PAFGX vs. GAA

In the year-to-date period, PAFGX achieves a 4.13% return, which is significantly lower than GAA's 5.13% return. Over the past 10 years, PAFGX has underperformed GAA with an annualized return of 4.52%, while GAA has yielded a comparatively higher 5.32% annualized return.

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PAFGX has a 1.02% expense ratio, which is higher than GAA's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Allocation Fund (PAFGX) and Cambria Global Asset Allocation ETF (GAA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PAFGX Sharpe Ratio is 0.47, which is lower than the GAA Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of PAFGX and GAA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PAFGX's dividend yield for the trailing twelve months is around 4.80%, more than GAA's 4.07% yield.

The maximum PAFGX drawdown since its inception was -26.89%, roughly equal to the maximum GAA drawdown of -26.57%. Use the drawdown chart below to compare losses from any high point for PAFGX and GAA.

T. Rowe Price Global Allocation Fund (PAFGX) has a higher volatility of 2.15% compared to Cambria Global Asset Allocation ETF (GAA) at 1.89%. This indicates that PAFGX's price experiences larger fluctuations and is considered to be riskier than GAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.