T Rowe Price Fund Manager Performance Evaluation

PRIDX Fund  USD 75.05  -1.59  -2.07%   
The fund owns a Beta (Systematic Risk) of 0.57, which conveys possible diversification benefits within a given portfolio. With a sub-1 beta, T ROWE participates in market rallies at a reduced pace while also limiting downside exposure.
Risk-Adjusted Performance
Soft
 
Weak
 
Strong
Compared with the broader market, risk-adjusted returns on T Rowe Price rank lower than 2% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong fundamental indicators, T ROWE is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date1st of January 2026
Expense Ratio1.2400
  

Relative Risk vs. Return Landscape

If you had invested $ 7,370 in T Rowe Price on December 12, 2025 and sold it today you would have earned a total of $ 135.00 from holding T Rowe Price or generated 1.83% return on investment over 90 days. T Rowe Price is currently producing a 0.034% return and carries 0.9216% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than PRIDX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It works best as a comparative read on return quality, drawdown exposure, and volatility burden. Assuming a 90-day horizon T ROWE is expected to generate 1.16 times more return on investment than the market. However, the fund is 1.16 times more volatile than its market benchmark. It trades about 0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.07 per unit of risk.

Target Price Odds to finish over Current Price

A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For PRIDX Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
75.05 90 days 75.05
about 87.38
According to our probability model, the chance of T ROWE moving above the current price in 90 days from now is about 87.38 (This probability chart for T Rowe Price depicts the range of likely prices for PRIDX Mutual Fund over a 90-day horizon).
Assuming a 90-day horizon T ROWE has a beta of 0.57 indicating as returns on the market go up, T ROWE's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding T Rowe Price is expected to be smaller as well. Additionally, T Rowe Price has an alpha of 0.0513, implying that it can generate a 0.0513 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   T ROWE Price Density   
       Price  

Predictive Modules for T ROWE

Predicting the direction of T Rowe Price and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods helps investors gauge the confidence level of their predictions.
The concept of mean reversion suggests that T ROWE's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Hype
Prediction
LowEstimatedHigh
74.1375.0575.97
Details
Intrinsic
Valuation
LowRealHigh
74.8575.7776.69
Details
Naive
Forecast
LowNextHigh
71.8872.8173.73
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
75.6080.3785.13
Details
Competitive analysis for T ROWE compares its financial performance, valuation multiples, and growth trajectory against sector peers. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Primary Risk Indicators

Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. T ROWE has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking T ROWE's volatility and elasticity can help investors in T Rowe Price limit the impact of adverse market moves.
α
Alpha over Dow Jones
0.05
β
Beta against Dow Jones0.57
σ
Overall volatility
2.84
Ir
Information ratio 0.08

Investor Alerts and Insights

Real-time alerts for T ROWE allow investors to track important fund developments as they happen. Reviewing ongoing notifications for T Rowe Price helps identify opportunities and risks before they are fully priced into the market.
The fund maintains 96.18% of its assets in stocks

T ROWE Fundamentals Growth

Investors assess PRIDX Mutual Fund by examining T ROWE's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape PRIDX Mutual Fund market performance.

Performance Metrics & Calculation Methodology

T ROWE performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.

For T Rowe Price, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Raphi Shpitalnik - Junior Member of Macroaxis Editorial Board