 2.36
12/13/2005 0.77
12/14/2004 0.68
12/17/2003 0.32
12/18/2002 0.51
12/12/2001 0.73
12/13/2000 1.27
12/15/1999 0.5
12/16/1998 0.5
12/29/1997 0.5
12/27/1996 0.6
12/27/1995 0.44
12/28/1994 0.35
12/22/1993 0.18
12/23/1992 0.5
12/23/1991 0.43
12/20/1990 0.39
12/22/1989 0.45
12/21/1989 1.81
12/20/1988 0.27
01/22/1988 0.01
12/31/1987 0.15
12/18/1987 0.34
01/12/1987 0.14

Return Calculator for T. Rowe Price Capital Appreciation (PRWCX)

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T. Rowe Price Capital Appreciation (PRWCX) Historical Returns And Risk Info

From 07/16/1986 to 02/28/2024, the compound annualized total return (dividend reinvested) of  T. Rowe Price Capital Appreciation (PRWCX) is 9.158%. Its cumulative total return (dividend reinvested) is 2,697.685%.

From 07/16/1986 to 02/28/2024, the Maximum Drawdown of T. Rowe Price Capital Appreciation (PRWCX) is 41.8%.

From 07/16/1986 to 02/28/2024, the Sharpe Ratio of T. Rowe Price Capital Appreciation (PRWCX) is 0.58.

From 07/16/1986 to 02/28/2024, the Annualized Standard Deviation of T. Rowe Price Capital Appreciation (PRWCX) is 12.3%.

From 07/16/1986 to 02/28/2024, the Beta of T. Rowe Price Capital Appreciation (PRWCX) is 0.9.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 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(%) 1.2 3.2 24.2 9.3 12.4 11.1 14.0 9.3 24.0 -12.0 18.5 18.1 24.6 0.6 15.3 8.2 5.4 12.1 22.4 14.7 3.2 14.1 33.1 -27.2 4.6 14.6 6.9 15.3 25.5 0.5 10.3 22.1 -1.9 -7.1 4.8 10.0 16.4 -1.8 12.7 7.8 14.7 -4.2 26.1 16.9 -10.3 12.7
Sharpe Ratio NA 2.9 2.13 0.63 0.75 0.85 NA 0.58 2.07 -0.78 2.44 0.74 2.93 -0.07 3.75 0.94 0.57 1.68 3.23 1.91 0.2 1.2 1.73 -0.91 0.17 1.68 0.68 1.84 2.64 -0.05 1.05 2.14 -0.47 -0.6 0.11 0.85 2.07 -0.65 2.19 1.05 1.28 -1.03 0.89 1.0 -0.91 2.46
Draw Down(%) NA 1.4 6.6 17.1 26.9 26.9 NA 41.8 6.6 16.9 3.0 26.9 3.6 10.7 1.4 6.5 6.9 4.6 3.1 6.3 14.5 10.2 19.6 41.0 7.1 5.5 5.0 4.8 8.6 16.9 9.3 7.3 11.9 15.3 10.2 5.6 5.3 7.5 3.0 3.3 7.9 15.9 14.1 6.2 23.6 4.8
Standard Deviation(%) NA 7.8 9.1 12.2 14.7 11.9 NA 12.3 9.6 17.1 7.6 24.2 7.9 9.7 3.9 8.5 9.5 7.2 6.9 7.7 15.9 11.7 19.1 30.7 9.7 6.8 6.9 7.8 9.4 12.9 7.7 8.4 10.7 17.3 11.4 7.6 6.1 7.4 4.8 5.2 8.5 9.2 23.1 12.1 15.7 10.4
Treynor Ratio NA 0.26 0.23 0.08 0.11 0.1 NA 0.08 0.23 -0.13 0.25 0.17 0.22 -0.01 0.17 0.08 0.05 0.12 0.23 0.14 0.03 0.13 0.29 -0.22 0.02 0.12 0.05 0.14 0.26 -0.01 0.22 0.74 -0.16 -0.27 0.03 0.15 0.3 -0.09 0.23 0.1 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.02 0.02 0.02 0.01 0.01 NA 0.01 0.02 0.01 0.02 0.0 0.01 0.01 0.01 0.0 0.02 0.01 0.02 0.01 -0.01 0.0 0.03 0.01 -0.01 0.01 0.01 0.02 0.02 0.04 0.04 0.07 -0.03 -0.05 -0.01 0.01 0.02 0.0 0.03 0.02 NA NA NA NA NA NA
Beta NA 0.87 0.84 0.96 1.01 1.01 NA 0.9 0.86 1.03 0.73 1.07 1.06 0.96 0.88 1.05 1.06 1.04 0.96 1.02 1.15 1.08 1.13 1.28 1.03 0.97 1.0 1.0 0.94 0.86 0.37 0.24 0.31 0.38 0.41 0.44 0.42 0.51 0.46 0.55 NA NA NA NA NA NA
RSquare NA 0.95 0.64 0.86 0.84 0.86 NA 0.54 0.66 0.93 0.69 0.84 0.91 0.95 0.79 0.92 0.94 0.93 0.91 0.94 0.97 0.96 0.96 0.96 0.95 0.91 0.89 0.8 0.88 0.85 0.36 0.17 0.11 0.07 0.15 0.23 0.17 0.25 0.31 0.04 0.0 0.0 0.0 0.0 0.0 0.0

T. Rowe Price Capital Appreciation (PRWCX) Historical Return Chart

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T. Rowe Price Capital Appreciation (PRWCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio’s risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description. 


From 07/16/1986 to 02/28/2024, the worst annualized return of 3-year rolling returns for T. Rowe Price Capital Appreciation (PRWCX) is -6.66%.


From 07/16/1986 to 02/28/2024, the worst annualized return of 5-year rolling returns for T. Rowe Price Capital Appreciation (PRWCX) is 1.29%.


From 07/16/1986 to 02/28/2024, the worst annualized return of 10-year rolling returns for T. Rowe Price Capital Appreciation (PRWCX) is 3.44%.


From 07/16/1986 to 02/28/2024, the worst annualized return of 20-year rolling returns for T. Rowe Price Capital Appreciation (PRWCX) is 6.08%.

T. Rowe Price Capital Appreciation(PRWCX) Maximum Drawdown Analysis

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