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T. ROWE PRICE CAPITAL APPRECIATION FUND ESTABLISHES NEW RECORD FOR PERFORMANCE CONSISTENCY

T. ROWE PRICE CAPITAL APPRECIATION FUND ESTABLISHES NEW RECORD FOR PERFORMANCE CONSISTENCY

普信集團資本增值基金在業績一致性方面創下新紀錄
PR Newswire ·  01/14 16:08

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%。

The performance data shown is past performance and is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. To obtain the most recent month-end performance, visit troweprice.com. Not all investors will obtain these results.
績效數據僅爲過往表現,不保證未來結果。投資回報和本金價值會波動,因此投資者在贖回時,其股份可能比原成本更高或更低。當前表現可能高於或低於所引用的績效數據。要獲取最新的月末表現,請訪問troweprice.com。並非所有投資者都能獲得這些結果。
T. Rowe Price Logo (PRNewsfoto/T. Rowe Price Group)
普信集團標誌 (PRNewsfoto/普信集團)

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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