Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PaulO T Rowe Price NoLoad Funds Strategic Asset Allocation - Equal Weight Moderate | NA | -0.19% | 0.90% | 3.83% | 3.95% | 5.95% | 5.91% | 6.58% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PaulO T Rowe Price NoLoad Funds Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | -0.19 | 0.90 | 3.83 | 3.95 | 5.95 | 5.91 | 6.58 | -0.19 | 8.76 | -12.57 | 8.62 | 12.04 | 18.29 | -7.29 | 10.91 | 5.33 | 2.40 | 6.21 | 5.77 | 12.45 | -8.23 | 13.48 | 31.41 | -27.35 | 10.04 | 16.91 | 14.54 | 17.59 | 25.96 | 1.84 | 6.03 |
| Sharpe Ratio | NA | -0.05 | -0.10 | 0.32 | 0.42 | NA | NA | 0.57 | -0.06 | 0.56 | -1.29 | 1.06 | 0.61 | 2.49 | -0.93 | 2.22 | 0.66 | 0.28 | 1.01 | 0.93 | 2.15 | -0.64 | 1.29 | 1.84 | -1.60 | 0.83 | 1.72 | 1.91 | 2.20 | 4.82 | 0.11 | 0.51 |
| Standard Deviation(%) | NA | 8.00 | 9.03 | 11.56 | 9.74 | NA | NA | 9.91 | 7.55 | 8.10 | 10.81 | 8.14 | 19.42 | 6.77 | 9.23 | 4.63 | 7.83 | 8.46 | 6.11 | 6.17 | 5.78 | 12.86 | 10.41 | 16.97 | 17.69 | 8.45 | 7.94 | 6.48 | 7.58 | 5.24 | 6.48 | 7.34 |
| Draw Down(%) | NA | 8.66 | 17.30 | 25.04 | 25.04 | NA | NA | 39.64 | 2.05 | 8.66 | 16.41 | 4.76 | 25.04 | 3.45 | 13.47 | 2.57 | 6.54 | 8.53 | 4.42 | 8.24 | 5.27 | 15.36 | 8.71 | 16.82 | 36.15 | 7.08 | 8.10 | 5.45 | 8.86 | 2.81 | 11.30 | 9.21 |
| Yield(%) | NA | 4.34 | 4.77 | 3.93 | 3.31 | NA | NA | 3.81 | 0.15 | 4.47 | 4.26 | 5.54 | 3.72 | 1.77 | 3.11 | 0.38 | 3.57 | 3.29 | 3.03 | 2.63 | 2.85 | 1.38 | 4.24 | 3.71 | 4.00 | 7.41 | 5.26 | 5.53 | 4.54 | 3.78 | 3.35 | 5.71 |
Data as of 10/31/2023, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PaulO T Rowe Price NoLoad Funds Strategic Asset Allocation - Equal Weight Moderate |
-7.52%
Feb 2006 - Feb 2009 |
1.33%
May 2007 - May 2012 |
3.51%
Mar 2010 - Mar 2020 |
3.55%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PaulO T Rowe Price NoLoad Funds Strategic Asset Allocation - Equal Weight Moderate |
21.81%
Mar 2003 - Mar 2006 |
18.40%
Oct 2002 - Oct 2007 |
9.99%
Mar 2001 - Mar 2011 |
8.54%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart