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  •  Dow Down1.45% Nasdaq Down1.03%

    T. Rowe Price Capital Appreciation (PRWCX)

    25.95 Down 0.17(0.65%) Jan 30

    Performance Overview as of Dec 30, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:12.25%
    5-Year Average Return:13.16%
    Number of Years Up:26
    Number of Years Down:2
    Best 1 Yr Total Return (2009-12-31):33.05%
    Worst 1 Yr Total Return (2008-12-31):-27.17%
    Best 3-Yr Total Return (N/A):16.38%
    Worst 3-Yr Total Return (N/A):-4.45%
    Load Adjusted Returns 
    1-Year:12.25%
    3-Year:16.38%
    5-Year:13.16%
    10-Year:8.69%
    Trailing Returns (%) vs. Benchmarks 
    ReturnPRWCXCategoryDiffIndex*Diff
    Year To Date12.25N/AN/AN/AN/A
    1-Month-0.09N/AN/AN/AN/A
    3-Month4.82N/AN/AN/AN/A
    1-Year12.25N/AN/AN/AN/A
    3-Year16.38N/AN/AN/AN/A
    5-Year13.16N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)19.67N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-12.49N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearPRWCXCategoryDiff
    2014
     
    12.25N/AN/A
    2013
     
    22.43N/AN/A
    2012
     
    14.70N/AN/A
    2011
     
    3.19N/AN/A
    2010
     
    14.07N/AN/A
    2009
     
    33.05N/AN/A
    2008
     
    -27.17N/AN/A
    2007
     
    4.56N/AN/A
    2006
     
    14.54N/AN/A
    2005
     
    6.85N/AN/A
    2004
     
    15.29N/AN/A
    2003
     
    25.47N/AN/A
    2002
     
    0.54N/AN/A
    2001
     
    10.26N/AN/A
    2000
     
    22.17N/AN/A
    1999
     
    7.07N/AN/A
    1998
     
    5.77N/AN/A
    1997
     
    16.20N/AN/A
    1996
     
    16.82N/AN/A
    1995
     
    22.57N/AN/A
    1994
     
    3.80N/AN/A
    1993
     
    15.66N/AN/A
    1992
     
    9.36N/AN/A
    1991
     
    21.59N/AN/A
    1990
     
    -1.25N/AN/A
    1989
     
    21.42N/AN/A
    1988
     
    21.21N/AN/A
    1987
     
    5.74N/AN/A
    1986N/AN/AN/A
    Past Quarterly Returns (%) for PRWCX 
    Q1Q2Q3Q4
    20142.844.020.114.82
    20137.642.424.486.28
    20129.51-2.355.351.82
    20114.581.13-11.279.96
    20105.84-7.136.678.80
    2009-3.7318.5411.064.98
    2008-3.870.47-6.97-18.94
    20071.505.83-1.08-1.59
    20063.99-0.864.885.94
    2005-0.411.393.761.99
    20042.912.171.747.78
    2003-2.8913.041.9912.06
    20027.72-4.57-7.916.20
    20013.155.77-4.145.43
    20000.723.657.668.70
    1999-1.5910.53-0.70-0.88
    19986.66-0.76-2.952.97
    19970.488.254.761.97
    19964.462.383.355.68
    19956.206.385.193.14
    1994-0.790.245.64-1.20
    19934.482.772.624.97
    19921.272.153.602.05
    199112.221.702.813.63
    1990-0.372.13-9.907.71
    19896.816.656.99-0.38
    19887.928.370.473.16
    19879.852.284.38-9.83
    19865.003.33N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date2N/A
    1-Month15N/A
    3-Month2N/A
    6-Month3N/A
    1-Year2N/A
    3-Year1N/A
    5-Year2N/A