T. Rowe Price All-cap Opportunities Fund Advisor Class: (MF: PAWAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$68.73 USD
+1.01 (1.49%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -4.57 | 43 |
3 months | -4.57 | 43 |
6 months | -2.93 | 43 |
1 Year | 5.08 | 36 |
3 Year | 8.69 | 20 |
5 Year | 19.44 | 9 |
10 Year | 14.77 | 2 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -45.62 |
Bull Market (2/09 - 3/21) | 1,368.04 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 5.08 |
5 Year | 19.44 |
10 Year | 14.78 |
Since Inception | 12.33 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -4.57 | NA | NA | NA |
2024 | 13.39 | 4.44 | 3.66 | 1.71 |
2023 | 7.06 | 10.04 | -1.21 | 10.60 |
2022 | -6.23 | -18.29 | -4.27 | 7.02 |
2021 | 3.94 | 10.07 | -0.56 | 5.91 |
2020 | -13.89 | 30.53 | 11.26 | 15.39 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -4.57 | 24.87 | 28.72 | -21.51 | 20.50 | 44.30 | 34.65 | 1.00 | 34.21 | 1.13 | 8.51 |
% Total Return Rel to Index | -0.30 | -0.14 | 2.47 | -3.31 | -8.18 | 25.90 | 3.16 | 5.39 | 12.42 | -10.80 | 7.12 |
% Total Return Rel to Peer | 0.44 | 5.48 | 5.72 | -1.81 | -1.55 | 24.38 | 6.22 | 7.86 | 13.53 | -6.68 | 10.11 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 6.73 | 3.13 | 1.62 | 13.77 | 10.31 | 3.62 | 5.32 | 5.75 | 2.46 | 3.58 |
Expense Ratio | 0.00 | 1.05 | 1.04 | 1.06 | 1.05 | 1.05 | 1.05 | 1.06 | 1.06 | 1.07 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%