PACLX
T. Rowe Price Capital Appreciation Fund Advisor Class
Mutual fund
$37.86+0.13 (+0.34%)Close Oct 2, 2026
Dec 30, 2004 – Oct 2, 2026, Dividends reinvested
- Final balance
- $71,400
- CAGR
- +9.46%
- Max drawdown
- −41.99%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.76%
- 3M
- +1.45%
- 6M
- +11.16%
- YTD
- +7.92%
- 1Y
- +9.09%
- 3Y
- +13.86%
- 5Y
- +8.24%
- 10Y
- +10.92%
- 15Y
- +12.00%
- 20Y
- +9.57%
- Since 2004
- +9.46%
Metrics
Since 2004| Volatility | 12.87% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.23 |
| Best year, 2009 | +32.70% |
| Worst year, 2008 | −27.38% |
| Positive years | 19 of 21 |
| Longest drawdown | 2.8 years |
Worst drawdowns
Since 2004| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −42.0% | Jul 2007 | Nov 2008 | Apr 2010 | 2.8 years |
| −26.9% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −17.3% | Dec 2021 | Oct 2022 | Dec 2023 | 1.9 years |
| −14.5% | Jul 2011 | Oct 2011 | Jan 2012 | 7 months |
| −10.7% | Sep 2018 | Dec 2018 | Feb 2019 | 4 months |
Annual returns
2004 from Dec 30 · 2026 through Oct 2