T. Rowe Price Capital Appreciation Fund (PRWCX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.20% | 3.92% | -1.72% |
Year-to-Date | 2.65% | 3.27% | -0.61% |
1 Year | 10.23% | 0.00% | 10.23% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
24%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 24% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.71%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$906
Real cost (fees + lost compounding)
$1,120
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-0.16%