TRAIX
T. Rowe Price Capital Appreciation Fund I Class
Mutual fund
$38.67+0.13 (+0.34%)Close Oct 2, 2026
Dec 17, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $31,855
- CAGR
- +11.33%
- Max drawdown
- −26.84%
- Sharpe ratio
- 0.98
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.74%
- 3M
- +1.52%
- 6M
- +11.34%
- YTD
- +8.23%
- 1Y
- +9.49%
- 3Y
- +14.31%
- 5Y
- +8.66%
- 10Y
- +11.36%
- Since 2015
- +11.33%
Metrics
Since 2015| Volatility | 11.68% |
|---|---|
| Sortino ratio | 1.39 |
| Calmar ratio | 0.42 |
| Best year, 2019 | +24.71% |
| Worst year, 2022 | −11.89% |
| Positive years | 9 of 10 |
| Longest drawdown | 1.6 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −26.8% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −17.0% | Dec 2021 | Oct 2022 | Jul 2023 | 1.6 years |
| −10.7% | Sep 2018 | Dec 2018 | Feb 2019 | 4 months |
| −9.4% | Jan 2025 | Apr 2025 | Jun 2025 | 4 months |
| −7.4% | Dec 2015 | Feb 2016 | Mar 2016 | 3 months |
Annual returns
2015 from Dec 17 · 2026 through Oct 2