UK markets closed

T. Rowe Price Personal Strat Bal (TRPBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.19+0.01 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.46%
5-year average return6.93%
Number of years up23
Number of years down6
Best 1-yr total return (27 Mar 2024)32.61%
Worst 1-yr total return (27 Mar 2024)N/A
Best 3-yr total return32.61%
Worst 3-yr total return1.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRPBXCategory
YTD2.86%9.69%
1-month2.78%0.91%
3-month7.24%5.21%
1-year15.02%27.06%
3-year2.11%11.00%
5-year6.55%10.26%
10-year6.30%8.34%
Last bull market22.70%15.58%
Last bear market-11.82%-12.16%

Annual total return (%) history

Year
TRPBXCategory
2023
15.06%N/A
2022
-17.08%N/A
2021
10.60%N/A
2020
14.46%11.72%
2019
19.36%19.23%
2018
-4.50%-5.76%
2017
17.31%13.21%
2016
6.89%7.34%
2015
0.17%-1.93%
2014
5.50%6.21%
2013
18.09%16.48%
2012
15.33%11.72%
2011
-0.21%-0.11%
2010
13.79%11.83%
2009
32.61%24.13%
2008
-29.32%-28.00%
2007
7.70%5.99%
2006
11.92%11.29%
2005
6.44%5.13%
2004
12.55%8.86%
2003
24.38%20.35%
2002
-7.74%-12.02%
2001
-2.49%-5.05%
2000
5.60%1.82%
1999
7.95%10.71%
1998
13.90%13.52%
1997
17.79%19.63%
1996
14.20%13.70%
1995
28.15%25.63%
1994
N/A-2.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.86%3.70%-2.75%8.81%
2022-5.87%-11.82%-5.25%5.43%
20213.20%4.75%-0.35%2.66%
2020-14.72%14.86%5.94%10.29%
20199.21%3.39%0.68%5.00%
20180.58%0.50%1.86%-7.25%
20175.06%3.99%3.86%3.38%
20160.81%1.68%4.38%-0.10%
20152.87%-0.23%-5.77%3.58%
20141.44%3.88%-1.34%1.48%
20134.96%0.05%6.05%6.04%
201210.21%-3.07%5.85%1.99%
20114.26%0.87%-11.61%7.35%
20103.91%-7.07%10.08%7.05%
2009-4.32%17.18%13.67%4.05%
2008-6.13%-0.67%-9.21%-16.51%
20071.75%4.97%2.13%-1.26%
20063.57%-1.49%4.01%5.46%
2005-1.65%2.13%3.59%2.29%
20042.85%0.53%0.77%8.02%
2003-1.63%12.20%2.70%9.72%
20021.79%-4.90%-9.72%5.57%
2001-5.34%3.68%-7.06%6.90%
20001.61%1.16%1.40%1.32%
19990.62%4.67%-3.27%5.96%
19988.03%1.58%-6.62%11.16%
1997-0.32%10.27%4.87%2.18%
19962.44%2.01%3.03%6.07%
19957.52%7.25%4.79%6.06%
19940.40%N/AN/AN/A

Rank in category (by total return)

YTD48
1-month28
3-month50
1-year43
3-year82
5-year64

Load adjusted returns

1-year15.02%
3-year2.11%
5-year6.55%
10-year6.30%