Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| T.Rowe Price No Load Funds Tactical Asset Allocation Moderate | NA | 20.70% | 4.90% | 8.31% | 7.96% | 9.05% | 10.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T.Rowe Price No Load Funds Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | 20.70 | 4.90 | 8.31 | 7.96 | 9.05 | 10.82 | … | … | 0.52 | 4.04 | 17.09 | -12.65 | 14.03 | 14.01 | 16.44 | -4.68 | 17.85 | 9.79 | 0.10 | 0.24 | 15.21 | 13.96 | 3.19 | 20.29 | 15.16 | 11.25 | 20.26 | 16.88 | 15.43 | 18.01 | 28.48 | 4.95 | 0.55 |
| Sharpe Ratio | NA | -0.12 | -0.09 | 0.34 | 0.51 | NA | NA | … | … | 0.06 | -0.24 | 1.34 | -1.10 | 1.39 | 0.75 | 2.45 | -0.62 | 3.17 | 1.07 | 0.01 | 0.03 | 1.87 | 1.77 | 0.21 | 1.52 | 1.11 | 1.27 | 1.47 | 1.32 | 1.76 | 1.82 | 4.33 | 0.65 | -0.27 |
| Standard Deviation(%) | NA | 10.52 | 11.07 | 12.69 | 10.65 | NA | NA | … | … | 7.56 | 10.65 | 9.57 | 12.78 | 10.04 | 18.29 | 6.14 | 9.65 | 5.44 | 8.99 | 9.44 | 8.70 | 8.12 | 7.85 | 14.81 | 13.33 | 13.54 | 8.15 | 11.78 | 10.29 | 7.52 | 9.38 | 6.42 | 5.93 | 6.47 |
| Draw Down(%) | NA | 9.35 | 16.95 | 23.23 | 23.23 | NA | NA | … | … | 0.59 | 9.35 | 7.12 | 18.65 | 5.20 | 23.23 | 2.88 | 13.42 | 2.67 | 6.48 | 9.80 | 10.27 | 9.38 | 5.22 | 12.91 | 9.24 | 8.25 | 5.61 | 10.53 | 12.89 | 5.94 | 11.84 | 3.25 | 2.94 | 6.40 |
| Yield(%) | NA | 4.03 | 5.35 | 5.09 | 4.05 | NA | NA | … | … | NA | 0.99 | 4.22 | 2.73 | 9.50 | 5.54 | 4.72 | 3.97 | 2.61 | 3.49 | 2.19 | 3.28 | 3.74 | 4.04 | 4.92 | 3.50 | 2.85 | 3.61 | 8.47 | 4.91 | 4.53 | 3.56 | 5.43 | 5.16 | 4.28 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T.Rowe Price No Load Funds Tactical Asset Allocation Moderate |
2.09%
Dec 2021 – Dec 2024 |
3.86%
Sep 2017 – Sep 2022 |
6.09%
Oct 2013 – Oct 2023 |
8.17%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T.Rowe Price No Load Funds Tactical Asset Allocation Moderate |
24.20%
Apr 2003 – Apr 2006 |
20.62%
Mar 2003 – Mar 2008 |
17.05%
Apr 2003 – Apr 2013 |
13.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart