Dow Down0.29% Nasdaq Up0.13%

T. Rowe Price Balanced (RPBAX)

22.31 Down 0.06(0.27%) Aug 26

Risk as of Jul 30, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up61
Number of Years Down15
Best 1 Yr Total Return(Dec 30, 2009):28.28%
Worst 1 Yr Total Return(Dec 30, 2008):-28.43%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticRPBAXCategory
Alpha (against Standard Index)0.72-0.05
Beta (against Standard Index)1.101.03
Mean Annual Return0.570.47
R-squared (against Standard Index)94.3091.10
Standard Deviation7.857.56
Sharpe Ratio0.860.76
Treynor Ratio6.035.41
5 Years
StatisticRPBAXCategory
Alpha (against Standard Index)0.710.17
Beta (against Standard Index)1.121.04
Mean Annual Return0.680.59
R-squared (against Standard Index)96.7692.91
Standard Deviation9.008.59
Sharpe Ratio0.890.83
Treynor Ratio7.076.68
10 Years
StatisticRPBAXCategory
Alpha (against Standard Index)-0.18-0.72
Beta (against Standard Index)1.131.06
Mean Annual Return0.570.50
R-squared (against Standard Index)97.8093.62
Standard Deviation11.3810.90
Sharpe Ratio0.520.47
Treynor Ratio4.854.40