TCAF vs. ^SP500TR
Compare and contrast key facts about T. Rowe Price Capital Appreciation Equity ETF (TCAF) and S&P 500 Total Return (^SP500TR).
TCAF is an actively managed fund by T. Rowe Price. It was launched on Jun 14, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCAF or ^SP500TR.
Correlation
The correlation between TCAF and ^SP500TR is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TCAF vs. ^SP500TR - Performance Comparison
Key characteristics
TCAF:
1.62
^SP500TR:
1.87
TCAF:
2.22
^SP500TR:
2.52
TCAF:
1.29
^SP500TR:
1.34
TCAF:
3.15
^SP500TR:
2.82
TCAF:
10.83
^SP500TR:
11.69
TCAF:
1.74%
^SP500TR:
2.04%
TCAF:
11.70%
^SP500TR:
12.77%
TCAF:
-8.80%
^SP500TR:
-55.25%
TCAF:
-0.61%
^SP500TR:
0.00%
Returns By Period
In the year-to-date period, TCAF achieves a 3.46% return, which is significantly lower than ^SP500TR's 4.64% return.
TCAF
3.46%
1.80%
6.10%
19.86%
N/A
N/A
^SP500TR
4.64%
2.57%
10.02%
25.16%
14.82%
13.33%
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Risk-Adjusted Performance
TCAF vs. ^SP500TR — Risk-Adjusted Performance Rank
TCAF
^SP500TR
TCAF vs. ^SP500TR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Equity ETF (TCAF) and S&P 500 Total Return (^SP500TR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Drawdowns
TCAF vs. ^SP500TR - Drawdown Comparison
The maximum TCAF drawdown since its inception was -8.80%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for TCAF and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
TCAF vs. ^SP500TR - Volatility Comparison
T. Rowe Price Capital Appreciation Equity ETF (TCAF) and S&P 500 Total Return (^SP500TR) have volatilities of 3.10% and 3.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.