Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPIPX (T Rowe Price Personal Strategy Income Fu) | 4.94% | 13.30% | 10.89% | 4.73% | 6.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPIPX (T Rowe Price Personal Strategy Income Fu) | 03/31/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 13.30 | 10.89 | 4.73 | 6.74 | NA | NA | … | … | 4.94 | 12.05 | 8.66 | 12.07 | -13.58 | 7.22 | 11.81 | 15.17 | -2.91 | 12.97 | 4.70 |
| Sharpe Ratio | NA | 1.89 | 1.25 | 0.33 | 0.70 | NA | NA | … | … | 1.32 | 1.35 | 0.93 | 1.47 | -1.54 | 1.32 | 0.81 | 3.08 | -0.75 | 4.33 | 1.09 |
| Standard Deviation(%) | NA | 5.94 | 6.32 | 6.98 | 7.38 | NA | NA | … | … | 7.70 | 6.84 | 5.40 | 5.78 | 9.78 | 5.45 | 14.24 | 4.45 | 5.79 | 2.86 | 5.50 |
| Draw Down(%) | NA | 5.67 | 6.82 | 18.57 | 19.29 | NA | NA | … | … | 5.67 | 6.82 | 3.01 | 5.31 | 17.74 | 2.73 | 19.29 | 2.12 | 7.68 | 0.82 | 3.00 |
| Yield(%) | 0.00 | 6.73 | 5.31 | 4.99 | 5.23 | 3.56 | 2.67 | … | … | 0.00 | 7.55 | 4.24 | 4.19 | 4.78 | 7.72 | 4.14 | 4.22 | 4.96 | 4.32 | 2.00 |
Data as of 06/04/2026, Common starting date is 03/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPIPX (T Rowe Price Personal Strategy Income Fu) |
0.53%
Apr 2021 – Apr 2024 |
2.64%
Sep 2017 – Sep 2022 |
6.68%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPIPX (T Rowe Price Personal Strategy Income Fu) |
11.66%
Sep 2022 – Sep 2025 |
8.92%
Jun 2016 – Jun 2021 |
6.83%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart