Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) | 5.90% | 6.15% | 10.42% | 7.08% | NA | NA | NA | 8.25% |
Data as of 07/16/2025, AR inception is 03/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) | 03/28/2016 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 6.15 | 10.42 | 7.08 | NA | NA | NA | 8.25 | 5.90 | 10.36 | 15.18 | -16.96 | 10.70 | 14.55 | 19.52 | -4.42 | 17.45 | 7.34 |
| Sharpe Ratio | NA | 0.41 | 0.72 | 0.52 | NA | NA | NA | 0.61 | 0.74 | 0.90 | 1.48 | -1.32 | 1.34 | 0.71 | 2.66 | -0.66 | 4.06 | 1.18 |
| Standard Deviation(%) | NA | 10.56 | 9.77 | 10.01 | NA | NA | NA | 10.67 | 12.29 | 7.49 | 7.86 | 14.02 | 7.95 | 20.19 | 6.78 | 8.88 | 4.16 | 7.96 |
| Draw Down(%) | NA | 9.74 | 12.26 | 23.08 | NA | NA | NA | 24.55 | 9.74 | 4.63 | 7.21 | 21.92 | 3.89 | 24.55 | 3.45 | 11.33 | 1.24 | 4.57 |
| Yield(%) | 0.00 | 5.99 | 5.90 | 6.44 | 6.17 | 4.11 | 3.08 | 6.85 | 0.45 | 7.29 | 3.58 | 5.89 | 9.86 | 5.38 | 4.25 | 7.89 | 6.50 | 2.98 |
Data as of 07/16/2025, AR inception is 03/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) |
0.76%
Apr 2021 - Apr 2024 |
3.34%
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 |
|---|---|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) |
14.86%
Dec 2018 - Dec 2021 |
11.64%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart