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

Nasdaq - Nasdaq Delayed price. Currency in USD
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73.37-0.24 (-0.33%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.80%
5-year average return18.44%
Number of years up7
Number of years down1
Best 1-yr total return (15 May 2024)44.90%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return44.90%
Worst 3-yr total return7.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPNAIXCategory
YTD8.64%12.38%
1-month-4.29%5.09%
3-month5.55%10.28%
1-year28.25%41.70%
3-year6.41%22.56%
5-year16.78%21.98%
10-year16.27%15.99%
Last bull market27.47%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)

YTD24
1-month28
3-month20
1-year61
3-year34
5-year8

Load adjusted returns

1-year28.25%
3-year6.41%
5-year16.78%
10-year16.27%