Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) | 4.00% | 21.41% | 15.65% | 13.88% | 16.52% | 17.04% | 15.13% | … | … |
Data as of 06/05/2026, Common starting date is 07/16/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) | 07/16/1986 | 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 | 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 (%) | -2.08 | 21.41 | 15.65 | 13.88 | 16.52 | 17.04 | 15.13 | … | … | 4.00 | 20.92 | 12.50 | 18.86 | -4.51 | 29.26 | 26.91 | 30.28 | 5.71 | 22.07 | 10.33 | 15.13 | 22.79 | 28.86 | 20.01 | 3.18 | 14.36 | 33.07 | -26.38 | 10.93 | 25.91 | 9.42 | 17.70 | 25.92 | 2.16 | 13.00 | 30.16 | 17.93 | 22.97 | 30.57 | 24.63 | 29.43 | 10.02 | 18.78 | 10.93 | 29.57 | 1.96 | 63.16 | 16.90 | -10.29 | 12.68 |
| Sharpe Ratio | NA | 1.72 | 1.24 | 0.90 | 1.14 | NA | NA | … | … | 0.79 | 1.36 | 1.15 | 1.82 | -0.32 | 2.68 | 1.06 | 3.17 | 0.40 | 3.31 | 1.18 | 1.17 | 2.16 | 3.38 | 2.28 | 0.20 | 1.22 | 1.73 | -0.89 | 0.67 | 1.93 | 0.96 | 2.05 | 2.68 | 0.08 | 1.34 | 2.50 | 1.21 | 0.55 | 2.00 | 2.50 | 3.89 | 0.99 | 3.39 | 1.61 | 2.65 | -0.38 | 1.55 | 0.98 | -0.92 | 2.44 |
| Standard Deviation(%) | NA | 10.88 | 10.03 | 12.50 | 13.10 | NA | NA | … | … | 9.00 | 13.31 | 7.69 | 8.40 | 18.68 | 10.89 | 25.10 | 9.10 | 10.92 | 6.51 | 8.59 | 12.94 | 10.57 | 8.54 | 8.82 | 15.91 | 11.68 | 19.11 | 30.75 | 11.60 | 11.69 | 7.43 | 8.16 | 9.41 | 12.97 | 8.02 | 10.37 | 12.08 | 35.22 | 13.41 | 8.31 | 6.54 | 6.98 | 4.89 | 5.20 | 9.62 | 9.39 | 36.80 | 12.15 | 15.67 | 10.42 |
| Draw Down(%) | NA | 6.32 | 9.42 | 17.07 | 26.86 | NA | NA | … | … | 6.32 | 9.42 | 3.34 | 6.58 | 16.91 | 2.96 | 26.86 | 3.63 | 6.92 | 1.42 | 6.55 | 6.88 | 4.63 | 3.08 | 6.26 | 14.48 | 10.19 | 19.60 | 40.97 | 7.08 | 5.49 | 5.03 | 4.76 | 8.63 | 16.90 | 9.29 | 7.26 | 5.54 | 15.28 | 4.47 | 3.54 | 1.66 | 4.98 | 1.81 | 3.26 | 3.69 | 15.89 | 14.07 | 6.22 | 23.60 | 4.83 |
| Yield(%) | 0.00 | 15.67 | 10.95 | 12.03 | 14.57 | 16.89 | 15.02 | … | … | 0.00 | 16.26 | 10.65 | 4.73 | 13.94 | 19.17 | 16.03 | 11.94 | 11.63 | 13.26 | 5.76 | 17.43 | 19.11 | 12.37 | 11.38 | 1.62 | 2.46 | 2.80 | 3.34 | 13.41 | 20.77 | 6.41 | 6.10 | 2.63 | 5.06 | 7.75 | 16.95 | 20.88 | 28.14 | 25.29 | 17.56 | 15.54 | 13.60 | 7.37 | 7.44 | 17.13 | 9.33 | 47.79 | 3.06 | 5.81 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/16/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) |
-3.54%
Feb 2006 – Feb 2009 |
2.85%
Feb 2004 – Feb 2009 |
10.07%
May 2002 – May 2012 |
12.99%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) |
29.18%
Dec 1988 – Dec 1991 |
26.22%
May 1996 – May 2001 |
23.26%
Dec 1988 – Dec 1998 |
21.28%
Dec 1988 – Dec 2003 |
Annualized Rolling Returns Comparison Chart