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If you invested $100 a month in T. Rowe Price Capital Appreciation Equity ETF

Buying $100 at each monthly close from July 2023 through October 2026, with dividends reinvested, turns $4,000.00 contributed into $5,268.48 as of October 29, 2026. Annualized money-weighted IRR: 17.59%.

Available history only; standard five-year history is unavailable.

Monthly scheduleInvestedValueAnnualized (money-weighted IRR)SPY same-schedule value (reinvested)
5 years · $50/monthNot enough historyNot enough historyNot enough historyNot enough history
5 years · $100/monthNot enough historyNot enough historyNot enough historyNot enough history
5 years · $500/monthNot enough historyNot enough historyNot enough historyNot enough history
10 years · $50/monthNot enough historyNot enough historyNot enough historyNot enough history
10 years · $100/monthNot enough historyNot enough historyNot enough historyNot enough history
10 years · $500/monthNot enough historyNot enough historyNot enough historyNot enough history
20 years · $50/monthNot enough historyNot enough historyNot enough historyNot enough history
20 years · $100/monthNot enough historyNot enough historyNot enough historyNot enough history
20 years · $500/monthNot enough historyNot enough historyNot enough historyNot enough history

Asset last price date: 2026-10-29; SPY last price date: 2026-10-29. The latest month may be incomplete. Zero initial investment; contributions start the following month. Monthly observations are estimates, not executable trades. Fees, taxes and FX excluded. Curated surviving assets; delisted companies are absent. Not financial advice. Past performance doesn’t predict future returns.

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Monthly closing prices. No fees, taxes or FX.

YOUR INVESTMENT TODAY
$5,268.48

$1,268.48 total gain · 31.71% total return

Amount invested$4,000.00
Annualized (money-weighted IRR)17.59%
Investment multiple1.32×

● Your investment● S&P 500 (SPY)

T. Rowe Price Capital Appreciation Equity ETF history · Methodology

2024