NasdaqGM - Delayed Quote USD

T. Rowe Price Capital Appreciat (0P000174SY)

35.43 +0.21 (+0.60%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.89%
5y Average Return 11.05%
Number of Years Up 7
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 24.70%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 24.70%
Worst 3Y Total Return 7.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000174SY
Category
YTD
5.19%
9.69%
1-Month
1.89%
0.91%
3-Month
5.19%
5.21%
1-Year
17.60%
27.06%
3-Year
7.95%
11.00%
5-Year
11.53%
10.26%
10-Year
10.85%
8.34%
Last Bull Market
27.00%
15.58%
Last Bear Market
-11.67%
-12.16%

Annual Total Return (%) History

Year
0P000174SY
Category
2024
--
--
2023
18.98%
--
2022
-11.84%
--
2021
18.67%
--
2020
18.31%
11.72%
2019
24.70%
19.23%
2018
0.76%
-5.76%
2017
15.48%
13.21%

2016
8.34%
7.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.19% -- -- --
2023 6.43% 4.65% -1.39% 8.34%
2022 -2.92% -11.67% -2.55% 5.50%
2021 4.10% 5.66% 1.76% 6.03%
2020 -11.94% 13.78% 5.91% 11.49%
2019 11.94% 4.91% 0.61% 5.54%
2018 0.46% 2.15% 4.75% -6.27%
2017 5.38% 3.66% 2.65% 2.98%
2016 2.04% 3.17% 2.73% 0.18%

Rank in Category (By Total Return)

YTD 51
1-Month 89
3-Month 51
1-Year 23
3-Year 1
5-Year 2

Load Adjusted Returns

1-Year 17.60%
3-Year 7.95%
5-Year 11.53%
10-Year 10.85%

Performance & Risk

YTD Return 3.89%
5y Average Return 11.05%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family T. Rowe Price
Net Assets 60.35B
YTD Return 5.19%
Yield 2.08%
Morningstar Rating
Inception Date Dec 17, 2015

Fund Summary

The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in corporate and government debt (including mortgage- and asset-backed securities) and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders) in keeping with the fund's objective. It may also invest up to 25% of its total assets in foreign securities.

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