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T. Rowe Price All-Cap Opportunities Fund (PRWAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US7795571071

CUSIP

779557107

Issuer

T. Rowe Price

Inception Date

Sep 30, 1985

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

PRWAX features an expense ratio of 0.76%, falling within the medium range.


Expense ratio chart for PRWAX: current value at 0.76% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.76%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PRWAX vs. PRCOX PRWAX vs. APGAX PRWAX vs. RPMGX PRWAX vs. FDSVX PRWAX vs. VFIAX PRWAX vs. VWNDX PRWAX vs. TRMCX PRWAX vs. SCHD PRWAX vs. VEIPX PRWAX vs. VDIGX
Popular comparisons:
PRWAX vs. PRCOX PRWAX vs. APGAX PRWAX vs. RPMGX PRWAX vs. FDSVX PRWAX vs. VFIAX PRWAX vs. VWNDX PRWAX vs. TRMCX PRWAX vs. SCHD PRWAX vs. VEIPX PRWAX vs. VDIGX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in T. Rowe Price All-Cap Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%2,500.00%JulyAugustSeptemberOctoberNovemberDecember
451.82%
2,429.90%
PRWAX (T. Rowe Price All-Cap Opportunities Fund)
Benchmark (^GSPC)

Returns By Period

T. Rowe Price All-Cap Opportunities Fund had a return of 16.34% year-to-date (YTD) and 17.08% in the last 12 months. Over the past 10 years, T. Rowe Price All-Cap Opportunities Fund had an annualized return of 5.96%, while the S&P 500 had an annualized return of 11.06%, indicating that T. Rowe Price All-Cap Opportunities Fund did not perform as well as the benchmark.


PRWAX

YTD

16.34%

1M

-8.01%

6M

-1.70%

1Y

17.08%

5Y*

6.48%

10Y*

5.96%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of PRWAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.91%6.98%3.07%-4.31%4.84%4.18%-0.55%2.65%1.61%-1.18%6.34%16.34%
20236.06%-2.04%3.08%2.13%1.33%6.41%4.23%-0.94%-4.27%-1.43%8.07%-1.00%22.94%
2022-6.99%-1.23%2.14%-10.24%-1.27%-7.75%8.90%-4.56%-7.84%8.33%4.45%-8.19%-23.67%
2021-1.39%5.22%0.25%6.71%-0.41%3.65%2.23%1.79%-4.39%4.76%-1.26%-15.29%-0.10%
20203.07%-6.29%-10.79%15.81%7.03%5.40%8.34%7.10%-4.04%-1.49%11.85%-9.62%24.81%
201910.28%3.80%1.13%4.23%-5.59%7.05%1.81%-2.02%0.32%2.64%4.76%-3.61%26.48%
20189.60%-2.26%-2.53%1.30%3.09%1.22%2.72%4.02%0.34%-8.60%1.75%-17.59%-9.32%
20175.36%4.43%1.75%3.14%3.65%0.33%2.72%1.31%0.54%4.39%2.51%-10.76%19.98%
2016-9.65%-1.16%6.62%-0.43%3.12%-1.90%5.27%-0.83%1.52%-1.17%0.33%-5.16%-4.41%
2015-0.45%6.84%-0.54%0.04%1.93%-1.48%3.54%-6.55%-4.17%10.77%1.72%-10.05%-0.12%
2014-1.77%4.98%-3.95%-3.18%4.25%2.72%-0.68%4.42%-1.53%2.89%2.69%-14.16%-4.89%
20134.43%0.00%3.73%0.77%2.01%-0.87%6.33%-1.02%6.54%4.63%2.94%-7.77%22.97%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PRWAX is 64, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PRWAX is 6464
Overall Rank
The Sharpe Ratio Rank of PRWAX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of PRWAX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of PRWAX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of PRWAX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of PRWAX is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for T. Rowe Price All-Cap Opportunities Fund (PRWAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PRWAX, currently valued at 1.19, compared to the broader market-1.000.001.002.003.004.001.192.10
The chart of Sortino ratio for PRWAX, currently valued at 1.52, compared to the broader market-2.000.002.004.006.008.0010.001.522.80
The chart of Omega ratio for PRWAX, currently valued at 1.25, compared to the broader market0.501.001.502.002.503.003.501.251.39
The chart of Calmar ratio for PRWAX, currently valued at 0.69, compared to the broader market0.002.004.006.008.0010.0012.0014.000.693.09
The chart of Martin ratio for PRWAX, currently valued at 7.06, compared to the broader market0.0020.0040.0060.007.0613.49
PRWAX
^GSPC

The current T. Rowe Price All-Cap Opportunities Fund Sharpe ratio is 1.19. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of T. Rowe Price All-Cap Opportunities Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.19
2.10
PRWAX (T. Rowe Price All-Cap Opportunities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

T. Rowe Price All-Cap Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.10%0.20%0.30%0.40%$0.00$0.05$0.10$0.15$0.2020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
Dividend$0.00$0.13$0.00$0.00$0.02$0.22$0.10$0.08$0.02

Dividend yield

0.00%0.20%0.00%0.00%0.03%0.40%0.23%0.17%0.05%

Monthly Dividends

The table displays the monthly dividend distributions for T. Rowe Price All-Cap Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2016$0.02$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.86%
-2.62%
PRWAX (T. Rowe Price All-Cap Opportunities Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the T. Rowe Price All-Cap Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the T. Rowe Price All-Cap Opportunities Fund was 70.45%, occurring on Nov 20, 2008. Recovery took 2265 trading sessions.

The current T. Rowe Price All-Cap Opportunities Fund drawdown is 12.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.45%Jul 20, 19982609Nov 20, 20082265Nov 21, 20174874
-41.52%Nov 17, 2021229Oct 14, 2022
-38.18%Aug 26, 198746Oct 28, 1987415May 31, 1989461
-31.13%Oct 10, 1989263Oct 11, 1990119Mar 27, 1991382
-30.5%Feb 20, 202023Mar 23, 202050Jun 3, 202073

Volatility

Volatility Chart

The current T. Rowe Price All-Cap Opportunities Fund volatility is 9.04%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
9.04%
3.79%
PRWAX (T. Rowe Price All-Cap Opportunities Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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