Dow Up0.08% Nasdaq Down0.30%

T. Rowe Price Balanced (RPBAX)

24.27 0.00(0.00%) Sep 19

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:6.24%
5-Year Average Return:11.98%
Number of Years Up:59
Number of Years Down:15
Best 1 Yr Total Return (2009-12-31):28.28%
Worst 1 Yr Total Return (2008-12-31):-28.43%
Best 3-Yr Total Return (N/A):13.35%
Worst 3-Yr Total Return (N/A):-4.45%
Load Adjusted Returns 
1-Year:17.23%
3-Year:13.32%
5-Year:11.98%
10-Year:7.71%
Trailing Returns (%) vs. Benchmarks 
ReturnRPBAXCategoryDiffIndex*Diff
Year To Date6.24N/AN/AN/AN/A
1-Month2.14N/AN/AN/AN/A
3-Month2.13N/AN/AN/AN/A
1-Year17.23N/AN/AN/AN/A
3-Year13.32N/AN/AN/AN/A
5-Year11.98N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.01N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-11.84N/AN/AN/AN/A
Annual Total Return (%) History () 
YearRPBAXCategoryDiff
2014N/AN/AN/A
2013
 
19.25N/AN/A
2012
 
13.95N/AN/A
2011
 
0.90N/AN/A
2010
 
12.51N/AN/A
2009
 
28.28N/AN/A
2008
 
-28.43N/AN/A
2007
 
7.18N/AN/A
2006
 
13.73N/AN/A
2005
 
5.52N/AN/A
2004
 
10.32N/AN/A
2003
 
21.71N/AN/A
2002
 
-8.54N/AN/A
2001
 
-3.98N/AN/A
2000
 
2.09N/AN/A
1999
 
10.27N/AN/A
1998
 
15.97N/AN/A
1997
 
18.97N/AN/A
1996
 
14.57N/AN/A
1995
 
24.88N/AN/A
1994
 
-2.05N/AN/A
1993
 
13.35N/AN/A
1992
 
7.70N/AN/A
1991
 
21.96N/AN/A
1990
 
7.25N/AN/A
1989
 
20.57N/AN/A
1988
 
8.97N/AN/A
1987
 
-3.40N/AN/A
1986
 
23.15N/AN/A
1985
 
33.08N/AN/A
1984
 
6.31N/AN/A
1983
 
11.00N/AN/A
1982
 
26.28N/AN/A
1981
 
-1.40N/AN/A
1980
 
22.11N/AN/A
1979
 
10.02N/AN/A
1978
 
4.16N/AN/A
1977
 
1.89N/AN/A
1976
 
29.07N/AN/A
1975
 
21.60N/AN/A
1974
 
-5.11N/AN/A
1973
 
-10.14N/AN/A
1972
 
8.35N/AN/A
1971
 
17.63N/AN/A
1970
 
-0.90N/AN/A
1969
 
-25.75N/AN/A
1968
 
14.42N/AN/A
1967
 
32.88N/AN/A
1966
 
-5.72N/AN/A
1965
 
16.71N/AN/A
1964
 
14.11N/AN/A
1963
 
17.72N/AN/A
1962
 
-8.71N/AN/A
1961
 
21.42N/AN/A
1960
 
2.74N/AN/A
1959
 
8.30N/AN/A
1958
 
35.40N/AN/A
1957
 
-10.48N/AN/A
1956
 
4.63N/AN/A
1955
 
14.71N/AN/A
1954
 
39.73N/AN/A
1953
 
0.30N/AN/A
1952
 
12.60N/AN/A
1951
 
12.82N/AN/A
1950
 
23.25N/AN/A
1949
 
11.57N/AN/A
1948
 
0.14N/AN/A
1947
 
0.88N/AN/A
1946
 
-10.72N/AN/A
1945
 
34.35N/AN/A
1944
 
25.32N/AN/A
1943
 
30.21N/AN/A
1942
 
14.99N/AN/A
1941
 
-0.80N/AN/A
1940
 
2.64N/AN/A
Past Quarterly Returns (%) for RPBAX 
Q1Q2Q3Q4
20141.343.89N/AN/A
20135.330.376.026.39
20129.40-2.655.321.60
20114.041.01-10.327.06
20103.76-7.199.456.74
2009-5.0615.4112.733.85
2008-5.87-0.31-9.54-15.68
20071.743.922.26-0.87
20062.98-0.394.915.68
2005-0.901.613.251.50
20042.01-0.101.087.10
2003-1.9411.641.979.02
20021.32-5.40-9.665.62
2001-5.052.60-6.875.83
20002.54-1.001.22-0.66
19991.933.57-3.468.19
19988.591.80-6.5112.22
19970.6710.325.831.22
19962.572.693.085.52
19956.377.124.944.44
1994-3.92-1.143.74-0.61
19934.341.064.303.06
1992-3.433.384.413.32
19916.251.463.938.86
1990-1.362.79-2.288.24
19893.507.685.822.25
19883.732.370.821.78
198716.49-2.554.20-18.33
198616.564.04-4.135.93
19856.229.72-1.0415.40
1984-4.89-3.3411.154.03
19838.565.82-3.480.11
1982-1.970.7312.4613.72
19814.94-2.89-10.468.06
1980-6.8617.524.846.41
19795.613.502.12-1.43
1978-2.134.617.65-5.50
1977-2.456.11-3.602.10
197613.622.283.657.17
197510.717.56-3.846.19
19744.44-7.20-7.335.64
1973-5.99-5.826.84-5.01
19724.77-1.681.024.12
197113.480.040.912.68
19700.79-18.8614.316.00
1969-8.83-10.55-5.30-3.85
1968-7.6016.122.783.76
196716.915.235.522.37
19662.11-8.68-6.978.67
19654.01-4.419.187.51
19645.013.034.321.11
19636.625.922.631.57
1962-0.87-16.582.168.06
196112.921.120.545.76
1960-2.690.220.275.06
19594.542.38-3.935.32
19587.127.737.479.18
1957-0.058.53-12.69-5.48
19565.27-0.64-2.782.89
19555.624.81-0.574.21
19548.546.888.0211.52
1953-0.04-2.80-1.644.94
19523.681.970.515.97
19514.00-2.9012.05-0.31
19505.56-0.0810.435.82
19490.48-6.729.828.40
19480.3010.67-7.62-2.35
1947-0.86-2.924.86-0.05
19466.502.09-19.431.92
19455.586.635.5313.09
19446.1810.42-0.056.95
194321.868.061.15-2.25
19420.80-3.748.019.72
19410.231.833.98-6.53
19400.22-7.439.221.29
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date49N/A
1-Month75N/A
3-Month67N/A
6-Month65N/A
1-Year25N/A
3-Year29N/A
5-Year25N/A