T. ROWE PRICE CAPITAL APPRECIATION FUND ESTABLISHES NEW RECORD FOR PERFORMANCE CONSISTENCY
T. ROWE PRICE CAPITAL APPRECIATION FUND ESTABLISHES NEW RECORD FOR PERFORMANCE CONSISTENCY
David Giroux's fund has beaten its Morningstar peer group average for 17 consecutive years
David Giroux的基金在過去17年中持續超越晨星同業平均水平。
BALTIMORE, Jan. 14, 2025 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global investment management firm and leader in retirement, announced that, as of the close of 2024, the T. Rowe Price Capital Appreciation Fund (Ticker: PRWCX) holds the longest streak of outperformance versus its Morningstar peers among any U.S. equity or multi-asset fund under the same portfolio manager. Managed by David Giroux, CFA, the fund has beaten its Morningstar peer group average for 17 consecutive years1, setting the record not only in its Moderate Allocation peer group but also among all U.S. equity or multi-asset peer groups.
The assessment of Giroux's performance streak is based on an analysis by T. Rowe Price, which compared the Capital Appreciation Fund to more than 3,000 funds since 1925, reflecting the first full calendar year of performance of the first mutual fund. The analysis reviewed U.S. domiciled funds and exchange traded funds (ETFs) within the Morningstar Direct database that have at least a 17-year track record. The analysis concluded that no multi-asset or U.S. equity mutual fund or ETF in history has had a longer streak under the same portfolio manager.
An investor who made an initial investment of $100,000 in the Capital Appreciation Fund in 2008, would have had $490,000 at the end of 2024, compared to $253,000 from the Morningstar U.S. Fund Moderate Allocation category average, or 94% more dollars than the category average.
巴爾的摩,2025年1月14日 /PRNewswire/ -- 普信集團(納斯達克-GS: TROW)是一家全球投資管理公司及養老領域的領導者,宣佈截至2024年結束,智通資本增值基金(逐筆明細: PRWCX)在所有美國股票或多資產基金中,其在同一投資組合經理管理下的超越表現記錄最長。該基金由CFA大衛·吉魯管理,已連續17年超越晨星同業平均水平,不僅在其中等配置同業組中創下記錄,也在所有美國股票或多資產同業組中保持領先。
對吉魯表現記錄的評估是基於智通集團的分析,該分析將資本增值基金與自1925年以來超過3000只基金進行了比較,反映了第一隻共同基金的第一個完整日歷年的表現。該分析審查了在晨星直接數據庫中,至少有17年曆史的美國本土基金和ETF。分析得出結論,歷史上沒有任何多資產或美國股票共同基金或ETF在同一投資組合經理管理下有過更長的表現記錄。
如果一位投資者在2008年對資本增值基金進行了10萬美元的首次投資,則到2024年底,其價值將達到49萬美元,而晨星美國基金中等配置類別的平均值是25.3萬美元,比該類別平均值多出94%。
譯文內容由第三人軟體翻譯。
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