Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) | 5.07% | 15.39% | 12.81% | 5.50% | 8.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) | 03/28/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 15.39 | 12.81 | 5.50 | 8.39 | NA | NA | … | … | 5.07 | 14.62 | 10.36 | 15.18 | -16.96 | 10.70 | 14.55 | 19.52 | -4.42 | 17.45 | 7.34 |
| Sharpe Ratio | NA | 1.92 | 1.20 | 0.35 | 0.67 | NA | NA | … | … | 1.52 | 1.19 | 0.90 | 1.48 | -1.32 | 1.34 | 0.71 | 2.66 | -0.66 | 4.06 | 1.18 |
| Standard Deviation(%) | NA | 8.06 | 8.77 | 9.85 | 10.53 | NA | NA | … | … | 10.17 | 9.91 | 7.49 | 7.86 | 14.02 | 7.95 | 20.19 | 6.78 | 8.88 | 4.16 | 7.96 |
| Draw Down(%) | NA | 7.06 | 9.74 | 23.08 | 24.55 | NA | NA | … | … | 7.06 | 9.74 | 4.63 | 7.21 | 21.92 | 3.89 | 24.55 | 3.45 | 11.33 | 1.24 | 4.57 |
| Yield(%) | 0.00 | 8.28 | 6.79 | 6.09 | 6.88 | 4.77 | 3.57 | … | … | 0.00 | 9.06 | 7.30 | 3.58 | 5.89 | 9.86 | 5.38 | 4.25 | 7.89 | 6.50 | 2.98 |
Data as of 06/05/2026, Common starting date is 03/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) |
0.76%
Apr 2021 – Apr 2024 |
3.34%
Sep 2017 – Sep 2022 |
8.52%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPPAX (T Rowe Price Personal Strategy Balanced) |
14.86%
Dec 2018 – Dec 2021 |
11.64%
Jun 2016 – Jun 2021 |
8.69%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart