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PRCOX: T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. (MUTUAL FUND)
Basic Info 73.03 2.12(2.82%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/26/1995 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 1.97% |
| 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 | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -2.7 | 8.6 | 25.7 | 22.2 | 13.9 | 15.8 | 14.6 | 11.6 | 9.3 | 16.5 | 26.4 | 29.8 | -18.8 | 28.1 | 19.8 | 32.5 | -4.7 | 23.8 | 10.3 | 3.0 | 12.2 | 32.7 | 16.0 | 1.3 | 13.3 | 29.3 | -36.5 | 5.7 | 15.8 | 4.6 | 11.4 | 30.8 | -22.3 | -10.1 | -6.4 | 11.7 | 14.7 | 16.0 | 16.8 | -6.9 |
| Sharpe Ratio | NA | 1.28 | 1.83 | 1.25 | 0.66 | 0.77 | NA | NA | 0.4 | 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 |
| Draw Down(%) | NA | 9.3 | 9.3 | 19.2 | 24.9 | 34.4 | NA | NA | 54.0 | 19.2 | 8.9 | 9.4 | 24.9 | 4.8 | 34.4 | 6.7 | 19.7 | 2.3 | 11.5 | 11.7 | 7.8 | 5.9 | 10.2 | 18.9 | 16.4 | 25.7 | 47.3 | 9.9 | 7.6 | 6.8 | 7.5 | 13.6 | 33.1 | 28.7 | 17.4 | 10.2 | 29.9 | 15.0 | 14.1 | 8.0 |
| Standard Deviation(%) | NA | 14.6 | 12.6 | 15.2 | 17.3 | 18.4 | NA | NA | 19.0 | 19.0 | 13.0 | 13.2 | 24.9 | 12.8 | 35.1 | 12.5 | 17.1 | 6.9 | 13.6 | 15.6 | 11.7 | 11.2 | 13.1 | 23.6 | 18.4 | 26.9 | 40.5 | 16.2 | 10.1 | 10.3 | 11.4 | 17.0 | 25.8 | 22.3 | 23.0 | 16.3 | 20.2 | 12.8 | 11.3 | 78.8 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.19 | 0.11 | 0.14 | NA | NA | 0.08 | 0.14 | 0.22 | 0.27 | -0.2 | 0.29 | 0.19 | 0.31 | -0.06 | 0.23 | 0.1 | 0.03 | 0.12 | 0.33 | 0.16 | 0.01 | 0.13 | 0.3 | -0.38 | 0.02 | 0.13 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.04 | 1.02 | 1.01 | 1.01 | 1.01 | NA | NA | 1.0 | 1.01 | 1.01 | 1.0 | 1.0 | 0.97 | 1.01 | 0.99 | 1.0 | 1.02 | 1.03 | 1.01 | 1.02 | 1.0 | 1.01 | 1.0 | 1.01 | 0.98 | 0.99 | 1.02 | 0.99 | 0.99 | 1.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | NA | NA | 0.72 | 0.99 | 1.0 | 0.99 | 1.0 | 0.98 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.0 | 0.8 | 1.5 | 1.0 | 4.7 | 1.2 | 1.3 | 5.0 | 8.1 | 7.6 | 8.3 | 5.4 | 1.2 | 1.6 | 1.1 | 1.3 | 1.4 | 1.2 | 3.8 | 1.1 | 0.5 | 0.7 | 0.4 | 0.3 | 0.1 | 9.5 | 23.7 | 5.3 | 10.2 | 5.2 | 0.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 208.0 | -31.2 | 17.2 | -72.3 | 342.1 | 26.7 | -77.3 | -27.9 | 11.6 | -14.6 | 65.5 | 480.0 | -13.0 | 43.8 | -5.9 | 13.3 | -21.1 | -68.3 | 300.0 | 114.3 | -22.2 | 125.0 | 33.3 | 200.0 | -99.3 | -65.3 | 385.2 | -44.7 | 114.9 | 7300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/1995
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