TCAF Performance & Benchmarks - 13.3% in 12m

The Total Return for 3m is 12.1%, for 6m 5% and YTD 8%. Compare with Peer-Group: Large Blend

Performance Rating 54.52%
#147 in Peer-Group
Rel. Strength 62.37%
#2893 in Stock-Universe
Total Return 12m 13.33%
#120 in Peer-Group
Total Return 5y 41.61%
#159 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 36.71 USD
52 Week Low 28.96 USD
Sentiment Value
VRO Trend Strength +-100 37.40
Buy/Sell Signal +-5 0.00
Support / Resistance Levels
Support
Resistance
12m Total Return: TCAF (13.3%) vs SPY (15.9%)
Total Return of T. Rowe Price versus its related sector ETF SPY
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for TCAF Performance & Benchmarks - 13.3% in 12m

Top Performer in Large Blend

Short Term Performance

Symbol 1w 1m 3m
TCAF -2.1% 1.96% 12.1%
NETZ 0.53% 7.88% 28.4%
HCMT -4.13% 2.06% 23.1%
SAMT -1.40% 3.95% 17.5%

Long Term Performance

Symbol 6m 12m 5y
TCAF 4.96% 13.3% 41.6%
NETZ 22.0% 40.9% 93.9%
GDE 19.5% 45.9% 104%
SPMO 13.7% 35.0% 152%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
SPMO NYSE ARCA
Invesco SP500 Momentum
2.25% 35% 152% - - - - -
FMIL BATS
Fidelity New Millennium
3.22% 18.1% 159% - - - - -
FFLC BATS
Fidelity Fundamental Large
1.19% 15.8% 156% - - - - -
USMC NASDAQ
Principal U.S. Mega-Cap
-0.17% 17.3% 110% - - - - -
OMFL BATS
Oppenheimer Russell 1000
-0.4% 15.8% 101% - - - - -
JQUA NYSE ARCA
JPMorgan U.S. Quality
-0.65% 13.8% 101% - - - - -
RECS NYSE ARCA
Columbia Trust I
1.06% 16.4% 115% - - - - -
LRGF NYSE ARCA
iShares U.S. Equity Factor
0.58% 17.5% 111% - - - - -

Performance Comparison: TCAF vs SPY vs S&P 500

SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for TCAF
Total Return (including Dividends) TCAF SPY S&P 500
1 Month 1.96% 0.66% 0.66%
3 Months 12.07% 11.66% 11.66%
12 Months 13.33% 15.92% 15.92%
5 Years 41.61% 103.09% 103.09%

Trend Stabilty (consistency of price movement) TCAF SPY S&P 500
1 Month 87.4% 66.4% 66.4%
3 Months 97.5% 96.6% 96.6%
12 Months 45.7% 50% 50%
5 Years 91.9% 84% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. SPY vs. S&P 500
1 Month 96 %th 1.29% 1.29%
3 Month 80 %th 0.37% 0.37%
12 Month 47 %th -2.24% -2.24%
5 Years 62 %th -2.17% -2.17%

FAQs

Does T. Rowe Price (TCAF) outperform the market?

No, over the last 12 months TCAF made 13.33%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%. Over the last 3 months TCAF made 12.07%, while SPY made 11.66%.

Performance Comparison TCAF vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

TCAF vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.3% 1.3% 0.3% -3%
US NASDAQ 100 QQQ 0.1% 0.7% -2.2% -8%
German DAX 40 DAX 1.2% 3% -3.9% -16%
Shanghai Shenzhen CSI 300 CSI 300 0.5% -0.7% -4% -8%
Hongkong Hang Seng HSI 0.1% -0.2% -22.4% -26%
India NIFTY 50 INDA -0.1% 7.6% 1.4% 20%
Brasil Bovespa EWZ -1% 9.4% -2% 10%

TCAF vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.7% 3.5% 1% -11%
Consumer Discretionary XLY 1.8% 3% 10.2% -6%
Consumer Staples XLP -0.5% 4.2% 2.6% 9%
Energy XLE -0.4% 1.8% 6.4% 16%
Financial XLF 1.7% 4.4% 4% -8%
Health Care XLV 1.8% 6% 15.3% 25%
Industrial XLI 1.3% 0.8% -5% -8%
Materials XLB 4% 5.7% 6.4% 17%
Real Estate XLRE 1.4% 2.9% 3.6% 11%
Technology XLK -0.2% -0.5% -8.3% -10%
Utilities XLU -3.6% -2.8% -6.2% -6%
Aerospace & Defense XAR 0.7% -2.1% -17.8% -32%
Biotech XBI -0.2% -1.5% 11% 26%
Homebuilder XHB 0.4% 0.8% 6.2% 22%
Retail XRT 2.7% 3.9% 5.7% 10%

TCAF vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -5.6% -2.81% 5.42% 12%
Natural Gas UNG -0.6% 11.8% 27.8% 9%
Gold GLD -2.7% 1.5% -14% -24%
Silver SLV 1% -0.7% -12.2% -16%
Copper CPER 21% 14.6% 3.5% 5%

TCAF vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.7% 2.3% 3.6% 18%
iShares High Yield Corp. Bond HYG -1.5% 2.2% 1.6% 5%