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T. Rowe Price Capital Appreciation Adv (PACLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
38.24-0.02 (-0.05%)
As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.69%
5-Year Average Return11.36%
Number of Years Up17
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)32.69%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return32.69%
Worst 3-Yr Total Return6.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPACLXCategory
YTD11.05%9.69%
1-Month-1.51%0.91%
3-Month1.56%5.21%
1-Year23.05%27.06%
3-Year5.38%11.00%
5-Year10.91%10.26%
10-Year10.31%8.34%
Last Bull Market16.44%15.58%
Last Bear Market-11.75%-12.16%

Annual Total Return (%) History

Year
PACLXCategory
2024
N/AN/A
2023
18.52%N/A
2022
-12.18%N/A
2021
18.22%N/A
2020
17.80%11.72%
2019
24.20%19.23%
2018
0.38%-5.76%
2017
14.98%13.21%
2016
7.90%7.34%
2015
5.12%-1.93%
2014
11.91%6.21%
2013
22.06%16.48%
2012
14.34%11.72%
2011
2.91%-0.11%
2010
13.75%11.83%
2009
32.69%24.13%
2008
-27.39%-28.00%
2007
4.29%5.99%
2006
14.17%11.29%
2005
6.60%5.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.09%1.74%5.46%N/A
20236.31%4.56%-1.47%8.21%
2022-3.01%-11.75%-2.66%5.42%
20214.04%5.53%1.65%5.93%
2020-12.05%13.70%5.80%11.34%
201911.80%4.83%0.52%5.42%
20180.36%2.06%4.64%-6.34%
20175.24%3.55%2.55%2.88%
20161.93%3.04%2.65%0.07%
20153.13%0.41%-2.83%4.47%
20142.79%3.93%0.00%4.75%
20137.55%2.35%4.40%6.21%
20129.41%-2.41%5.25%1.74%
20114.50%1.09%-11.34%9.87%
20105.76%-7.17%6.54%8.75%
2009-3.82%18.49%10.99%4.90%
2008-3.99%0.42%-7.01%-19.01%
20071.41%5.76%-1.18%-1.60%
20063.90%-0.96%4.85%5.82%
2005-0.46%1.34%3.66%1.94%

Rank In Category (By Total Return)

YTD38
1-Month44
3-Month56
1-Year49
3-Year10
5-Year6

Load Adjusted Returns

1-Year23.05%
3-Year5.38%
5-Year10.91%
10-Year10.31%