Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRTEX (T. Rowe Price Tax-Efficient Balanced) | NA | 10.37% | -2.14% | 1.02% | 1.57% | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 02/02/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRTEX (T. Rowe Price Tax-Efficient Balanced) | 02/02/1998 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.37 | -2.14 | 1.02 | 1.57 | NA | NA | … | … | 13.54 | -22.94 | 4.26 | 7.40 | 2.19 | 3.29 | 16.58 | -7.01 | -7.24 | 3.57 | 8.54 | 14.38 |
| Sharpe Ratio | NA | 0.62 | -0.28 | -0.09 | -0.03 | NA | NA | … | … | 1.45 | -1.31 | 0.16 | 0.72 | 0.00 | 0.37 | 1.72 | -0.61 | -0.79 | -0.03 | 0.52 | 1.19 |
| Standard Deviation(%) | NA | 16.59 | 13.08 | 10.78 | 11.10 | NA | NA | … | … | 12.06 | 18.10 | 7.57 | 5.77 | 5.33 | 6.31 | 9.25 | 13.25 | 12.34 | 13.61 | 10.31 | 10.47 |
| Draw Down(%) | NA | 11.97 | 30.29 | 30.29 | 30.29 | NA | NA | … | … | 10.13 | 28.46 | 4.63 | 3.81 | 3.69 | 5.71 | 6.07 | 15.57 | 16.83 | 7.74 | 6.94 | 9.68 |
| Yield(%) | 0.00 | 0.93 | 1.83 | 2.15 | 1.64 | 1.25 | 0.94 | … | … | 0.63 | 1.86 | 2.17 | 3.43 | 1.65 | 1.65 | 2.21 | 1.54 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/14/2009, Common starting date is 02/02/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTEX (T. Rowe Price Tax-Efficient Balanced) |
-6.58%
Feb 2006 – Feb 2009 |
-3.06%
Feb 2004 – Feb 2009 |
-0.24%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRTEX (T. Rowe Price Tax-Efficient Balanced) |
8.05%
Sep 2002 – Sep 2005 |
7.73%
Sep 2002 – Sep 2007 |
3.87%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart