Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-I CLASS) | 8.67% | 25.85% | 22.34% | 14.07% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-I CLASS) | 11/30/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | 25.85 | 22.34 | 14.07 | NA | NA | NA | … | … | 8.67 | 17.12 | 26.56 | 29.93 | -18.71 | 28.17 | 19.96 | 32.56 | -4.55 | 23.85 | -5.17 |
| Sharpe Ratio | NA | 1.84 | 1.26 | 0.67 | NA | NA | NA | … | … | 1.29 | 0.76 | 1.76 | 2.00 | -0.81 | 2.19 | 0.56 | 2.49 | -0.35 | 3.32 | -1.89 |
| Standard Deviation(%) | NA | 12.58 | 15.17 | 17.29 | NA | NA | NA | … | … | 14.60 | 18.88 | 13.01 | 13.24 | 24.89 | 12.83 | 35.13 | 12.48 | 17.13 | 7.03 | 25.14 |
| Draw Down(%) | NA | 9.30 | 19.17 | 24.90 | NA | NA | NA | … | … | 9.30 | 19.17 | 8.88 | 9.38 | 24.90 | 4.83 | 34.42 | 6.69 | 19.69 | 2.34 | 8.00 |
| Yield(%) | 0.00 | 2.02 | 1.75 | 2.12 | 3.51 | 2.34 | 1.76 | … | … | 0.00 | 2.04 | 0.89 | 1.57 | 1.10 | 4.74 | 1.31 | 1.36 | 5.18 | 8.23 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-I CLASS) |
5.60%
Mar 2017 – Mar 2020 |
9.49%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-I CLASS) |
26.79%
Dec 2018 – Dec 2021 |
19.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
