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VY T. Rowe Price Capital Apprec R6 (VPRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.62+0.06 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.78%
5-year average return11.41%
Number of years up6
Number of years down1
Best 1-yr total return (23 May 2024)24.74%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return24.74%
Worst 3-yr total return7.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVPRAXCategory
YTD2.41%9.69%
1-month-2.62%0.91%
3-month2.02%5.21%
1-year12.99%27.06%
3-year5.32%11.00%
5-year10.36%10.26%
10-year10.41%8.34%
Last bull market16.67%15.58%
Last bear market-11.66%-12.16%

Annual total return (%) history

Year
VPRAXCategory
2024
N/AN/A
2023
18.90%N/A
2022
-11.95%N/A
2021
18.66%N/A
2020
18.27%11.72%
2019
24.74%19.23%
2018
0.70%-5.76%
2017
15.47%13.21%
2016
N/A7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.17%N/AN/AN/A
20236.40%4.58%-1.39%8.37%
2022-2.97%-11.66%-2.64%5.50%
20214.11%5.67%1.74%6.01%
2020-11.96%13.70%5.92%11.55%
201911.97%4.92%0.62%5.54%
20180.40%2.20%4.75%-6.31%
20175.41%3.61%2.69%2.95%
20162.73%0.14%N/AN/A

Rank in category (by total return)

YTD32
1-month16
3-month26
1-year19
3-year2
5-year1

Load adjusted returns

1-year12.99%
3-year5.32%
5-year10.36%
10-year10.41%