Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TRAZX (Rowe T Price Institutional Income Funds Inc – Floating Rate Fund) 1.00% 6.63% 9.11% 6.74% NA NA NA
Data as of 05/15/2026, Common starting date is 04/28/2020
More Performance Analytics Comparison
Name Start Date End Date
TRAZX (Rowe T Price Institutional Income Funds Inc – Floating Rate Fund) 04/28/2020 05/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.00 6.63 9.11 6.74 NA NA NA 1.00 7.42 9.81 13.02 -0.13 5.24 12.21
Sharpe Ratio NA 1.60 2.08 1.46 NA NA NA 0.08 1.64 2.23 2.91 -0.45 3.48 6.20
Standard Deviation(%) NA 2.47 2.81 2.90 NA NA NA 2.51 2.78 2.77 3.24 3.48 1.50 2.95
Draw Down(%) NA 1.41 2.24 5.41 NA NA NA 1.41 2.24 0.85 1.61 5.41 0.41 1.38
Yield(%) 0.00 7.46 8.62 7.20 4.49 2.99 2.24 2.24 7.71 9.01 9.44 5.71 4.51 4.21
Data as of 05/15/2026, Common starting date is 04/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRAZX (Rowe T Price Institutional Income Funds Inc – Floating Rate Fund) 5.48%
May 2020 – May 2023
6.49%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRAZX (Rowe T Price Institutional Income Funds Inc – Floating Rate Fund) 10.49%
Sep 2022 – Sep 2025
7.70%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return