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 - Optimal Moderate | NA | 22.01% | 0.77% | 5.71% | 5.48% | 6.56% | 6.35% | 7.07% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PaulO T Rowe Price NoLoad Funds Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.96 | 22.01 | 0.77 | 5.71 | 5.48 | 6.56 | 6.35 | 7.07 | NA | 8.12 | 13.69 | -16.73 | 5.37 | 17.81 | 17.64 | -5.71 | 10.40 | 8.13 | 0.56 | 4.62 | 10.20 | 9.19 | -0.18 | 14.61 | 28.50 | -27.68 | 9.99 | 14.75 | 10.37 | 17.23 | 27.26 | -1.60 | 2.79 |
| Sharpe Ratio | NA | 0.35 | -0.28 | 0.20 | 0.37 | NA | NA | 0.49 | 0.04 | 0.20 | 1.12 | -1.42 | 0.62 | 0.95 | 2.40 | -0.78 | 1.66 | 0.89 | 0.06 | 0.69 | 1.38 | 1.12 | -0.01 | 1.19 | 1.51 | -1.22 | 0.68 | 1.39 | 1.26 | 1.97 | 3.45 | -0.30 | 0.06 |
| Standard Deviation(%) | NA | 7.62 | 9.89 | 11.95 | 10.13 | NA | NA | 11.09 | 8.10 | 7.68 | 8.40 | 12.74 | 8.67 | 18.56 | 6.77 | 9.04 | 5.87 | 8.89 | 8.60 | 6.67 | 7.38 | 8.12 | 14.44 | 12.17 | 18.80 | 23.53 | 10.24 | 8.26 | 6.49 | 8.26 | 7.70 | 8.92 | 8.35 |
| Draw Down(%) | NA | 4.54 | 20.73 | 23.18 | 23.18 | NA | NA | 41.56 | 0.70 | 4.54 | 8.06 | 21.15 | 5.68 | 22.45 | 3.01 | 12.48 | 5.01 | 6.99 | 9.34 | 4.81 | 8.10 | 8.57 | 15.22 | 9.02 | 18.01 | 39.94 | 7.41 | 9.58 | 4.36 | 8.24 | 6.69 | 14.31 | 11.77 |
| Yield(%) | NA | 3.65 | 4.36 | 3.89 | 3.42 | NA | NA | 3.50 | NA | 0.59 | 3.60 | 4.54 | 4.24 | 4.56 | 1.77 | 4.66 | 0.24 | 3.14 | 2.57 | 4.51 | 4.06 | 2.24 | 3.58 | 3.03 | 2.32 | 2.93 | 6.92 | 4.20 | 3.82 | 3.73 | 2.94 | 2.85 | 3.45 |
Data as of 10/31/2024, 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 - Optimal Moderate |
-8.59%
Feb 2006 - Feb 2009 |
-0.19%
Feb 2004 - Feb 2009 |
4.04%
Oct 2013 - Oct 2023 |
3.84%
Sep 2007 - Sep 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 - Optimal Moderate |
21.85%
Feb 2009 - Feb 2012 |
17.22%
Oct 2002 - Oct 2007 |
10.08%
Feb 2009 - Feb 2019 |
8.78%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart