Nasdaq - Delayed Quote • USD
T. Rowe Price Balanced (RPBAX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund normally invests approximately 65% of its net assets in stocks and 35% of its net assets in fixed income securities, although the amount may vary based on market conditions. The fund invests at least 25% of its net assets in fixed income senior securities and may invest up to 35% of its net assets in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 67 |
| Number of Years Down | 17 |
Performance & Risk
| YTD Return | 3.55% |
| 5y Average Return | 7.29% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RPBAX | Category Average | RPBAX | Category Average | RPBAX | Category Average | |
| Alpha | 1.75 | -0.01 | 1.48 | -0.01 | 1.11 | -0 |
| BETA | 1.03 | 0.01 | 1.06 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | 0.43 | 0.01 | 0.73 | 0.01 | 0.64 | 0.01 |
| R-squared | 97.46 | 0.93 | 97.91 | 0.92 | 97.31 | 0.92 |
| Standard Deviation | 13.02 | 0.13 | 13.25 | 0.1 | 10.72 | 0.09 |
| Sharpe Ratio | 0.17 | 0.01 | 0.5 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 1.37 | 0.09 | 5.69 | 0.09 | 5.49 | 0.07 |
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