Dow Down0.48% Nasdaq Up0.29%

T. Rowe Price Capital Appreciation (PRWCX)

26.37 Up 0.01(0.04%) May 31

Performance Overview as of Apr 29, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:5.00
Year-to-Date Return:3.19%
5-Year Average Return:10.54%
Number of Years Up:27
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:5.75%
3-Year:11.03%
5-Year:10.54%
10-Year:8.35%
Trailing Returns (%) vs. Benchmarks 
ReturnPRWCXCategoryDiffIndex*Diff
Year To Date3.19N/AN/AN/AN/A
1-Month1.13N/AN/AN/AN/A
3-Month6.20N/AN/AN/AN/A
1-Year5.75N/AN/AN/AN/A
3-Year11.03N/AN/AN/AN/A
5-Year10.54N/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
2016N/AN/AN/A
2015
 
5.42N/AN/A
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
20162.04N/AN/AN/A
20153.210.48-2.774.54
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 Date20N/A
1-Month34N/A
3-Month20N/A
6-Month9N/A
1-Year1N/A
3-Year1N/A
5-Year1N/A