Nasdaq - Delayed Quote USD

T. Rowe Price Capital Appreciation (PRWCX)

36.05
-0.28
(-0.77%)
At close: June 13 at 8:01:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.42%
5y Average Return 10.76%
Number of Years Up 35
Number of Years Down 3
Best 1Y Total Return (Jun 9, 2025) 24.61%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 24.61%
Worst 3Y Total Return 5.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRWCX
Category
YTD
3.00%
9.69%
1-Month
2.77%
0.91%
3-Month
1.02%
5.21%
1-Year
10.66%
27.06%
3-Year
10.07%
11.00%
5-Year
11.20%
10.26%
10-Year
10.35%
8.34%
Last Bull Market
12.35%
15.58%
Last Bear Market
-11.71%
-12.16%

Annual Total Return (%) History

Year
PRWCX
Category
2025
--
--
2024
12.69%
--
2023
18.83%
--
2022
-11.94%
--
2021
18.53%
--
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
--
16.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.03% -- -- --
2024 5.16% 1.82% 5.51% -0.26%
2023 6.39% 4.62% -1.42% 8.30%
2022 -2.95% -11.71% -2.59% 5.50%
2021 4.08% 5.63% 1.71% 6.01%
2020 -11.98% 13.76% 5.89% 11.45%
2019 11.91% 4.92% 0.58% 5.52%
2018 0.42% 2.11% 4.72% -6.31%
2017 5.35% 3.62% 2.66% 2.95%
2016 2.04% 3.09% 2.73% 0.15%

2015 3.21% 0.48% -2.77% 4.54%
2014 2.84% 4.02% 0.11% 4.82%
2013 7.64% 2.42% 4.48% 6.28%
2012 9.51% -2.35% 5.35% 1.82%
2011 4.58% 1.13% -11.27% 9.96%
2010 5.84% -7.13% 6.67% 8.80%
2009 -3.73% 18.54% 11.06% 4.98%
2008 -3.87% 0.47% -6.97% -18.94%
2007 1.50% 5.83% -1.08% -1.59%
2006 3.99% -0.86% 4.88% 5.94%
2005 -0.41% 1.39% 3.76% 1.99%
2004 2.91% 2.17% 1.74% 7.78%
2003 -2.89% 13.04% 1.99% 12.06%
2002 7.72% -4.57% -7.91% 6.20%
2001 3.15% 5.77% -4.14% 5.43%
2000 0.72% 3.65% 7.66% 8.70%
1999 -1.59% 10.53% -0.70% -0.88%
1998 6.66% -0.76% -2.95% 2.97%
1997 0.48% 8.25% 4.76% 1.97%
1996 4.46% 2.38% 3.35% 5.68%
1995 6.20% 6.38% 5.19% 3.14%
1994 -0.79% 0.24% 5.64% -1.20%
1993 4.48% 2.77% 2.62% 4.97%
1992 1.27% 2.15% 3.60% 2.05%
1991 12.22% 1.70% 2.81% 3.63%
1990 -0.37% 2.13% -9.90% 7.71%
1989 6.81% 6.65% 6.99% -0.38%
1988 7.92% 8.37% 0.47% 3.16%
1987 9.85% 2.28% 4.38% -9.83%
1986 5.00% 3.33% -- --

Rank in Category (By Total Return)

YTD 26
1-Month 73
3-Month 15
1-Year 13
3-Year 11
5-Year 5

Load Adjusted Returns

1-Year 10.66%
3-Year 10.07%
5-Year 11.20%
10-Year 10.35%

Performance & Risk

YTD Return 4.42%
5y Average Return 10.76%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family T. Rowe Price
Net Assets 65.61B
YTD Return 3.00%
Yield 2.09%
Morningstar Rating
Inception Date Jun 30, 1986

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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