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T. Rowe Price Spectrum Moderate Allocation Fund (TPPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.16+0.01 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.50%
5-year average return6.77%
Number of years up5
Number of years down2
Best 1-yr total return (9 May 2024)19.52%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return19.52%
Worst 3-yr total return1.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTPPAXCategory
YTD2.84%9.69%
1-month-2.52%0.91%
3-month2.75%5.21%
1-year11.72%27.06%
3-year0.78%11.00%
5-year6.00%10.26%
10-year6.42%8.34%
Last bull market17.02%15.58%
Last bear market-11.79%-12.16%

Annual total return (%) history

Year
TPPAXCategory
2024
N/AN/A
2023
15.17%N/A
2022
-16.94%N/A
2021
10.76%N/A
2020
14.56%11.72%
2019
19.52%19.23%
2018
-4.42%-5.76%
2017
17.45%13.21%
2016
N/A7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.50%N/AN/AN/A
20234.85%3.73%-2.72%8.85%
2022-5.83%-11.79%-5.24%5.52%
20213.24%4.79%-0.32%2.70%
2020-14.72%14.92%5.99%10.29%
20199.26%3.44%0.72%5.00%
20180.62%0.50%1.91%-7.26%
20175.11%3.99%3.95%3.38%
20161.73%4.42%-0.10%N/A

Rank in category (by total return)

YTD24
1-month13
3-month10
1-year33
3-year72
5-year56

Load adjusted returns

1-year11.72%
3-year0.78%
5-year6.00%
10-year6.42%