Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTKIX (T Rowe Price Total Return Fund I Cl) | -0.01% | 4.63% | 4.37% | -0.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTKIX (T Rowe Price Total Return Fund I Cl) | 11/16/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.63 | 4.37 | -0.14 | NA | NA | NA | … | … | -0.01 | 7.51 | 2.48 | 5.79 | -15.74 | 0.59 | 8.41 | 10.10 | 0.14 | 3.07 | -0.70 |
| Sharpe Ratio | NA | 0.68 | 0.29 | -0.44 | NA | NA | NA | … | … | -0.55 | 1.04 | -0.20 | 0.30 | -2.35 | 0.18 | 1.30 | 2.82 | -0.48 | 0.94 | -1.96 |
| Standard Deviation(%) | NA | 3.82 | 5.48 | 5.88 | NA | NA | NA | … | … | 4.08 | 4.48 | 5.67 | 7.27 | 7.34 | 3.11 | 6.27 | 3.06 | 2.60 | 2.58 | 3.11 |
| Draw Down(%) | NA | 2.93 | 6.30 | 20.16 | NA | NA | NA | … | … | 2.93 | 2.84 | 3.90 | 7.79 | 19.24 | 2.54 | 11.15 | 1.81 | 2.31 | 1.50 | 1.50 |
| Yield(%) | 0.00 | 4.81 | 4.98 | 3.80 | 3.48 | 2.32 | 1.74 | … | … | 1.65 | 5.38 | 5.11 | 4.97 | 3.15 | 3.19 | 3.54 | 5.45 | 3.28 | 1.45 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTKIX (T Rowe Price Total Return Fund I Cl) |
-5.36%
Oct 2020 – Oct 2023 |
-0.47%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTKIX (T Rowe Price Total Return Fund I Cl) |
7.05%
Oct 2018 – Oct 2021 |
4.38%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart