Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-R CLASS) | 8.28% | 24.14% | 21.11% | 12.27% | 14.55% | 13.68% | 10.70% | … | … |
Data as of 06/05/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-R CLASS) | 03/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.68 | 24.14 | 21.11 | 12.27 | 14.55 | 13.68 | 10.70 | … | … | 8.28 | 16.38 | 25.49 | 29.01 | -19.66 | 23.34 | 18.87 | 31.74 | -5.30 | 23.12 | 9.58 | 2.40 | 11.58 | 31.87 | 15.37 | 0.64 | 12.67 | 28.52 | -36.83 | 5.00 | 15.15 | 3.58 |
| Sharpe Ratio | NA | 1.70 | 1.18 | 0.56 | 0.70 | NA | NA | … | … | 1.23 | 0.72 | 1.45 | 1.88 | -0.85 | 1.82 | 0.53 | 2.43 | -0.39 | 3.27 | 0.69 | 0.15 | 0.99 | 2.85 | 1.18 | 0.03 | 0.68 | 1.06 | -0.93 | 0.12 | 1.18 | 0.21 |
| Standard Deviation(%) | NA | 12.63 | 15.19 | 17.31 | 18.39 | NA | NA | … | … | 14.59 | 19.02 | 13.01 | 13.26 | 24.91 | 12.80 | 35.09 | 12.50 | 17.08 | 6.90 | 13.60 | 15.57 | 11.66 | 11.18 | 13.07 | 23.61 | 18.41 | 26.93 | 40.49 | 16.21 | 10.10 | 10.13 |
| Draw Down(%) | NA | 9.43 | 19.28 | 26.35 | 34.45 | NA | NA | … | … | 9.43 | 19.28 | 8.92 | 9.55 | 25.34 | 6.01 | 34.45 | 6.74 | 19.82 | 2.44 | 11.54 | 11.81 | 7.85 | 5.88 | 10.31 | 19.16 | 16.55 | 25.71 | 47.56 | 10.03 | 7.71 | 6.42 |
| Yield(%) | 0.00 | 0.63 | 0.57 | 0.45 | 2.45 | 3.91 | 3.39 | … | … | 0.00 | 0.64 | 0.00 | 0.94 | 0.25 | 0.28 | 0.45 | 0.55 | 4.51 | 7.30 | 7.03 | 7.79 | 4.75 | 0.47 | 1.23 | 0.55 | 0.61 | 0.96 | 0.69 | 3.34 | 0.36 | 0.15 |
Data as of 06/05/2026, Common starting date is 03/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-R CLASS) |
-14.72%
Feb 2006 – Feb 2009 |
-1.50%
Sep 2006 – Sep 2011 |
5.89%
Feb 2006 – Feb 2016 |
7.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRCOX (T. ROWE PRICE CAPITAL OPPORTUNITY FUND INC. T. ROWE PRICE CAPITAL OPPORTUNITY FUND-R CLASS) |
24.77%
Sep 2022 – Sep 2025 |
21.85%
Feb 2009 – Feb 2014 |
16.11%
Sep 2011 – Sep 2021 |
15.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart