Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBAIX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND-I CLASS) | 7.22% | 8.24% | 12.77% | 8.66% | NA | NA | NA | 9.31% |
Data as of 07/14/2025, AR inception is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBAIX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND-I CLASS) | 12/18/2015 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 8.24 | 12.77 | 8.66 | NA | NA | NA | 9.31 | 7.22 | 11.87 | 18.12 | -17.14 | 13.45 | 14.66 | 20.94 | -4.85 | 18.20 | 6.11 | 1.08 |
| Sharpe Ratio | NA | 0.47 | 0.81 | 0.60 | NA | NA | NA | 0.62 | 0.83 | 1.00 | 1.65 | -1.18 | 1.61 | 0.65 | 2.61 | -0.64 | 4.01 | 0.61 | 4.73 |
| Standard Deviation(%) | NA | 11.64 | 11.01 | 11.12 | NA | NA | NA | 11.75 | 13.64 | 8.23 | 8.85 | 15.81 | 8.34 | 22.11 | 7.47 | 9.72 | 4.39 | 9.67 | 8.52 |
| Draw Down(%) | NA | 10.41 | 13.46 | 23.32 | NA | NA | NA | 25.49 | 10.41 | 4.65 | 7.90 | 22.89 | 3.68 | 25.49 | 3.78 | 12.31 | 1.26 | 7.88 | 1.11 |
| Yield(%) | 0.00 | 6.39 | 5.80 | 6.38 | 6.25 | 4.17 | 3.13 | 6.95 | 0.46 | 7.79 | 4.44 | 4.14 | 9.83 | 5.10 | 4.16 | 7.52 | 7.29 | 3.68 | 0.00 |
Data as of 07/14/2025, AR inception is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAIX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND-I CLASS) |
2.17%
Sep 2019 - Sep 2022 |
3.82%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAIX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND-I CLASS) |
16.31%
Dec 2018 - Dec 2021 |
12.20%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart