Seasonal Evaluation for T. Rowe Price Group, Inc. (TROW)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 60.00% | 50.00% | 45.00% | 75.00% |
| Median Return | 2.91% | 0.92% | -1.19% | 5.25% |
| Average Return | 6.51% | 10.65% | 6.74% | 8.64% |
| Maximum Gain | 14.98% | 44.39% | 26.55% | 28.91% |
| Gain Year | 2013 | 2009 | 2006 | 2010 |
| Maximum Loss | -23.11% | -24.86% | -20.83% | -34.02% |
| Loss Year | 2022 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.50% | 47.50% | 55.00% | 60.00% |
| Median Return | 3.38% | -0.66% | 2.83% | 3.38% |
| Average Return | 7.62% | 8.58% | 8.14% | 7.87% |
| Maximum Gain | 28.91% | 44.39% | 44.39% | 28.91% |
| Gain Year | 2010 | 2009 | 2009 | 2010 |
| Maximum Loss | -34.02% | -24.86% | -24.86% | -34.02% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||