PortfoliosLab logoPortfoliosLab logo
USD=X vs. PNAIX
Performance
Return for Risk
Drawdowns
Volatility

Performance

USD=X vs. PNAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USD Cash (USD=X) and T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


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%

PNAIX

1D
2.25%
1M
-1.01%
YTD
-1.66%
6M
-1.61%
1Y
10.14%
3Y*
17.41%
5Y*
9.52%
10Y*
15.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USD=X vs. PNAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PNAIX
T. Rowe Price All-Cap Opportunities Fund I Class
-1.66%16.53%25.43%29.18%-21.25%20.76%44.92%35.66%1.40%20.15%

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

USD=X vs. PNAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USD=X

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


PNAIX
PNAIX Risk / Return Rank: 1313
Overall Rank
PNAIX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
PNAIX Sortino Ratio Rank: 1313
Sortino Ratio Rank
PNAIX Omega Ratio Rank: 1313
Omega Ratio Rank
PNAIX Calmar Ratio Rank: 1111
Calmar Ratio Rank
PNAIX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USD=X vs. PNAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX). 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.


USD=XPNAIXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.14

Calmar ratioReturn relative to maximum drawdown

0.75

Martin ratioReturn relative to average drawdown

2.60

USD=X vs. PNAIX - Sharpe Ratio Comparison


Loading charts...

Drawdowns

USD=X vs. PNAIX - Drawdown Comparison

The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum PNAIX drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for USD=X and PNAIX.


Loading charts...

Drawdown Indicators


USD=XPNAIXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-30.49%

+30.49%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-14.02%

+14.02%

Max Drawdown (3Y)

Largest decline over 3 years

0.00%

-19.05%

+19.05%

Max Drawdown (5Y)

Largest decline over 5 years

0.00%

-29.29%

+29.29%

Max Drawdown (10Y)

Largest decline over 10 years

0.00%

-30.49%

+30.49%

Current Drawdown

Current decline from peak

0.00%

-3.56%

+3.56%

Average Drawdown

Average peak-to-trough decline

0.00%

-5.52%

+5.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

4.01%

-4.01%

Volatility

USD=X vs. PNAIX - Volatility Comparison

The current volatility for USD Cash (USD=X) is 0.00%, while T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX) has a volatility of 5.17%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than PNAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


USD=XPNAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

5.17%

-5.17%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

11.38%

-11.38%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

13.90%

-13.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

17.69%

-17.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

19.20%

-19.20%

Frequently Asked Questions


PNAIX has higher volatility (5.17%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs PNAIX's -30.49%.

Portfolio Optimizer

Find the right allocation for USD=X and PNAIX

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