Trowe Price Personal Fund Net Income
| PRSIX Fund | USD 20.88 0.05 0.24% |
As of the 27th of January, Trowe Price has the Standard Deviation of 0.4771, downside deviation of 0.3616, and Risk Adjusted Performance of 0.1546. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Trowe Price Personal, as well as the relationship between them.
Trowe Price's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Trowe Price's valuation are provided below:Trowe Price Personal does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Trowe |
Trowe Price 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Trowe Price's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Trowe Price.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Trowe Price on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Trowe Price Personal or generate 0.0% return on investment in Trowe Price over 90 days. Trowe Price is related to or competes with T Rowe, Harbor Small, Amg Managers, Brandes International, Northern Mid, T Rowe, and T Rowe. The fund invests in a diversified portfolio typically consisting of approximately 40 percent of its net assets in stocks... More
Trowe Price Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Trowe Price's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Trowe Price Personal upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3616 | |||
| Information Ratio | 0.0483 | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (0.46) | |||
| Potential Upside | 0.5353 |
Trowe Price Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Trowe Price's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Trowe Price's standard deviation. In reality, there are many statistical measures that can use Trowe Price historical prices to predict the future Trowe Price's volatility.| Risk Adjusted Performance | 0.1546 | |||
| Jensen Alpha | 0.073 | |||
| Total Risk Alpha | 0.0479 | |||
| Sortino Ratio | 0.0637 | |||
| Treynor Ratio | 0.3183 |
Trowe Price January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1546 | |||
| Market Risk Adjusted Performance | 0.3283 | |||
| Mean Deviation | 0.2724 | |||
| Downside Deviation | 0.3616 | |||
| Coefficient Of Variation | 458.84 | |||
| Standard Deviation | 0.4771 | |||
| Variance | 0.2277 | |||
| Information Ratio | 0.0483 | |||
| Jensen Alpha | 0.073 | |||
| Total Risk Alpha | 0.0479 | |||
| Sortino Ratio | 0.0637 | |||
| Treynor Ratio | 0.3183 | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (0.46) | |||
| Potential Upside | 0.5353 | |||
| Downside Variance | 0.1308 | |||
| Semi Variance | (0.04) | |||
| Expected Short fall | (0.32) | |||
| Skewness | 3.68 | |||
| Kurtosis | 23.67 |
Trowe Price Personal Backtested Returns
At this stage we consider Trowe Mutual Fund to be very steady. Trowe Price Personal owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.21, which indicates the fund had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Trowe Price Personal, which you can use to evaluate the volatility of the fund. Please validate Trowe Price's Risk Adjusted Performance of 0.1546, downside deviation of 0.3616, and Standard Deviation of 0.4771 to confirm if the risk estimate we provide is consistent with the expected return of 0.11%. The entity has a beta of 0.3, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Trowe Price's returns are expected to increase less than the market. However, during the bear market, the loss of holding Trowe Price is expected to be smaller as well.
Auto-correlation | 0.07 |
Virtually no predictability
Trowe Price Personal has virtually no predictability. Overlapping area represents the amount of predictability between Trowe Price time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Trowe Price Personal price movement. The serial correlation of 0.07 indicates that barely 7.0% of current Trowe Price price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.07 | |
| Spearman Rank Test | 0.39 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Trowe Price Personal reported net income of 0.0. This indicator is about the same for the T. Rowe Price average (which is currently at 0.0) family and about the same as Allocation--30% to 50% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Trowe Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Trowe Price's current stock value. Our valuation model uses many indicators to compare Trowe Price value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Trowe Price competition to find correlations between indicators driving Trowe Price's intrinsic value. More Info.Trowe Price Personal is rated top fund in price to earning among similar funds. It is regarded second largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Trowe Price Personal is roughly 8.83 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Trowe Price's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Trowe Price
The fund invests 35.31% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (43.93%) , cash (12.77%) and various exotic instruments.Asset allocation divides Trowe Price's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Trowe Fundamentals
| Price To Earning | 18.37 X | |||
| Price To Book | 2.08 X | |||
| Price To Sales | 1.54 X | |||
| Total Asset | 963.5 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 1.56 % | |||
| One Year Return | 12.82 % | |||
| Three Year Return | 10.23 % | |||
| Five Year Return | 4.87 % | |||
| Ten Year Return | 6.77 % | |||
| Net Asset | 2.01 B | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.08 | |||
| Cash Position Weight | 12.77 % | |||
| Equity Positions Weight | 35.31 % | |||
| Bond Positions Weight | 43.93 % |
About Trowe Price Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Trowe Price Personal's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Trowe Price using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Trowe Price Personal based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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| HITI | High Tide | |
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Other Information on Investing in Trowe Mutual Fund
Trowe Price financial ratios help investors to determine whether Trowe Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Trowe with respect to the benefits of owning Trowe Price security.
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