Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGIPX (T Rowe Price Personal Strategy Growth Fu) | 9.37% | 21.91% | 16.39% | 7.26% | 10.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGIPX (T Rowe Price Personal Strategy Growth Fu) | 03/28/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 21.91 | 16.39 | 7.26 | 10.51 | NA | NA | … | … | 9.37 | 17.18 | 12.52 | 18.24 | -19.57 | 14.16 | 16.83 | 23.87 | -5.95 | 22.04 | 8.76 |
| Sharpe Ratio | NA | 1.99 | 1.20 | 0.38 | 0.65 | NA | NA | … | … | 1.73 | 1.10 | 0.93 | 1.48 | -1.16 | 1.34 | 0.62 | 2.42 | -0.61 | 3.86 | 0.96 |
| Standard Deviation(%) | NA | 10.11 | 11.20 | 12.74 | 13.90 | NA | NA | … | … | 12.53 | 13.04 | 9.57 | 9.94 | 18.24 | 10.54 | 26.63 | 9.25 | 12.13 | 5.56 | 11.83 |
| Draw Down(%) | NA | 8.29 | 12.76 | 26.74 | 29.59 | NA | NA | … | … | 8.29 | 12.76 | 6.31 | 8.70 | 25.37 | 5.06 | 29.59 | 4.81 | 14.93 | 1.67 | 6.23 |
| Yield(%) | 0.00 | 7.17 | 6.11 | 5.71 | 6.80 | 4.72 | 3.54 | … | … | 0.00 | 7.55 | 7.19 | 2.31 | 5.89 | 10.03 | 3.01 | 3.38 | 6.30 | 5.52 | 2.44 |
Data as of 06/04/2026, Common starting date is 03/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGIPX (T Rowe Price Personal Strategy Growth Fu) |
1.30%
Apr 2021 – Apr 2024 |
4.06%
Sep 2017 – Sep 2022 |
10.42%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGIPX (T Rowe Price Personal Strategy Growth Fu) |
18.22%
Dec 2018 – Dec 2021 |
14.28%
Jun 2016 – Jun 2021 |
10.60%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart