Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRSIX (T.ROWE PRICE PERSONAL STRATEGY INCOME FUND T. ROWE PRICE PERSONAL STRATEGY INCOME FUND) | 5.40% | 13.98% | 10.94% | 4.80% | 6.70% | 6.39% | 6.29% | … | … |
Data as of 06/03/2026, Common starting date is 02/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRSIX (T.ROWE PRICE PERSONAL STRATEGY INCOME FUND T. ROWE PRICE PERSONAL STRATEGY INCOME FUND) | 02/01/1996 | 06/03/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 13.98 | 10.94 | 4.80 | 6.70 | 6.39 | 6.29 | … | … | 5.40 | 11.91 | 8.53 | 11.97 | -13.65 | 7.07 | 11.70 | 15.11 | -3.02 | 12.79 | 6.27 | 0.01 | 4.50 | 11.95 | 12.53 | 0.89 | 11.68 | 25.47 | -20.38 | 7.26 | 9.64 | 5.19 | 9.95 | 18.58 | -3.37 | 0.95 | 6.59 | 5.17 | 11.50 | 15.01 | 10.00 |
| Sharpe Ratio | NA | 2.04 | 1.27 | 0.33 | 0.70 | NA | NA | … | … | 1.57 | 1.33 | 0.91 | 1.42 | -1.55 | 1.30 | 0.80 | 3.04 | -0.77 | 4.42 | 0.96 | 0.00 | 0.91 | 2.13 | 1.91 | 0.07 | 1.32 | 1.98 | -1.25 | 0.62 | 1.17 | 0.60 | 1.56 | 2.81 | -0.54 | -0.22 | 0.35 | 0.29 | 1.14 | 1.88 | 1.22 |
| Standard Deviation(%) | NA | 5.83 | 6.33 | 6.98 | 7.37 | NA | NA | … | … | 7.49 | 6.83 | 5.42 | 5.91 | 9.75 | 5.44 | 14.24 | 4.49 | 5.76 | 2.76 | 6.29 | 6.02 | 4.92 | 5.60 | 6.59 | 11.61 | 8.80 | 12.85 | 17.02 | 6.61 | 5.35 | 4.86 | 5.75 | 6.37 | 8.39 | 6.82 | 6.74 | 6.10 | 7.07 | 6.01 | 6.02 |
| Draw Down(%) | NA | 5.02 | 6.80 | 18.69 | 19.28 | NA | NA | … | … | 5.02 | 6.80 | 3.05 | 5.38 | 17.78 | 2.78 | 19.28 | 2.12 | 7.77 | 0.80 | 5.02 | 6.85 | 4.03 | 5.28 | 5.66 | 10.87 | 7.09 | 12.47 | 28.50 | 4.26 | 4.55 | 3.41 | 4.90 | 5.06 | 11.95 | 9.01 | 3.56 | 5.45 | 8.33 | 3.99 | 3.16 |
| Yield(%) | 0.00 | 7.29 | 5.43 | 5.02 | 5.19 | 5.19 | 5.27 | … | … | 0.62 | 7.42 | 4.12 | 4.06 | 4.61 | 7.62 | 4.03 | 4.11 | 4.86 | 4.21 | 2.33 | 4.36 | 5.75 | 5.28 | 3.11 | 2.54 | 2.88 | 2.86 | 2.94 | 8.07 | 4.34 | 3.59 | 2.81 | 2.73 | 2.97 | 3.66 | 5.33 | 6.79 | 4.74 | 7.05 | 12.20 |
Data as of 06/03/2026, Common starting date is 02/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSIX (T.ROWE PRICE PERSONAL STRATEGY INCOME FUND T. ROWE PRICE PERSONAL STRATEGY INCOME FUND) |
-5.13%
Feb 2006 – Feb 2009 |
-0.36%
Feb 2004 – Feb 2009 |
2.87%
Feb 1999 – Feb 2009 |
4.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSIX (T.ROWE PRICE PERSONAL STRATEGY INCOME FUND T. ROWE PRICE PERSONAL STRATEGY INCOME FUND) |
17.49%
Feb 2009 – Feb 2012 |
14.28%
Feb 2009 – Feb 2014 |
9.44%
Feb 2009 – Feb 2019 |
7.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart