Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRIZX (T. Rowe Price Floating Rate Fund Z Class) | 2.37% | 7.08% | 9.77% | 7.22% | NA | NA | NA | 9.16% |
Data as of 07/16/2025, AR inception is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIZX (T. Rowe Price Floating Rate Fund Z Class) | 03/17/2020 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 7.08 | 9.77 | 7.22 | NA | NA | NA | 9.16 | 2.37 | 9.62 | 13.21 | -0.04 | 5.38 | 15.82 |
| Sharpe Ratio | NA | 1.39 | 2.22 | 1.88 | NA | NA | NA | 1.46 | 0.48 | 2.20 | 3.02 | -0.43 | 3.66 | 2.09 |
| Standard Deviation(%) | NA | 2.79 | 2.98 | 2.78 | NA | NA | NA | 4.55 | 2.78 | 2.73 | 3.19 | 3.43 | 1.46 | 9.64 |
| Draw Down(%) | NA | 2.29 | 2.83 | 5.29 | NA | NA | NA | 9.26 | 2.29 | 0.75 | 1.64 | 5.29 | 0.31 | 9.26 |
| Yield(%) | 0.00 | 6.91 | 8.34 | 6.80 | 3.80 | 2.54 | 1.90 | 7.61 | 2.53 | 8.94 | 9.35 | 5.74 | 4.63 | 4.08 |
Data as of 07/16/2025, AR inception is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIZX (T. Rowe Price Floating Rate Fund Z Class) |
5.47%
May 2020 - May 2023 |
7.35%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIZX (T. Rowe Price Floating Rate Fund Z Class) |
9.86%
Jun 2022 - Jun 2025 |
7.80%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart