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T. Rowe Price Personal Strat Gr (TRSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.61+0.29 (+0.76%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.00%
5-year average return7.48%
Number of years up23
Number of years down6
Best 1-yr total return (25 Apr 2024)37.47%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return37.47%
Worst 3-yr total return2.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRSGXCategory
YTD7.21%11.35%
1-month3.03%0.99%
3-month7.21%5.92%
1-year19.88%32.83%
3-year3.51%11.75%
5-year8.43%11.53%
10-year7.94%8.98%
Last bull market29.38%17.67%
Last bear market-14.09%-15.71%

Annual total return (%) history

Year
TRSGXCategory
2024
N/AN/A
2023
18.03%N/A
2022
-19.66%N/A
2021
14.12%N/A
2020
16.67%13.51%
2019
23.28%21.35%
2018
-6.07%-7.93%
2017
21.91%15.80%
2016
7.02%7.93%
2015
0.33%-2.77%
2014
5.86%5.71%
2013
24.90%21.31%
2012
17.62%13.42%
2011
-1.89%-3.80%
2010
15.38%13.49%
2009
37.47%29.37%
2008
-37.58%-34.34%
2007
7.84%7.43%
2006
14.12%13.07%
2005
7.64%7.35%
2004
14.99%10.93%
2003
29.27%25.10%
2002
-12.37%-14.51%
2001
-6.00%-9.67%
2000
4.70%-1.68%
1999
11.21%20.12%
1998
15.65%10.44%
1997
20.56%18.36%
1996
17.68%18.35%
1995
31.43%27.42%
1994
N/A-4.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.21%N/AN/AN/A
20235.55%5.05%-3.10%9.86%
2022-6.68%-14.09%-6.22%6.86%
20214.61%5.84%-0.60%3.69%
2020-18.31%17.94%7.35%12.81%
201911.33%3.55%0.49%6.41%
20180.88%0.88%2.37%-9.84%
20176.38%4.80%4.83%4.31%
2016-0.14%1.26%5.37%0.45%
20153.44%0.03%-7.50%4.82%
20141.15%4.41%-1.55%1.81%
20136.57%0.95%7.67%7.83%
201212.67%-4.38%6.72%2.30%
20115.33%0.46%-14.89%8.96%
20104.51%-9.82%11.93%9.37%
2009-6.17%20.31%16.05%4.94%
2008-8.59%-0.76%-11.50%-22.24%
20071.81%6.51%1.93%-2.43%
20064.76%-1.98%4.18%6.68%
2005-2.01%2.14%4.70%2.72%
20043.16%1.26%0.05%10.03%
2003-2.97%14.92%3.38%12.14%
20022.17%-7.03%-13.39%6.52%
2001-8.02%4.82%-10.34%8.75%
20001.80%0.91%1.05%0.87%
19990.98%6.66%-4.36%7.96%
199810.05%1.21%-9.02%14.13%
1997-0.07%11.73%5.73%2.14%
19963.72%2.61%3.27%7.07%
19958.03%7.98%5.86%6.43%
19940.59%N/AN/AN/A

Rank in category (by total return)

YTD26
1-month37
3-month26
1-year24
3-year81
5-year53

Load adjusted returns

1-year19.88%
3-year3.51%
5-year8.43%
10-year7.94%