PRWCX
T. Rowe Price Capital Appreciation Fund
Mutual fund
$38.65+0.13 (+0.34%)Close Oct 2, 2026
Jun 30, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $602,351
- CAGR
- +10.72%
- Max drawdown
- −41.77%
- Sharpe ratio
- 0.98
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.74%
- 3M
- +1.50%
- 6M
- +11.29%
- YTD
- +8.11%
- 1Y
- +9.35%
- 3Y
- +14.16%
- 5Y
- +8.52%
- 10Y
- +11.23%
- 15Y
- +12.32%
- 20Y
- +9.89%
- 25Y
- +10.31%
- 30Y
- +10.61%
- Since 1986
- +10.72%
Metrics
Since 1986| Volatility | 11.07% |
|---|---|
| Sortino ratio | 1.37 |
| Calmar ratio | 0.26 |
| Best year, 2009 | +33.07% |
| Worst year, 2008 | −27.16% |
| Positive years | 35 of 39 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −41.8% | Jul 2007 | Nov 2008 | Apr 2010 | 2.7 years |
| −26.9% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −23.6% | Aug 1987 | Dec 1987 | May 1989 | 1.8 years |
| −17.1% | Dec 2021 | Oct 2022 | Jul 2023 | 1.6 years |
| −16.9% | May 2002 | Oct 2002 | Jun 2003 | 1 year |
Annual returns
1986 from Jun 30 · 2026 through Oct 2