GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » T. Rowe Price Group Inc (NAS:TROW) » Definitions » 3-Year Sharpe Ratio

TROW (T. Rowe Price Group) 3-Year Sharpe Ratio : -0.20 (As of Jul. 21, 2025)


View and export this data going back to 1986. Start your Free Trial

What is T. Rowe Price Group 3-Year Sharpe Ratio?

The 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. As of today (2025-07-21), T. Rowe Price Group's 3-Year Sharpe Ratio is -0.20.

Competitive Comparison of T. Rowe Price Group's 3-Year Sharpe Ratio

For the Asset Management subindustry, T. Rowe Price Group's 3-Year Sharpe Ratio, along with its competitors' market caps and 3-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

T. Rowe Price Group's 3-Year Sharpe Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, T. Rowe Price Group's 3-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where T. Rowe Price Group's 3-Year Sharpe Ratio falls into.


;
;

T. Rowe Price Group 3-Year Sharpe Ratio Calculation

The 3-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last three years. A stock / portfolio's 3-Year Sharpe Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past three years.

T. Rowe Price Group  (NAS:TROW) 3-Year Sharpe Ratio Explanation

The 3-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past three years. It is calculated as the annualized result of the average three-year monthly excess returns divided by its standard deviation in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

T. Rowe Price Group 3-Year Sharpe Ratio Related Terms

Thank you for viewing the detailed overview of T. Rowe Price Group's 3-Year Sharpe Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.

T. Rowe Price Group Business Description

Industry
GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » T. Rowe Price Group Inc (NAS:TROW) » Definitions » 3-Year Sharpe Ratio
Comparable Companies
CRBG CG NTRS PFG EQH ARCC BEN OWL STT RJF BLK KKR BX TSX:BN OSTO:INVE A TSX:BAM APO LSE:III AMP OSTO:EQT
Traded in Other Exchanges
TROW:Mexico 1TROW:Italy 0KNY:UK TR1:Germany TR1:Germany TR1:Germany T1RO34:Brazil TROW:Austria
Address
100 East Pratt Street, Baltimore, MD, USA, 21202
Website
https://www.troweprice.com
T. Rowe Price provides asset-management services for individual and institutional investors. It offers a broad range of no-load US and international stock, hybrid, bond, and money market funds. At the end of April 2025, the firm had $1.563 trillion in managed assets, composed of equity (49%), balanced (35%), fixed-income and money market (13%), and alternative (3%) offerings. Approximately two thirds of managed assets are held in retirement-based accounts, which provides T. Rowe Price with a somewhat stickier client base than most of its peers. The firm also manages private accounts, provides retirement planning advice, and offers discount brokerage and trust services. The company is primarily a US-based asset manager, deriving less than 10% of its AUM from overseas.
Executives
Jessica M Hiebler officer: Principal Accounting Officer 100 E. PRATT STREET, BALTIMORE MD 21202
Robert F. Maclellan director 100 E. PRATT STREET, BALTIMORE MD 21202
Thomson Andrew Justin Mackenzie officer: Vice President 100 E. PRATT STREET, BALTIMORE MD 21202
Hrabowski Freeman A Iii director C/O BALTIMORE GAS AND ELECTRIC COMPANY, P.O. BOX 1475, BALTIMORE MD 21203
Higginbotham Robert C.t. officer: Vice President 100 E. PRATT STREET, BALTIMORE MD 21202
William P Donnelly director C/O INGERSOLL RAND INC., 525 HARBOUR PLACE DRIVE, SUITE 600, DAVIDSON NC 28036
Andrew C. Mccormick officer: Vice President 100 E. PRATT STREET, BALTIMORE MD 21202
Cynthia F Smith director 100 E. PRATT STREET, BALTIMORE MD 21202
William J Stromberg officer: Vice President 100 E. PRATT STREET, BALTIMORE MD 21202
Kimberly H Johnson officer: COO and VP C/O FANNIE MAE, 1100 15TH STREET, NW, WASHINGTON DC 20005
Joshua B Nelson officer: Vice President 100 E. PRATT STREET, BALTIMORE MD 21202
Glenn R August director, officer: Vice President C/O OHA - 1114 AVENUE OF THE AMERICAS, 27TH FLOOR, NEW YORK NY 10036
Eileen P Rominger director 100 E. PRATT STREET, BALTIMORE MD 21202
Sebastien Page officer: Vice President 100 E. PRATT STREET, BALTIMORE MD 21202
Jennifer B Dardis other: CFO and VP 100 E. PRATT STREET, BALTIMORE MD 21202