Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRPBX (T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND) | 5.03% | 15.24% | 12.68% | 5.36% | 8.27% | 8.00% | 7.35% | … | … |
Data as of 06/05/2026, Common starting date is 09/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPBX (T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND) | 09/27/1994 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 15.24 | 12.68 | 5.36 | 8.27 | 8.00 | 7.35 | … | … | 5.03 | 6.19 | 10.24 | 15.08 | -17.10 | 10.54 | 14.45 | 19.36 | -4.46 | 17.32 | 6.91 | 0.11 | 5.50 | 18.09 | 15.33 | -0.21 | 13.79 | 32.61 | -29.36 | 7.76 | 11.92 | 6.44 | 12.55 | 25.16 | -6.94 | -2.49 | 5.60 | 7.95 | 14.11 | 17.79 | 14.20 | 27.43 | 0.40 |
| Sharpe Ratio | NA | 1.52 | 1.07 | 0.29 | 0.63 | NA | NA | … | … | 0.93 | 0.29 | 0.88 | 1.46 | -1.33 | 1.32 | 0.70 | 2.63 | -0.66 | 4.15 | 0.73 | 0.01 | 0.75 | 2.32 | 1.63 | -0.01 | 1.08 | 1.75 | -1.19 | 0.46 | 1.12 | 0.61 | 1.47 | 2.62 | -0.64 | -0.51 | 0.14 | 0.60 | 1.07 | 1.69 | 1.42 | 4.68 | -0.38 |
| Standard Deviation(%) | NA | 8.30 | 8.82 | 9.88 | 10.55 | NA | NA | … | … | 10.37 | 12.47 | 7.51 | 7.87 | 14.01 | 7.96 | 20.21 | 6.80 | 8.85 | 4.03 | 9.22 | 9.03 | 7.29 | 7.80 | 9.42 | 16.70 | 12.69 | 18.58 | 25.41 | 10.03 | 7.60 | 6.83 | 7.86 | 9.33 | 12.70 | 9.94 | 9.58 | 7.58 | 9.99 | 8.30 | 7.35 | 5.01 | 5.99 |
| Draw Down(%) | NA | 7.09 | 9.73 | 23.21 | 24.55 | NA | NA | … | … | 7.09 | 9.73 | 4.59 | 7.28 | 22.03 | 3.92 | 24.55 | 3.45 | 11.37 | 1.12 | 7.80 | 9.32 | 5.83 | 6.24 | 8.07 | 14.91 | 10.50 | 17.21 | 38.64 | 6.47 | 6.81 | 4.79 | 6.06 | 7.29 | 17.72 | 14.54 | 5.36 | 6.75 | 12.33 | 5.32 | 3.97 | 1.53 | 3.16 |
| Yield(%) | 0.00 | 8.19 | 6.66 | 5.97 | 6.75 | 6.93 | 6.51 | … | … | 0.00 | 8.92 | 7.13 | 3.44 | 5.70 | 9.71 | 5.30 | 4.15 | 7.76 | 6.36 | 2.90 | 6.45 | 8.40 | 7.11 | 3.49 | 1.98 | 2.48 | 2.52 | 2.45 | 11.50 | 4.84 | 3.21 | 2.30 | 2.93 | 3.24 | 2.66 | 7.52 | 5.59 | 6.55 | 5.98 | 5.76 | 3.82 | 1.59 |
Data as of 06/05/2026, Common starting date is 09/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPBX (T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND) |
-9.24%
Feb 2006 – Feb 2009 |
-2.28%
Feb 2004 – Feb 2009 |
1.96%
Feb 1999 – Feb 2009 |
5.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPBX (T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND) |
22.04%
Feb 2009 – Feb 2012 |
18.35%
Feb 2009 – Feb 2014 |
12.03%
Feb 2009 – Feb 2019 |
10.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart