Nasdaq - Delayed Quote USD

T. Rowe Price All-Cap Opportunities-I (PNAIX)

74.80
+0.25
+(0.34%)
At close: 8:06:59 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.77%
5y Average Return 17.57%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return (May 15, 2025) 44.90%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 44.90%
Worst 3Y Total Return 7.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PNAIX
Category
YTD
-4.00%
12.38%
1-Month
0.50%
5.09%
3-Month
-7.82%
10.28%
1-Year
10.79%
41.70%
3-Year
13.29%
22.56%
5-Year
16.56%
21.98%
10-Year
15.27%
15.99%
Last Bull Market
19.14%
25.99%
Last Bear Market
-18.21%
-17.29%

Annual Total Return (%) History

Year
PNAIX
Category
2025
--
--
2024
25.37%
--
2023
29.19%
--
2022
-21.19%
--
2021
20.98%
--
2020
44.90%
35.86%
2019
35.18%
31.90%
2018
1.42%
-2.09%

2017
34.76%
27.67%
2016
1.52%
3.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.48% -- -- --
2024 13.50% 4.55% 3.77% 1.81%
2023 7.14% 10.16% -1.14% 10.72%
2022 -6.12% -18.21% -4.20% 7.13%
2021 4.05% 10.18% -0.47% 6.02%
2020 -13.81% 30.68% 11.38% 15.49%
2019 15.78% 5.39% 0.09% 10.68%
2018 4.44% 5.74% 7.24% -14.36%
2017 11.98% 7.31% 4.65% 7.16%
2016 -4.77% 0.75% 6.01% -0.19%

Rank in Category (By Total Return)

YTD 16
1-Month 78
3-Month 16
1-Year 59
3-Year 56
5-Year 18

Load Adjusted Returns

1-Year 10.79%
3-Year 13.29%
5-Year 16.56%
10-Year 15.27%

Performance & Risk

YTD Return 1.77%
5y Average Return 17.57%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family T. Rowe Price
Net Assets 14.8B
YTD Return -4.00%
Yield 0.20%
Morningstar Rating
Inception Date Jan 13, 2025

Fund Summary

The fund invests primarily (at least 65% of its total assets) in common stocks of U.S. companies operating in those sectors of the economy that, in Management's view, are the fastest growing or have the greatest growth potential. It may invest in foreign stocks in keeping with the fund's objective.

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