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PCCOX: T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-I CLASS (MUTUAL FUND)
Basic Info 73.22 2.13(2.83%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 11/30/2016 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 2.03% |
| Expenses | 0.82% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 11/30/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 8.7 | 25.9 | 22.3 | 14.1 | 15.4 | 17.1 | 26.6 | 29.9 | -18.7 | 28.2 | 20.0 | 32.6 | -4.5 | 23.9 | -5.2 |
| Sharpe Ratio | NA | 1.29 | 1.84 | 1.26 | 0.67 | 0.73 | 0.76 | 1.76 | 2.0 | -0.81 | 2.19 | 0.56 | 2.49 | -0.35 | 3.32 | -1.89 |
| Draw Down(%) | NA | 9.3 | 9.3 | 19.2 | 24.9 | 34.4 | 19.2 | 8.9 | 9.4 | 24.9 | 4.8 | 34.4 | 6.7 | 19.7 | 2.3 | 8.0 |
| Standard Deviation(%) | NA | 14.6 | 12.6 | 15.2 | 17.3 | 18.8 | 18.9 | 13.0 | 13.2 | 24.9 | 12.8 | 35.1 | 12.5 | 17.1 | 7.0 | 25.1 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.19 | 0.12 | 0.14 | 0.14 | 0.23 | 0.27 | -0.2 | 0.3 | 0.2 | 0.32 | -0.06 | 0.24 | -0.79 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.31 |
| Beta | NA | 1.02 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 0.99 | 0.93 | 1.0 | 0.98 | 1.01 | 0.97 | 0.6 |
| RSquared | NA | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 | 1.0 | 0.99 | 0.99 | 0.95 | 0.05 |
| Yield(%) | N/A | 0.0 | 2.0 | 1.7 | 2.1 | N/A | 2.0 | 0.9 | 1.6 | 1.1 | 4.7 | 1.3 | 1.4 | 5.2 | 8.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 189.3 | -17.0 | N/A | N/A | 189.3 | -27.4 | 13.1 | -70.6 | 317.1 | 28.1 | -76.5 | -27.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2016
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