Nasdaq - Delayed Quote USD

T. Rowe Price Global Allocation (RPGAX)

14.78 -0.01 (-0.07%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.72%
5y Average Return 6.33%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 19.37%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 19.37%
Worst 3Y Total Return 2.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RPGAX
Category
YTD
5.82%
8.60%
1-Month
2.79%
0.11%
3-Month
5.82%
4.82%
1-Year
15.53%
25.33%
3-Year
2.83%
8.02%
5-Year
7.13%
8.06%
10-Year
6.21%
6.03%
Last Bull Market
23.03%
13.54%
Last Bear Market
-10.72%
-13.20%

Annual Total Return (%) History

Year
RPGAX
Category
2024
--
--
2023
13.76%
--
2022
-14.53%
--
2021
9.19%
--
2020
14.80%
6.18%
2019
19.37%
16.10%
2018
-6.87%
-8.26%
2017
17.02%
14.79%

2016
6.47%
6.04%
2015
-0.29%
-4.15%
2014
4.14%
1.54%
2013
--
10.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.82% -- -- --
2023 4.20% 3.36% -2.38% 8.20%
2022 -5.61% -10.72% -5.20% 6.99%
2021 3.34% 4.30% -0.73% 2.05%
2020 -15.68% 15.42% 5.80% 11.48%
2019 9.11% 3.34% 0.31% 5.54%
2018 0.24% -0.24% 1.18% -7.96%
2017 5.35% 3.88% 3.73% 3.08%
2016 0.67% 1.42% 4.75% -0.44%
2015 3.27% 0.09% -6.32% 2.98%

2014 1.51% 3.63% -1.71% 0.71%
2013 5.71% 4.73% -- --

Rank in Category (By Total Return)

YTD 22
1-Month 50
3-Month 22
1-Year 19
3-Year 49
5-Year 19

Load Adjusted Returns

1-Year 15.53%
3-Year 2.83%
5-Year 7.13%
10-Year 6.21%

Performance & Risk

YTD Return 3.72%
5y Average Return 6.33%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family T. Rowe Price
Net Assets 823.99M
YTD Return 5.82%
Yield 2.36%
Morningstar Rating
Inception Date May 28, 2013

Fund Summary

The fund normally invests in a broadly diversified global portfolio of investments, including U.S. and international stocks, bonds and short-term securities, and alternative investments. Under normal conditions, the fund's portfolio will consist of approximately 60% stocks; 30% bonds, money market securities, and other debt instruments; and 10% alternative investments.

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