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T. Rowe Price Capital Appreciation (PRWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.03+0.04 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.13%
5-year average return11.31%
Number of years up34
Number of years down3
Best 1-yr total return (15 May 2024)33.05%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return33.05%
Worst 3-yr total return7.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRWCXCategory
YTD2.45%9.69%
1-month-2.58%0.91%
3-month2.03%5.21%
1-year12.96%27.06%
3-year5.29%11.00%
5-year10.29%10.26%
10-year10.39%8.34%
Last bull market16.57%15.58%
Last bear market-11.71%-12.16%

Annual total return (%) history

Year
PRWCXCategory
2024
N/AN/A
2023
18.83%N/A
2022
-11.94%N/A
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
20245.16%N/AN/AN/A
20236.39%4.62%-1.42%8.30%
2022-2.95%-11.71%-2.59%5.50%
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)

YTD32
1-month14
3-month26
1-year20
3-year2
5-year1

Load adjusted returns

1-year12.96%
3-year5.29%
5-year10.29%
10-year10.39%