Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) | 3.69% | 7.77% | 9.59% | 5.70% | NA | NA | NA | 8.16% |
Data as of 07/14/2025, AR inception is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) | 03/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 7.77 | 9.59 | 5.70 | NA | NA | NA | 8.16 | 3.69 | 7.39 | 14.52 | -10.71 | 6.11 | 22.50 |
| Sharpe Ratio | NA | 1.23 | 1.12 | 0.71 | NA | NA | NA | 0.90 | 0.98 | 1.00 | 1.85 | -1.56 | 2.19 | 2.79 |
| Standard Deviation(%) | NA | 3.88 | 5.42 | 5.22 | NA | NA | NA | 6.36 | 4.25 | 3.78 | 5.91 | 7.81 | 2.78 | 10.36 |
| Draw Down(%) | NA | 3.95 | 8.07 | 14.87 | NA | NA | NA | 14.87 | 3.95 | 2.21 | 4.43 | 14.87 | 1.80 | 9.11 |
| Yield(%) | 0.00 | 6.15 | 7.09 | 6.24 | 3.62 | 2.41 | 1.81 | 7.24 | 2.43 | 7.29 | 7.37 | 5.84 | 5.79 | 5.41 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) |
1.72%
Oct 2020 - Oct 2023 |
5.86%
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 |
|---|---|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) |
9.92%
Jun 2022 - Jun 2025 |
6.45%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart