Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRSGX (T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND) | 5.89% | 17.00% | 14.59% | 6.41% | 10.12% | 9.63% | 8.35% | … | … |
Data as of 06/10/2026, Common starting date is 02/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSGX (T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND) | 02/01/1996 | 06/10/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.78 | 17.00 | 14.59 | 6.41 | 10.12 | 9.63 | 8.35 | … | … | 5.89 | 9.62 | 12.40 | 18.04 | -19.70 | 14.03 | 16.69 | 23.30 | -6.02 | 21.92 | 7.03 | 0.22 | 5.86 | 24.90 | 17.62 | -1.89 | 15.38 | 37.47 | -37.62 | 7.92 | 14.12 | 7.64 | 14.99 | 29.27 | -12.37 | -6.00 | 4.70 | 11.21 | 15.65 | 20.56 | 14.23 |
| Sharpe Ratio | NA | 1.57 | 1.07 | 0.32 | 0.61 | NA | NA | … | … | 1.08 | 0.51 | 0.92 | 1.46 | -1.16 | 1.33 | 0.61 | 2.36 | -0.61 | 3.93 | 0.56 | 0.02 | 0.60 | 2.49 | 1.44 | -0.09 | 0.91 | 1.54 | -1.11 | 0.36 | 1.10 | 0.62 | 1.39 | 2.31 | -0.79 | -0.64 | 0.04 | 0.81 | 0.94 | 1.61 | 1.43 |
| Standard Deviation(%) | NA | 10.43 | 11.27 | 12.78 | 13.85 | NA | NA | … | … | 12.86 | 15.01 | 9.56 | 9.93 | 18.25 | 10.53 | 26.69 | 9.26 | 12.09 | 5.43 | 12.19 | 12.12 | 9.72 | 10.00 | 12.29 | 22.07 | 16.73 | 24.32 | 34.65 | 13.40 | 9.74 | 8.73 | 10.10 | 12.34 | 17.17 | 13.38 | 12.54 | 9.63 | 12.91 | 10.45 | 8.41 |
| Draw Down(%) | NA | 8.32 | 12.78 | 26.83 | 29.60 | NA | NA | … | … | 8.32 | 12.78 | 6.32 | 8.74 | 25.45 | 5.06 | 29.60 | 4.85 | 15.00 | 1.49 | 10.60 | 11.72 | 7.57 | 6.90 | 10.56 | 19.24 | 13.95 | 21.98 | 47.95 | 8.56 | 8.94 | 6.04 | 6.91 | 10.95 | 24.28 | 19.91 | 7.21 | 8.42 | 16.05 | 6.83 | 5.21 |
| Yield(%) | 0.00 | 6.91 | 5.81 | 5.53 | 6.64 | 7.23 | 6.59 | … | … | 0.00 | 7.33 | 6.89 | 2.13 | 5.68 | 9.84 | 2.93 | 2.92 | 6.25 | 5.42 | 2.34 | 6.38 | 8.57 | 5.48 | 1.86 | 1.60 | 1.80 | 1.96 | 1.40 | 11.26 | 4.22 | 2.30 | 1.50 | 1.55 | 1.37 | 1.45 | 7.42 | 4.59 | 4.66 | 3.22 | 8.49 |
Data as of 06/10/2026, Common starting date is 02/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSGX (T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND) |
-13.53%
Feb 2006 – Feb 2009 |
-4.43%
Feb 2004 – Feb 2009 |
0.48%
Feb 1999 – Feb 2009 |
5.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSGX (T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND T. ROWE PRICE PERSONAL STRATEGY GROWTH FUND) |
25.52%
Feb 2009 – Feb 2012 |
21.79%
Feb 2009 – Feb 2014 |
14.19%
Feb 2009 – Feb 2019 |
12.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart