PRWBX | T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC.

Basic Info 4.54 0.01(0.22%)
May 10

T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. started on 03/29/1984

T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. is classified as asset class Short-Term Bond

T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. expense ratio is 0.46%

T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. rating is

(93%)

T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) Dividend Info

T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) dividend growth in the last 12 months is 25.75%

The trailing 12-month yield of T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. is 3.51%. its dividend history:

Date	Dividend
04/29/2024	0.0154
03/27/2024	0.015
02/28/2024	0.0137
01/30/2024	0.0138
12/28/2023	0.0149
11/29/2023	0.0135
10/30/2023	0.0129
09/28/2023	0.0126
08/30/2023	0.0123
07/28/2023	0.0112
06/29/2023	0.0121
05/30/2023	0.0118
04/27/2023	0.0105
03/30/2023	0.012
02/27/2023	0.01
01/30/2023	0.0101
12/29/2022	0.011
11/30/2022	0.01
11/29/2022	0.0095
10/28/2022	0.0083
09/29/2022	0.0089
08/30/2022	0.008
07/29/2022	0.008
07/28/2022	0.0075
06/29/2022	0.0067
05/31/2022	0.0061
04/29/2022	0.0055
03/31/2022	0.0049
02/28/2022	0.0039
01/31/2022	0.004
12/31/2021	0.0049
11/30/2021	0.0044
10/29/2021	0.0046
09/30/2021	0.0044
08/31/2021	0.0044
07/30/2021	0.0048
06/30/2021	0.0046
05/28/2021	0.0046
04/30/2021	0.0057
03/31/2021	0.0056
02/26/2021	0.0053
01/29/2021	0.0053
12/31/2020	0.0069
11/30/2020	0.0061
10/30/2020	0.007
09/30/2020	0.0068
08/31/2020	0.0067
07/31/2020	0.008
06/30/2020	0.0076
05/29/2020	0.0082
04/30/2020	0.0087
03/31/2020	0.009
02/28/2020	0.008
01/31/2020	0.0095
12/31/2019	0.0093
11/29/2019	0.0094
10/31/2019	0.0096
09/30/2019	0.0089
08/30/2019	0.0106
07/31/2019	0.0102
06/28/2019	0.0093
05/31/2019	0.0113
04/30/2019	0.0101
03/29/2019	0.0106
02/28/2019	0.0096
01/31/2019	0.0098
12/31/2018	0.0097
11/30/2018	0.0103
10/31/2018	0.0098
09/28/2018	0.0081
08/31/2018	0.0101
07/31/2018	0.0087
06/29/2018	0.0087
05/31/2018	0.0084
04/30/2018	0.008
03/29/2018	0.008
02/28/2018	0.007
01/31/2018	0.007
12/29/2017	0.007
11/30/2017	0.007
10/31/2017	0.007
09/29/2017	0.007
08/31/2017	0.007
07/31/2017	0.0065
06/30/2017	0.0073
05/31/2017	0.0069
04/28/2017	0.0063
03/31/2017	0.007
02/28/2017	0.007
01/31/2017	0.006
12/30/2016	0.007
11/30/2016	0.007
10/31/2016	0.006
09/30/2016	0.007
08/31/2016	0.006
07/29/2016	0.006
06/30/2016	0.006
05/31/2016	0.006
04/29/2016	0.006
03/31/2016	0.006
02/29/2016	0.006
01/29/2016	0.005
12/31/2015	0.007
11/30/2015	0.006
10/30/2015	0.006
09/30/2015	0.006
08/31/2015	0.006
07/31/2015	0.006
06/30/2015	0.006
05/29/2015	0.006
04/30/2015	0.006
03/31/2015	0.005
02/27/2015	0.005
01/30/2015	0.005
12/31/2014	0.005
11/28/2014	0.005
10/31/2014	0.005
09/30/2014	0.005
08/29/2014	0.006
07/31/2014	0.006
06/30/2014	0.006
05/30/2014	0.007
04/30/2014	0.006
03/31/2014	0.006
02/28/2014	0.006
01/31/2014	0.005
12/31/2013	0.005
