Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPBAX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND INC.) | 4.79% | 15.65% | 13.84% | 6.77% | 9.16% | 8.68% | 7.72% | … | … |
Data as of 06/05/2026, Common starting date is 01/03/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPBAX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND INC.) | 01/03/1980 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | 15.65 | 13.84 | 6.77 | 9.16 | 8.68 | 7.72 | … | … | 4.79 | 16.06 | 11.71 | 18.01 | -17.27 | 13.29 | 14.54 | 20.75 | -4.89 | 18.02 | 5.94 | 0.57 | 5.98 | 19.24 | 13.94 | 0.89 | 12.51 | 28.27 | -28.47 | 7.23 | 13.75 | 5.53 | 10.33 | 21.71 | -8.54 | -4.01 | 2.08 | 10.58 | 15.67 | 18.99 | 14.32 | 23.19 | -3.79 | 12.29 | 0.48 | 16.38 | 7.26 | 20.58 | 8.96 | -26.42 | -2.20 | 33.10 | 4.89 | 9.59 | 24.50 | -2.65 | 20.72 |
| Sharpe Ratio | NA | 1.49 | 1.10 | 0.39 | 0.65 | NA | NA | … | … | 0.84 | 1.21 | 0.98 | 1.64 | -1.19 | 1.58 | 0.64 | 2.58 | -0.65 | 4.09 | 0.59 | 0.06 | 0.80 | 2.49 | 1.56 | 0.05 | 1.00 | 1.58 | -1.17 | 0.42 | 1.48 | 0.52 | 1.29 | 2.26 | -0.72 | -0.59 | -0.18 | 0.74 | 1.12 | 1.69 | 1.54 | 4.16 | -1.06 | 1.98 | -0.20 | 1.22 | 0.28 | 2.54 | 0.50 | -1.05 | -0.28 | 2.01 | -0.20 | 0.35 | 1.48 | -1.24 | 0.78 |
| Standard Deviation(%) | NA | 8.74 | 9.64 | 10.95 | 11.57 | NA | NA | … | … | 10.73 | 10.97 | 8.23 | 8.85 | 15.84 | 8.40 | 22.11 | 7.46 | 9.66 | 4.27 | 9.68 | 9.71 | 7.46 | 7.72 | 8.98 | 15.90 | 12.41 | 17.81 | 25.01 | 9.82 | 7.00 | 6.25 | 7.23 | 9.30 | 13.36 | 11.10 | 11.58 | 9.79 | 10.85 | 9.02 | 6.86 | 4.61 | 6.47 | 5.10 | 9.76 | 10.21 | 6.13 | 5.76 | 8.05 | 29.19 | 23.34 | 13.73 | 10.83 | 9.22 | 11.17 | 10.59 | 15.88 |
| Draw Down(%) | NA | 7.15 | 10.43 | 23.45 | 25.49 | NA | NA | … | … | 7.15 | 10.43 | 4.68 | 7.93 | 22.99 | 3.67 | 25.49 | 3.78 | 12.36 | 1.10 | 7.92 | 9.30 | 5.79 | 5.91 | 7.56 | 13.52 | 10.39 | 17.38 | 37.75 | 6.32 | 6.22 | 4.55 | 5.53 | 7.76 | 17.97 | 16.02 | 6.27 | 6.94 | 12.45 | 6.08 | 4.09 | 1.58 | 7.05 | 2.25 | 8.61 | 5.45 | 4.56 | 2.25 | 4.37 | 34.17 | 16.93 | 2.95 | 11.49 | 5.85 | 3.41 | 13.06 | 9.10 |
| Yield(%) | 0.00 | 7.59 | 6.89 | 5.95 | 6.80 | 7.04 | 6.43 | … | … | 0.45 | 7.89 | 7.64 | 4.30 | 3.97 | 9.72 | 4.97 | 3.98 | 7.40 | 7.15 | 3.49 | 6.86 | 7.37 | 6.35 | 4.86 | 2.72 | 2.39 | 2.83 | 3.81 | 10.23 | 5.64 | 5.05 | 3.15 | 2.67 | 2.86 | 4.73 | 4.77 | 4.13 | 3.39 | 4.52 | 4.52 | 4.23 | 3.59 | 3.52 | 3.48 | 5.91 | 6.38 | 7.48 | 5.33 | 6.64 | 5.52 | 6.89 | 6.05 | 6.25 | 6.33 | 5.50 | 6.21 |
Data as of 06/05/2026, Common starting date is 01/03/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPBAX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND INC.) |
-9.57%
Mar 1986 – Mar 1989 |
-2.41%
Feb 2004 – Feb 2009 |
0.96%
Feb 1999 – Feb 2009 |
4.92%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPBAX (T. ROWE PRICE BALANCED FUND INC. T. ROWE PRICE BALANCED FUND INC.) |
20.68%
Feb 2009 – Feb 2012 |
17.72%
Oct 1981 – Oct 1986 |
12.22%
Dec 1988 – Dec 1998 |
10.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart