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WEF 2022

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T. Rowe Price Capital Appreciation Fund (PRWCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.43+0.14 (+0.43%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return7.54%
5-Year Average Return10.29%
Number of Years Up32
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)33.05%
Worst 1 Yr Total Return (Feb 3, 2019)-27.17%
Best 3-Yr Total Return33.05%
Worst 3-Yr Total Return-4.45%

Trailing Returns (%) Vs. Benchmarks

ReturnPRWCXCategory
YTD-4.46%9.69%
1-Month1.85%0.91%
3-Month-3.51%5.21%
1-Year12.35%27.06%
3-Year14.98%11.00%
5-Year13.55%10.26%
10-Year12.51%8.34%
Last Bull Market19.67%15.58%
Last Bear Market-12.49%-12.16%

Annual Total Return (%) History

Year
PRWCXCategory
2021
18.53%N/A
2020
18.16%11.72%
2019
24.61%19.23%
2018
0.62%-5.76%
2017
15.38%13.21%
2016
8.22%7.34%
2015
5.42%-1.93%
2014
12.25%6.21%
2013
22.43%16.48%
2012
14.70%11.72%
2011
3.19%-0.11%
2010
14.07%11.83%
2009
33.05%24.13%
2008
-27.17%-28.00%
2007
4.56%5.99%
2006
14.54%11.29%
2005
6.85%5.13%
2004
15.29%8.86%
2003
25.47%20.35%
2002
0.54%-12.02%
2001
10.26%-5.05%
2000
22.17%1.82%
1999
7.07%10.71%
1998
5.77%13.52%
1997
16.20%19.63%
1996
16.82%13.70%
1995
22.57%25.63%
1994
3.80%-2.52%
1993
15.66%11.37%
1992
9.36%7.73%
1991
21.59%24.89%
1990
-1.25%-1.10%
1989
21.42%19.04%
1988
21.21%12.38%
1987
5.74%2.33%
1986
N/A16.43%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.08%5.63%1.71%6.01%
2020-11.98%13.76%5.89%11.45%
201911.91%4.92%0.58%5.52%
20180.42%2.11%4.72%-6.31%
20175.35%3.62%2.66%2.95%
20162.04%3.09%2.73%0.15%
20153.21%0.48%-2.77%4.54%
20142.84%4.02%0.11%4.82%
20137.64%2.42%4.48%6.28%
20129.51%-2.35%5.35%1.82%
20114.58%1.13%-11.27%9.96%
20105.84%-7.13%6.67%8.80%
2009-3.73%18.54%11.06%4.98%
2008-3.87%0.47%-6.97%-18.94%
20071.50%5.83%-1.08%-1.59%
20063.99%-0.86%4.88%5.94%
2005-0.41%1.39%3.76%1.99%
20042.91%2.17%1.74%7.78%
2003-2.89%13.04%1.99%12.06%
20027.72%-4.57%-7.91%6.20%
20013.15%5.77%-4.14%5.43%
20000.72%3.65%7.66%8.70%
1999-1.59%10.53%-0.70%-0.88%
19986.66%-0.76%-2.95%2.97%
19970.48%8.25%4.76%1.97%
19964.46%2.38%3.35%5.68%
19956.20%6.38%5.19%3.14%
1994-0.79%0.24%5.64%-1.20%
19934.48%2.77%2.62%4.97%
19921.27%2.15%3.60%2.05%
199112.22%1.70%2.81%3.63%
1990-0.37%2.13%-9.90%7.71%
19896.81%6.65%6.99%-0.38%
19887.92%8.37%0.47%3.16%
19879.85%2.28%4.38%-9.83%
19865.00%3.33%N/AN/A

Rank In Category (By Total Return)

YTD12
1-Month13
3-Month2
1-Year11
3-Year1
5-Year3

Load Adjusted Returns

1-Year24.61%
3-Year15.54%
5-Year13.86%
10-Year14.22%
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