11/29/2013	0.006
10/31/2013	0.006
09/30/2013	0.006
08/30/2013	0.006
07/31/2013	0.006
06/28/2013	0.006
05/31/2013	0.006
04/30/2013	0.007
03/28/2013	0.007
02/28/2013	0.006
01/31/2013	0.006
12/31/2012	0.007
11/30/2012	0.008
10/31/2012	0.008
09/28/2012	0.008
08/31/2012	0.008
07/31/2012	0.008
06/29/2012	0.008
05/31/2012	0.009
04/30/2012	0.008
03/30/2012	0.009
02/29/2012	0.008
01/31/2012	0.008
12/30/2011	0.009
11/30/2011	0.009
10/31/2011	0.009
09/30/2011	0.009
08/31/2011	0.009
07/29/2011	0.01
06/30/2011	0.009
05/31/2011	0.009
04/29/2011	0.009
03/31/2011	0.009
02/28/2011	0.01
01/31/2011	0.01
12/31/2010	0.01
11/30/2010	0.011
10/29/2010	0.011
09/30/2010	0.011
08/31/2010	0.011
07/30/2010	0.011
06/30/2010	0.011
05/28/2010	0.011
03/31/2010	0.012
02/26/2010	0.011
01/29/2010	0.011
12/31/2009	0.013
11/30/2009	0.012
10/30/2009	0.014
09/30/2009	0.013
08/31/2009	0.013
07/31/2009	0.016
06/30/2009	0.015
05/29/2009	0.015
04/30/2009	0.014
03/31/2009	0.014
02/27/2009	0.015
01/30/2009	0.015
12/31/2008	0.017
11/28/2008	0.016
10/31/2008	0.018
09/30/2008	0.016
08/29/2008	0.017
07/31/2008	0.016
06/30/2008	0.016
05/30/2008	0.017
04/30/2008	0.016
03/31/2008	0.016
02/29/2008	0.018
01/31/2008	0.017
12/31/2007	0.017
11/30/2007	0.019
10/31/2007	0.018
09/28/2007	0.016
08/31/2007	0.02
07/31/2007	0.018
06/29/2007	0.018
05/31/2007	0.018
04/30/2007	0.017
03/30/2007	0.018
02/28/2007	0.017
01/31/2007	0.016
12/29/2006	0.017
11/30/2006	0.016
10/31/2006	0.016
09/29/2006	0.017
08/31/2006	0.017
07/31/2006	0.016
06/30/2006	0.017
05/31/2006	0.016
04/28/2006	0.014
03/31/2006	0.017
02/28/2006	0.014
01/31/2006	0.013
12/30/2005	0.016
11/30/2005	0.015
10/31/2005	0.014
09/30/2005	0.015
08/31/2005	0.013
07/29/2005	0.013
06/30/2005	0.014
05/31/2005	0.013
04/29/2005	0.014
03/31/2005	0.012
02/28/2005	0.012
01/31/2005	0.011
12/31/2004	0.012
11/30/2004	0.011
10/29/2004	0.011
09/30/2004	0.011
08/31/2004	0.01
07/30/2004	0.011
06/30/2004	0.01
05/28/2004	0.098
04/30/2004	0.012
03/31/2004	0.011
02/27/2004	0.011
01/30/2004	0.011
12/31/2003	0.012
11/28/2003	0.011
10/31/2003	0.012
09/30/2003	0.011
08/29/2003	0.012
07/31/2003	0.012
06/30/2003	0.013
05/30/2003	0.015
04/30/2003	0.015
03/31/2003	0.014
12/31/2002	0.016
10/31/2002	0.016
09/30/2002	0.016
08/30/2002	0.019
07/31/2002	0.018
06/28/2002	0.017
03/28/2002	0.02
02/28/2002	0.02
01/31/2002	0.019
12/31/2001	0.02
11/30/2001	0.022
10/31/2001	0.021
09/28/2001	0.019
08/31/2001	0.024
07/31/2001	0.022
06/29/2001	0.023
05/31/2001	0.023
04/30/2001	0.022
03/30/2001	0.025
02/28/2001	0.023
01/31/2001	0.023
12/29/2000	0.024
11/30/2000	0.024
10/31/2000	0.023
09/29/2000	0.024
08/31/2000	0.024
07/31/2000	0.021
06/30/2000	0.024
05/31/2000	0.024
04/28/2000	0.021
03/31/2000	0.024
02/29/2000	0.022
01/31/2000	0.021
12/31/1999	0.024
11/30/1999	0.022
10/29/1999	0.022
09/30/1999	0.021
08/31/1999	0.021
07/30/1999	0.022
06/30/1999	0.021
05/28/1999	0.02
04/30/1999	0.022
03/31/1999	0.021
02/26/1999	0.021
01/29/1999	0.019
12/31/1998	0.023
11/30/1998	0.021
10/30/1998	0.022
09/30/1998	0.021
08/31/1998	0.02
07/31/1998	0.023
06/30/1998	0.022
05/29/1998	0.022
04/30/1998	0.022
03/31/1998	0.022
02/27/1998	0.022
01/30/1998	0.023
12/31/1997	0.024
11/28/1997	0.022
10/31/1997	0.025
09/30/1997	0.022
08/29/1997	0.024
07/31/1997	0.023
06/30/1997	0.022
05/30/1997	0.024
04/30/1997	0.023
03/31/1997	0.021
02/28/1997	0.022
01/31/1997	0.024
12/31/1996	0.023
11/29/1996	0.024
10/31/1996	0.023
09/30/1996	0.022
08/30/1996	0.025
07/31/1996	0.023
06/28/1996	0.022
05/31/1996	0.025
04/30/1996	0.023
03/29/1996	0.024
02/29/1996	0.024
01/31/1996	0.023
12/29/1995	0.025
11/30/1995	0.024
10/31/1995	0.024
09/29/1995	0.026
08/31/1995	0.025
07/31/1995	0.023
06/30/1995	0.027
05/31/1995	0.025
04/28/1995	0.023
03/31/1995	0.027
02/28/1995	0.025
01/31/1995	0.024
12/30/1994	0.026
11/30/1994	0.024
10/31/1994	0.022
09/30/1994	0.025
08/31/1994	0.023
07/29/1994	0.022
06/30/1994	0.022
05/31/1994	0.022
04/29/1994	0.021
03/31/1994	0.025
02/28/1994	0.021
01/31/1994	0.02
12/31/1993	0.025
11/30/1993	0.024
10/29/1993	0.025
09/30/1993	0.025
08/31/1993	0.025
07/30/1993	0.027
06/30/1993	0.027
05/28/1993	0.025
04/30/1993	0.031
03/31/1993	0.028
02/26/1993	0.028
01/29/1993	0.026
12/31/1992	0.03
11/30/1992	0.025
10/30/1992	0.028
09/30/1992	0.028
08/31/1992	0.026
07/31/1992	0.03
06/30/1992	0.028
05/29/1992	0.028
04/30/1992	0.028
03/31/1992	0.028
02/28/1992	0.028
01/31/1992	0.031
12/31/1991	0.03
11/29/1991	0.031
10/31/1991	0.03
09/30/1991	0.029
08/30/1991	0.033
07/31/1991	0.032
06/28/1991	0.028
05/31/1991	0.027
04/30/1991	0.027
03/28/1991	0.028
02/28/1991	0.027
01/31/1991	0.031
12/31/1990	0.032
11/30/1990	0.035
10/31/1990	0.034
09/28/1990	0.029
08/31/1990	0.037
07/31/1990	0.033
06/29/1990	0.034
05/31/1990	0.033
04/30/1990	0.031
03/30/1990	0.034
02/28/1990	0.031
01/31/1990	0.033
12/29/1989	0.035
11/30/1989	0.033
10/31/1989	0.034
09/29/1989	0.035
08/31/1989	0.035
07/31/1989	0.034
06/30/1989	0.038
05/31/1989	0.037
04/28/1989	0.033
03/31/1989	0.039
02/28/1989	0.032
01/31/1989	0.033
12/30/1988	0.038
11/30/1988	0.034
10/31/1988	0.033
09/30/1988	0.037
08/30/1988	0.035
07/29/1988	0.035
06/30/1988	0.034
05/27/1988	0.033
04/29/1988	0.031
03/31/1988	0.037
02/26/1988	0.033
01/29/1988	0.032
12/31/1987	0.039
11/30/1987	0.033
10/30/1987	0.037
09/30/1987	0.034
08/31/1987	0.03
07/31/1987	0.033
06/30/1987	0.032
05/29/1987	0.031
04/30/1987	0.03
03/31/1987	0.03
02/27/1987	0.029
01/30/1987	0.031
12/31/1986	0.032
11/28/1986	0.029
10/31/1986	0.034
09/30/1986	0.031
08/29/1986	0.035
07/31/1986	0.035
06/30/1986	0.034
05/30/1986	0.037
04/30/1986	0.037
03/31/1986	0.036
02/28/1986	0.038
01/31/1986	0.04
12/31/1985	0.039
11/29/1985	0.039
10/31/1985	0.038
09/30/1985	0.035
08/30/1985	0.041
07/31/1985	0.038
06/28/1985	0.036
05/31/1985	0.043
04/30/1985	0.041
03/29/1985	0.041
02/28/1985	0.041
01/31/1985	0.041
12/31/1984	0.042
11/30/1984	0.049
10/31/1984	0.047
09/28/1984	0.041
08/31/1984	0.051
07/31/1984	0.045
06/29/1984	0.045
05/31/1984	0.044
04/30/1984	0.042
03/30/1984	0.043

Dividend Growth History for T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.1439	3.21%	40.66%	-
2022	$0.1023	2.14%	74.57%	40.66%
2021	$0.0586	1.21%	-36.65%	56.70%
2020	$0.0925	1.96%	-22.07%	15.87%
2019	$0.1187	2.55%	14.35%	4.93%
2018	$0.1038	2.21%	26.59%	6.75%
2017	$0.082	1.74%	10.81%	9.83%
2016	$0.074	1.57%	5.71%	9.97%
2015	$0.07	1.47%	2.94%	9.43%
2014	$0.068	1.42%	-6.85%	8.69%
2013	$0.073	1.51%	-24.74%	7.02%
2012	$0.097	2.02%	-12.61%	3.65%
2011	$0.111	2.29%	-8.26%	2.19%
2010	$0.121	2.51%	-28.40%	1.34%
2009	$0.169	3.69%	-15.50%	-1.14%
2008	$0.2	4.22%	-5.66%	-2.17%
2007	$0.212	4.52%	11.58%	-2.39%
2006	$0.19	4.06%	17.28%	-1.62%
2005	$0.162	3.41%	-26.03%	-0.66%
2004	$0.219	4.54%	72.44%	-2.19%
2003	$0.127	2.65%	-21.12%	0.63%
2002	$0.161	3.38%	-39.70%	-0.53%
2001	$0.267	5.72%	-3.26%	-2.77%
2000	$0.276	6.08%	7.81%	-2.79%
1999	$0.256	5.45%	-2.66%	-2.37%
1998	$0.263	5.62%	-4.71%	-2.38%
1997	$0.276	5.92%	-1.78%	-2.47%
1996	$0.281	5.89%	-5.70%	-2.45%
1995	$0.298	6.44%	9.16%	-2.57%
1994	$0.273	5.41%	-13.61%	-2.18%
1993	$0.316	6.26%	-6.51%	-2.59%
1992	$0.338	6.59%	-4.25%	-2.72%
1991	$0.353	7.13%	-10.86%	-2.77%
1990	$0.396	7.97%	-5.26%	-3.02%
1989	$0.418	8.51%	1.46%	-3.09%
1988	$0.412	8.14%	5.91%	-2.96%
1987	$0.389	7.48%	-6.94%	-2.72%
1986	$0.418	8.10%	-11.63%	-2.84%
1985	$0.473	9.44%	5.35%	-3.08%
1984	$0.449	9.03%	-	-2.88%

