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 Strategic Asset Allocation – Optimal Moderate | NA | 22.86% | 0.32% | 5.76% | 5.38% | 6.42% | 6.33% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.02 | 22.86 | 0.32 | 5.76 | 5.38 | 6.42 | 6.33 | … | … | 0.10 | 8.45 | 10.67 | -16.76 | 5.58 | 19.47 | 21.30 | -6.45 | 10.25 | 6.14 | -0.41 | 4.09 | 10.57 | 9.48 | -0.54 | 14.01 | 27.67 | -26.35 | 10.29 | 14.55 | 10.43 | 17.34 | 28.45 | -0.57 | 3.24 |
| Sharpe Ratio | NA | 0.35 | -0.35 | 0.18 | 0.35 | NA | NA | … | … | 0.01 | 0.23 | 0.76 | -1.37 | 0.64 | 1.05 | 2.94 | -0.82 | 1.65 | 0.71 | -0.05 | 0.59 | 1.40 | 1.16 | -0.04 | 1.11 | 1.49 | -1.19 | 0.71 | 1.38 | 1.29 | 1.98 | 3.62 | -0.20 | 0.11 |
| Standard Deviation(%) | NA | 8.10 | 10.23 | 12.07 | 10.19 | NA | NA | … | … | 7.47 | 8.17 | 8.50 | 13.20 | 8.74 | 18.33 | 6.78 | 9.51 | 5.81 | 8.34 | 8.46 | 6.90 | 7.54 | 8.10 | 14.39 | 12.49 | 18.55 | 22.96 | 10.32 | 8.18 | 6.41 | 8.28 | 7.67 | 8.27 | 8.29 |
| Draw Down(%) | NA | 4.76 | 22.47 | 24.43 | 24.43 | NA | NA | … | … | 0.71 | 4.76 | 8.74 | 23.11 | 5.41 | 23.06 | 3.24 | 13.29 | 5.77 | 7.38 | 9.63 | 5.60 | 8.02 | 8.40 | 15.06 | 9.26 | 17.67 | 39.18 | 7.55 | 9.38 | 4.48 | 8.25 | 5.90 | 13.60 | 11.46 |
| Yield(%) | NA | 4.33 | 4.87 | 4.74 | 3.97 | NA | NA | … | … | NA | 0.79 | 4.15 | 4.29 | 5.01 | 7.06 | 1.93 | 4.40 | 0.24 | 2.97 | 3.22 | 5.52 | 3.97 | 2.64 | 3.55 | 2.62 | 2.30 | 3.26 | 7.06 | 4.22 | 3.99 | 3.73 | 2.88 | 3.19 | 3.61 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.00%
Feb 2006 – Feb 2009 |
0.23%
Feb 2004 – Feb 2009 |
3.82%
Oct 2013 – Oct 2023 |
3.66%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T.Rowe Price No Load Funds Strategic Asset Allocation – Optimal Moderate |
21.60%
Mar 2003 – Mar 2006 |
17.49%
Oct 2002 – Oct 2007 |
10.04%
Mar 2003 – Mar 2013 |
8.72%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart