Dow Down1.30% Nasdaq Down1.54%

T. Rowe Price Balanced (RPBAX)

23.80 Down 0.06(0.25%) Sep 30

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up59
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)0.970.51
Beta (against Standard Index)1.121.04
Mean Annual Return1.080.97
R-squared (against Standard Index)97.9093.48
Standard Deviation8.958.47
Sharpe Ratio1.441.38
Treynor Ratio11.8011.53
5 Years
StatisticRPBAXCategory
Alpha (against Standard Index)0.14-0.03
Beta (against Standard Index)1.141.06
Mean Annual Return0.990.91
R-squared (against Standard Index)98.2494.75
Standard Deviation9.749.22
Sharpe Ratio1.211.18
Treynor Ratio10.4810.43
10 Years
StatisticRPBAXCategory
Alpha (against Standard Index)-0.60-1.19
Beta (against Standard Index)1.131.06
Mean Annual Return0.670.59
R-squared (against Standard Index)97.9293.75
Standard Deviation10.9710.58
Sharpe Ratio0.590.52
Treynor Ratio5.454.89