USD=X vs. TRAIX
USD=X (USD Cash) is a currency, while TRAIX (T. Rowe Price Capital Appreciation Fund - I Class) is Diversified Portfolio fund actively managed by T. Rowe Price. Over the past 10 years, USD=X returned 0.00%/yr vs 11.25%/yr for TRAIX.
Performance
USD=X vs. TRAIX - Performance Comparison
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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%
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 vs. TRAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
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Return for Risk
USD=X vs. TRAIX — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TRAIX
USD=X vs. TRAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and T. Rowe Price Capital Appreciation Fund - I Class (TRAIX). 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=X | TRAIX | 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 | — |
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Drawdowns
USD=X vs. TRAIX - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum TRAIX drawdown of -26.84%. Use the drawdown chart below to compare losses from any high point for USD=X and TRAIX.
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Drawdown Indicators
| USD=X | TRAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -26.84% | +26.84% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -6.30% | +6.30% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -16.02% | +16.02% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -17.00% | +17.00% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | -26.84% | +26.84% |
Current DrawdownCurrent decline from peak | 0.00% | -2.37% | +2.37% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -2.82% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 1.48% | -1.48% |
Volatility
USD=X vs. TRAIX - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) has a volatility of 2.68%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than TRAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USD=X | TRAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 2.68% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 6.15% | -6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 7.67% | -7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 12.79% | -12.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 12.76% | -12.76% |
Frequently Asked Questions
TRAIX has higher volatility (2.68%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs TRAIX's -26.84%.
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