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T. Rowe Price All-Cap Opportunities-I (PNAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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69.43-1.05 (-1.49%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.64%
5-Year Average Return16.78%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)44.90%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return44.90%
Worst 3-Yr Total Return7.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPNAIXCategory
YTD13.50%12.38%
1-Month3.08%5.09%
3-Month13.50%10.28%
1-Year36.86%41.70%
3-Year10.34%22.56%
5-Year18.79%21.98%
10-Year16.40%15.99%
Last Bull Market39.91%25.99%
Last Bear Market-18.21%-17.29%

Annual Total Return (%) History

Year
PNAIXCategory
2024
N/AN/A
2023
29.19%N/A
2022
-21.19%N/A
2021
20.98%N/A
2020
44.90%35.86%
2019
35.18%31.90%
2018
1.42%-2.09%
2017
34.76%27.67%
2016
1.52%3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.50%N/AN/AN/A
20237.14%10.16%-1.14%10.72%
2022-6.12%-18.21%-4.20%7.13%
20214.05%10.18%-0.47%6.02%
2020-13.81%30.68%11.38%15.49%
201915.78%5.39%0.09%10.68%
20184.44%5.74%7.24%-14.36%
201711.98%7.31%4.65%7.16%
2016-4.77%0.75%6.01%-0.19%

Rank In Category (By Total Return)

YTD32
1-Month14
3-Month32
1-Year55
3-Year33
5-Year9

Load Adjusted Returns

1-Year36.86%
3-Year10.34%
5-Year18.79%
10-Year16.40%