Dividend Growth Chart for T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX)

T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) Historical Returns And Risk Info

From 05/08/1984 to 05/10/2024, the compound annualized total return (dividend reinvested) of T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 4.464%. Its cumulative total return (dividend reinvested) is 473.902%.

From 05/08/1984 to 05/10/2024, the Maximum Drawdown of T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 6.6%.

From 05/08/1984 to 05/10/2024, the Sharpe Ratio of T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 0.85.

From 05/08/1984 to 05/10/2024, the Annualized Standard Deviation of T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 2.6%.

From 05/08/1984 to 05/10/2024, the Beta of T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 0.75.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 05/08/1984	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984
Annualized Return(%)	0.2	1.1	4.0	0.4	1.7	1.5	1.9	2.4	4.5	5.1	-4.1	-0.2	4.5	4.3	1.4	1.3	1.6	0.6	0.6	0.3	2.9	1.5	2.9	9.0	1.3	5.5	4.4	1.8	3.4	3.1	4.1	8.5	8.6	2.3	6.2	6.3	4.0	9.7	-3.0	6.6	5.0	11.2	7.9	9.9	5.6	5.2	9.0	12.8	10.6
Sharpe Ratio	NA	-0.62	-0.13	-0.76	0.02	0.2	NA	NA	0.85	0.28	-1.94	-0.32	1.68	1.6	0.05	0.52	0.89	0.35	0.45	0.17	2.25	0.86	1.47	3.33	0.1	1.04	0.56	-0.22	0.87	0.95	1.1	1.83	1.62	-0.33	0.99	1.1	0.14	2.23	-2.08	1.81	0.87	2.53	0.87	1.23	0.28	0.38	1.53	2.2	2.13
Draw Down(%)	NA	0.9	1.3	6.6	6.6	6.6	NA	NA	6.6	1.5	6.0	0.8	5.2	0.6	0.4	0.4	0.9	0.8	0.6	1.1	0.4	1.1	1.4	0.8	3.9	0.7	0.4	0.8	1.8	1.7	1.5	1.9	0.9	1.3	1.2	0.8	1.9	0.8	4.5	0.8	1.8	1.0	1.2	1.4	1.0	1.9	1.2	1.2	1.0
Standard Deviation(%)	NA	2.5	2.6	2.6	2.4	2.0	NA	NA	2.6	3.0	2.9	0.8	2.5	1.8	1.4	1.3	1.5	1.7	1.3	1.4	1.3	1.7	1.9	2.7	3.4	2.4	2.0	1.9	2.8	2.5	2.7	3.4	2.8	2.8	2.9	2.5	3.2	2.6	2.9	2.5	3.0	2.9	3.0	3.4	3.1	3.1	3.1	3.5	3.5
Treynor Ratio	NA	-0.03	-0.01	-0.03	0.0	0.01	NA	NA	0.03	0.01	-0.09	-0.01	0.06	0.04	0.0	0.01	0.03	0.01	0.01	0.0	0.05	0.02	0.04	0.12	0.01	0.03	0.01	0.0	0.03	0.03	0.04	0.07	0.05	-0.01	0.03	0.03	0.0	0.08	-0.08	0.06	0.03	0.08	0.03	0.05	0.01	0.02	0.06	0.11	0.1
Alpha	NA	0.0	0.0	0.0	0.0	0.0	NA	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.02	0.0	0.0	0.0	0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-0.02	0.0	0.0	0.0	0.0	0.0	0.0	0.01	0.0	0.0	0.0
Beta	NA	0.54	0.54	0.59	0.62	0.61	NA	NA	0.75	0.62	0.6	0.27	0.75	0.71	0.64	0.52	0.54	0.61	0.41	0.54	0.52	0.67	0.67	0.73	0.64	0.74	0.82	0.84	0.82	0.85	0.77	0.91	0.88	0.9	0.82	0.87	0.97	0.77	0.78	0.79	0.8	0.9	0.85	0.9	0.74	0.62	0.78	0.71	0.73
RSquare	NA	0.36	0.42	0.53	0.56	0.5	NA	NA	0.59	0.55	0.6	0.21	0.72	0.47	0.41	0.25	0.34	0.34	0.2	0.27	0.26	0.38	0.47	0.6	0.57	0.56	0.58	0.48	0.36	0.55	0.61	0.73	0.68	0.67	0.63	0.71	0.81	0.66	0.61	0.51	0.65	0.72	0.74	0.76	0.5	0.43	0.66	0.64	0.71
Yield(%)	N/A	1.1	3.5	2.3	2.3	2.0	2.1	2.6	N/A	2.7	2.3	0.8	2.5	2.6	2.6	2.5	2.3	1.9	1.5	2.3	2.5	2.5	2.3	3.7	5.1	5.1	4.5	3.2	4.4	2.5	3.8	5.1	5.3	5.1	5.1	5.2	5.0	5.8	5.0	5.9	6.8	7.3	7.6	8.6	8.1	7.3	8.3	9.6	8.7
Dividend Growth(%)	N/A	-58.3	25.9	11.0	28.6	-38.1	-56.7	-61.2	N/A	9.1	175.0	-66.7	0.0	0.0	0.0	9.1	22.2	28.6	-36.4	-8.3	0.0	9.1	-35.3	-29.2	0.0	14.3	40.0	-28.6	75.0	-33.3	-25.0	0.0	0.0	0.0	0.0	0.0	-11.1	8.0	-16.7	-14.3	-2.8	-5.3	-9.5	2.4	7.9	-11.6	-10.4	11.6	N/A

Return Calculator for T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX)

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T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) Historical Return Chart

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T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/08/1984 to 05/10/2024, the worst annualized return of 3-year rolling returns for T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is -0.27%.

From 05/08/1984 to 05/10/2024, the worst annualized return of 5-year rolling returns for T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 0.85%.

From 05/08/1984 to 05/10/2024, the worst annualized return of 10-year rolling returns for T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 1.14%.

From 05/08/1984 to 05/10/2024, the worst annualized return of 20-year rolling returns for T. ROWE PRICE SHORT-TERM BOND FUND INC. T. ROWE PRICE SHORT-TERM BOND FUND INC. (PRWBX) is 2.55%.

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