Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RPGAX (T. ROWE PRICE GLOBAL ALLOCATION FUND INC. T. ROWE PRICE GLOBAL ALLOCATION FUND INC.) | 7.26% | 5.41% | 9.23% | 5.46% | 5.54% | NA | NA | 6.38% |
Data as of 07/11/2025, AR inception is 06/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPGAX (T. ROWE PRICE GLOBAL ALLOCATION FUND INC. T. ROWE PRICE GLOBAL ALLOCATION FUND INC.) | 06/24/2013 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 5.41 | 9.23 | 5.46 | 5.54 | NA | NA | 6.38 | 7.26 | 6.95 | 13.78 | -15.81 | 2.37 | 14.65 | 19.37 | -6.87 | 17.02 | 6.47 | -0.29 | 4.14 | 13.18 |
| Sharpe Ratio | NA | 0.36 | 0.61 | 0.36 | 0.39 | NA | NA | 0.51 | 1.09 | 0.04 | 1.28 | -1.30 | 0.23 | 0.72 | 2.65 | -0.96 | 4.15 | 0.68 | -0.04 | 0.61 | 4.07 |
| Standard Deviation(%) | NA | 10.93 | 9.68 | 10.26 | 10.75 | NA | NA | 10.18 | 11.97 | 8.28 | 7.52 | 13.31 | 10.34 | 19.98 | 6.78 | 8.55 | 3.96 | 9.24 | 8.81 | 6.75 | 6.55 |
| Draw Down(%) | NA | 11.10 | 11.22 | 26.66 | 26.66 | NA | NA | 26.66 | 9.57 | 5.76 | 7.13 | 20.49 | 10.02 | 24.42 | 3.64 | 13.07 | 1.22 | 7.71 | 9.95 | 5.78 | 2.49 |
| Yield(%) | 0.00 | 2.56 | 2.46 | 1.89 | 2.15 | 1.96 | 1.47 | 2.45 | 0.00 | 2.81 | 2.77 | 1.37 | 0.99 | 1.03 | 2.52 | 2.27 | 1.94 | 1.64 | 1.59 | 2.94 | 0.74 |
Data as of 07/11/2025, AR inception is 06/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPGAX (T. ROWE PRICE GLOBAL ALLOCATION FUND INC. T. ROWE PRICE GLOBAL ALLOCATION FUND INC.) |
-1.53%
Apr 2021 - Apr 2024 |
1.45%
Sep 2017 - Sep 2022 |
4.10%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPGAX (T. ROWE PRICE GLOBAL ALLOCATION FUND INC. T. ROWE PRICE GLOBAL ALLOCATION FUND INC.) |
13.28%
Oct 2018 - Oct 2021 |
11.13%
Feb 2016 - Feb 2021 |
5.76%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart