TROW Performance: 20.6% Return (12 Months)

TROW returned 20.6% over 12 months, underperforming the S&P 500 (37.7%). Volatility: 25.6%.

RS IBD -41.67
Top 63% in Peers
Volatility 25.6%
Top 48% in Peers
Total Return 12m 20.55%
Top 38% in Peers
RS Rating 23.14
Top 63% in Peers
P/E
P/E Trailing 9.76
P/E Forward 8.95
High / Low 52w
52 Week High 107.41 USD
52 Week Low 76.16 USD
Sentiment
VRO Trend Strength ±100 60.77
Buy Signal ±3 0.42
Drawdowns 3y
Max Drawdown 34.05%
Mean Drawdown 12.10%
Compare performance with 136 peers in Asset Management & Custody Banks
12m Total Return: TROW (20.6%) vs PEER ETF Total Return of T. Rowe Price versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for TROW Performance: 20.6% Return (12 Months)

Top Performer in Asset Management & Custody Banks (5/136)

Short Term Performance
SYMBOL 1W 1M 3M
WULF 24.65% 30.32% 40.58%
SSSS 6.57% 33.15% 29.06%
AAMI 5.75% 15.49% 17.11%
INV -6.54% 31.15% -3.15%
NP 6.83% 30.91% -5.57%
TROW 2.16% 2.90% -14.18%
Long Term Performance
SYMBOL 6M 12M 5Y
WULF 46.75% 698.67% 104.37%
CIFR -12.39% 630.81% 42.38%
IREN -38.71% 594.91% 50.63%
SII 63.81% 270.79% 305.53%
SSSS 27.88% 188.15% 45.92%
TROW -10.87% 20.55% -36.82%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
BUI NYSE
BlackRock Utility		 646M -3.44% 45.1% 52.2% 5.85 - - - -
JHG NYSE
Janus Henderson		 7.93B 0.74% 80.4% 99.2% 9.85 11.8 1.06 28.4% -45.0%
HQL NYSE
Tekla Life Sciences		 498M 5.77% 80.3% 53.0% 6.04 - - -2.20% 100%
AAMI NYSE
Acadian Asset Management		 1.97B 15.5% 155% 157% 25.0 12.7 - 57.1% 28.2%
BGR NYSE
BlackRock Energy Resources		 421M 3.25% 57.5% 156% 10.5 - - -19.2% -63.1%
BSTZ NYSE
BlackRock Science		 1.54B 11.9% 63.4% 4.56% 4.82 - - -73.7% -46.0%
HQH NYSE
Tekla Healthcare Investors		 1.02B 2.13% 50.2% 33.5% 11.4 - - -11.9% 27.5%
MEGI NYSE
MainStay CBRE Global		 764M 2.16% 43.1% 16.3% 7.12 - - 89.4% 5,694%
IQI NYSE
Quality Municipal Income		 503M -1.57% 16.2% 0.16% - - - -38.6% -19.3%
RVT NYSE
Royce Value		 2.07B 4.10% 52.5% 44.8% 5.83 - - -10.8% -80.9%

Performance: TROW vs S&P 500

Total Return vs S&P 500
PERIOD TROW S&P 500
1 Week 2.16% 3.17%
1 Month 2.90% -0.06%
3 Months -14.18% -1.69%
6 Months -10.87% 1.00%
12 Months 20.55% 37.72%
5 Years -36.82% 75.84%

TROW Performance FAQ

Does TROW outperform the market?

No, TROW underperforms the market. Over the past 12 months, TROW returned 20.55% compared to 37.72% for the S&P 500.

What is the TROW return over the last 12 months?

TROW has returned 20.55% over the past 12 months, including dividends. Over 3 months the return was -14.18%, and over 5 years -36.82%.

How risky is TROW?

TROW has relatively low risk with a maximum drawdown of 34.05% over the past 3 years. The average drawdown is 12.10%.

TROW vs Sectors (12m)

Sorted by outperformance. Positive = TROW beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 9.1%
Health Care XLV 6%
Financials XLF 2.2%
Real Estate XLRE 2.1%
Consumer Discretionary XLY -6.1%
Consumer Discretionary XLY -6.1%
Communication Services XLC -13.2%
Materials XLB -21.5%
Industrials XLI -27.8%
Energy XLE -36.2%
Technology XLK -38%

TROW vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -12.47%
Gold GLD -37.4%
Long-Term Bonds TLT 17.7%