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T. Rowe Price Balanced Fund, Inc.: (MF: RPBAX)
(NASDAQ Mutual Funds) As of Jan 27, 2026 05:46 PM ET
$29.19 USD
+0.14 (0.48%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.08 | 13 |
| 3 months | 2.48 | 31 |
| 6 months | 7.62 | 35 |
| 1 Year | 16.08 | 13 |
| 3 Year | 15.28 | 24 |
| 5 Year | 7.52 | 48 |
| 10 Year | 8.97 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 87.36 |
| Bear Market (10/07 - 2/09) | -37.76 |
| Bull Market (2/09 - 3/21) | 458.02 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 10.55 |
| 5 Year | 6.47 |
| 10 Year | 8.44 |
| Since Inception | 9.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.07 | 6.71 | 5.01 | 2.48 |
| 2024 | 6.01 | 1.95 | 5.49 | -1.93 |
| 2023 | 5.80 | 4.81 | -2.95 | 9.64 |
| 2022 | -5.67 | -12.63 | -5.78 | 6.56 |
| 2021 | 3.15 | 5.35 | 0.06 | 4.23 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.08 | 11.83 | 17.99 | -17.26 | 13.35 | 14.56 | 20.74 | -4.92 | 18.00 | 5.91 |
| % Total Return Rel to Index | -2.13 | -13.18 | -8.25 | 0.94 | -15.32 | -3.83 | -10.74 | -0.53 | -3.78 | -6.02 |
| % Total Return Rel to Peer | 2.90 | 0.20 | 4.03 | -3.50 | 0.16 | 3.28 | 1.97 | 0.64 | 4.85 | -0.43 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 2.00 | 3.00 | 1.00 | 4.00 |
| % Dividends | 0.63 | 0.58 | 0.51 | 0.44 | 0.38 | 0.41 | 0.50 | 0.50 | 0.44 | 0.44 |
| % Yield | 2.01 | 2.00 | 1.92 | 1.82 | 1.18 | 1.38 | 1.87 | 2.09 | 1.64 | 1.87 |
| Capital Gains ($) | 1.44 | 1.33 | 0.44 | 0.67 | 2.25 | 0.84 | 0.35 | 1.30 | 1.14 | 0.30 |
| Expense Ratio | 0.56 | 0.55 | 0.55 | 0.57 | 0.53 | 0.55 | 0.55 | 0.55 | 0.57 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%