TRAIX vs. USD=X
TRAIX (T. Rowe Price Capital Appreciation Fund - I Class) is Diversified Portfolio fund actively managed by T. Rowe Price, while USD=X (USD Cash) is a currency. Over the past 10 years, TRAIX returned 11.25%/yr vs 0.00%/yr for USD=X.
Performance
TRAIX vs. USD=X - Performance Comparison
Loading charts...
Returns By Period
TRAIX
- 1D
- 0.60%
- 1M
- -1.15%
- YTD
- 3.78%
- 6M
- 4.18%
- 1Y
- 11.26%
- 3Y*
- 12.69%
- 5Y*
- 8.41%
- 10Y*
- 11.25%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
TRAIX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRAIX T. Rowe Price Capital Appreciation Fund - I Class | 3.78% | 12.57% | 12.64% | 19.01% | -11.89% | 18.59% | 18.28% | 24.71% | 0.76% | 15.45% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TRAIX vs. USD=X — Risk / Return Rank
TRAIX
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TRAIX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) and USD Cash (USD=X). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TRAIX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.28 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | — | — |
| Martin ratioReturn relative to average drawdown | 7.83 | — | — |
Loading charts...
Drawdowns
TRAIX vs. USD=X - Drawdown Comparison
The maximum TRAIX drawdown since its inception was -26.84%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for TRAIX and USD=X.
Loading charts...
Drawdown Indicators
| TRAIX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.84% | 0.00% | -26.84% |
Max Drawdown (1Y)Largest decline over 1 year | -6.30% | 0.00% | -6.30% |
Max Drawdown (3Y)Largest decline over 3 years | -16.02% | 0.00% | -16.02% |
Max Drawdown (5Y)Largest decline over 5 years | -17.00% | 0.00% | -17.00% |
Max Drawdown (10Y)Largest decline over 10 years | -26.84% | 0.00% | -26.84% |
Current DrawdownCurrent decline from peak | -2.37% | 0.00% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -2.82% | 0.00% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.48% | 0.00% | +1.48% |
Volatility
TRAIX vs. USD=X - Volatility Comparison
T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) has a higher volatility of 2.68% compared to USD Cash (USD=X) at 0.00%. This indicates that TRAIX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TRAIX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 0.00% | +2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.15% | 0.00% | +6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.67% | 0.00% | +7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.79% | 0.00% | +12.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.76% | 0.00% | +12.76% |
Frequently Asked Questions
TRAIX has higher volatility (2.68%) compared to USD=X (0.00%). In terms of maximum drawdown, TRAIX dropped -26.84% vs USD=X's 0.00%.
Find the right allocation for TRAIX and USD=X
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer