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TRPBX: T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND T. ROWE PRICE PERSONAL STRATEGY BALANCED FUND (MUTUAL FUND)
Basic Info 26.32 0.49(1.83%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 09/27/1994 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 8.23% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/27/1994 |
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(%) | -1.8 | 5.0 | 15.2 | 12.6 | 5.4 | 8.4 | 7.9 | 7.3 | 8.4 | 6.2 | 10.2 | 15.1 | -17.1 | 10.5 | 14.5 | 19.4 | -4.5 | 17.3 | 6.9 | 0.1 | 5.5 | 18.1 | 15.3 | -0.2 | 13.8 | 32.6 | -29.4 | 7.8 | 11.9 | 6.4 | 12.6 | 25.2 | -6.9 | -2.5 | 5.6 | 8.0 | 14.1 | 17.8 | 14.2 | 27.4 | 0.4 |
| Sharpe Ratio | NA | 1.51 | 1.9 | 1.19 | 0.34 | 0.66 | NA | NA | 0.61 | 0.29 | 0.88 | 1.46 | -1.33 | 1.32 | 0.7 | 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 | 0.6 | 1.07 | 1.69 | 1.42 | 4.68 | -0.38 |
| Draw Down(%) | NA | 7.1 | 7.1 | 9.7 | 23.2 | 24.6 | NA | NA | 41.7 | 9.7 | 4.6 | 7.3 | 22.0 | 3.9 | 24.6 | 3.5 | 11.4 | 1.1 | 7.8 | 9.3 | 5.8 | 6.2 | 8.1 | 14.9 | 10.5 | 17.2 | 38.6 | 6.5 | 6.8 | 4.8 | 6.1 | 7.3 | 17.7 | 14.5 | 5.4 | 6.8 | 12.3 | 5.3 | 4.0 | 1.5 | 3.2 |
| Standard Deviation(%) | NA | 10.1 | 8.1 | 8.8 | 9.9 | 10.5 | NA | NA | 11.1 | 12.5 | 7.5 | 7.9 | 14.0 | 8.0 | 20.2 | 6.8 | 8.8 | 4.0 | 9.2 | 9.0 | 7.3 | 7.8 | 9.4 | 16.7 | 12.7 | 18.6 | 25.4 | 10.0 | 7.6 | 6.8 | 7.9 | 9.3 | 12.7 | 9.9 | 9.6 | 7.6 | 10.0 | 8.3 | 7.3 | 5.0 | 6.0 |
| Treynor Ratio | NA | 0.14 | 0.16 | 0.12 | 0.04 | 0.08 | NA | NA | 0.07 | 0.04 | 0.08 | 0.14 | -0.22 | 0.11 | 0.15 | 0.19 | -0.07 | 0.18 | 0.06 | 0.0 | 0.05 | 0.16 | 0.13 | 0.0 | 0.12 | 0.29 | -0.28 | 0.04 | 0.08 | 0.04 | 0.11 | 0.25 | -0.09 | -0.07 | 0.02 | 0.08 | 0.13 | 0.18 | 0.12 | 0.28 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.03 | -0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 1.06 | 0.98 | 0.88 | 0.87 | 0.9 | NA | NA | 0.94 | 0.81 | 0.86 | 0.85 | 0.85 | 0.93 | 0.92 | 0.93 | 0.87 | 0.93 | 1.11 | 0.99 | 1.06 | 1.11 | 1.22 | 1.22 | 1.19 | 1.11 | 1.07 | 1.08 | 1.11 | 1.02 | 1.06 | 0.96 | 0.88 | 0.7 | 0.61 | 0.61 | 0.8 | 0.78 | 0.89 | 0.84 | 0.89 |
| RSquared | NA | 0.93 | 0.92 | 0.94 | 0.94 | 0.91 | NA | NA | 0.91 | 0.62 | 0.94 | 0.95 | 0.95 | 0.93 | 0.89 | 0.95 | 0.92 | 0.86 | 0.88 | 0.91 | 0.94 | 0.95 | 0.91 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.93 | 0.95 | 0.89 | 0.93 | 0.91 | 0.76 | 0.84 | 0.83 | 0.89 | 0.91 | 0.93 | 0.83 | 0.93 |
| Yield(%) | N/A | 0.0 | 8.2 | 6.7 | 6.0 | 6.7 | 6.9 | 6.5 | N/A | 8.9 | 7.1 | 3.4 | 5.7 | 9.7 | 5.3 | 4.2 | 7.8 | 6.4 | 2.9 | 6.5 | 8.4 | 7.1 | 3.5 | 2.0 | 2.5 | 2.5 | 2.5 | 11.5 | 4.8 | 3.2 | 2.3 | 2.9 | 3.2 | 2.7 | 7.5 | 5.6 | 6.5 | 6.0 | 5.8 | 3.8 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | 24.6 | -19.0 | 41.4 | 40.7 | 81.0 | N/A | N/A | 29.7 | 129.5 | -53.3 | -40.4 | 96.9 | 47.7 | -52.9 | 34.5 | 131.7 | -58.3 | -25.0 | 28.0 | 130.8 | 71.1 | -11.6 | 26.5 | -27.7 | -79.7 | 151.1 | 58.6 | 52.6 | -5.9 | -17.2 | 16.2 | -65.3 | 36.0 | -8.2 | 22.8 | 11.3 | 86.8 | 137.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/1994
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See Moderate Allocation Asset Class Trend Rankings |
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