Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RPELX (T. Rowe Price Dynamic Credit Fund I Class) | 2.73% | 6.56% | 6.37% | 6.04% | NA | NA | NA | 5.06% |
Data as of 07/14/2025, AR inception is 01/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPELX (T. Rowe Price Dynamic Credit Fund I Class) | 01/10/2019 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.56 | 6.37 | 6.04 | NA | NA | NA | 5.06 | 2.73 | 7.46 | 4.00 | 0.12 | 6.26 | 3.11 | 6.77 |
| Sharpe Ratio | NA | 1.09 | 0.82 | 1.06 | NA | NA | NA | 0.58 | 0.72 | 1.19 | 0.09 | -0.34 | 1.37 | 0.31 | 2.31 |
| Standard Deviation(%) | NA | 3.32 | 3.45 | 3.74 | NA | NA | NA | 4.92 | 3.44 | 3.21 | 3.76 | 3.88 | 4.56 | 9.21 | 2.39 |
| Draw Down(%) | NA | 3.17 | 3.17 | 6.88 | NA | NA | NA | 19.94 | 3.17 | 0.96 | 2.48 | 4.69 | 2.79 | 19.94 | 1.08 |
| Yield(%) | 0.00 | 6.14 | 7.38 | 6.95 | 3.91 | 2.61 | 1.95 | 6.51 | 2.59 | 6.99 | 5.84 | 8.18 | 5.43 | 7.38 | 4.53 |
Data as of 07/14/2025, AR inception is 01/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPELX (T. Rowe Price Dynamic Credit Fund I Class) |
1.83%
May 2021 - May 2024 |
3.87%
Mar 2019 - Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPELX (T. Rowe Price Dynamic Credit Fund I Class) |
9.28%
Mar 2020 - Mar 2023 |
8.21%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart