Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRPZX (T. Rowe Price Limited Duration Inflation Focused Bond Fund Z Class) | 4.56% | 6.62% | 3.49% | 4.56% | NA | NA | NA | 5.72% |
Data as of 07/18/2025, AR inception is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPZX (T. Rowe Price Limited Duration Inflation Focused Bond Fund Z Class) | 03/17/2020 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 6.62 | 3.49 | 4.56 | NA | NA | NA | 5.72 | 4.56 | 4.90 | 3.84 | -4.55 | 10.72 | 9.71 |
| Sharpe Ratio | NA | 1.16 | 0.02 | 0.39 | NA | NA | NA | 0.53 | 1.69 | 0.50 | 0.03 | -0.54 | 2.02 | 5.13 |
| Standard Deviation(%) | NA | 2.94 | 7.61 | 6.55 | NA | NA | NA | 6.39 | 3.22 | 2.54 | 7.12 | 11.06 | 5.29 | 2.39 |
| Draw Down(%) | NA | 1.32 | 7.04 | 7.13 | NA | NA | NA | 7.13 | 1.26 | 1.32 | 4.02 | 7.13 | 1.49 | 1.01 |
| Yield(%) | 0.00 | 4.71 | 5.41 | 5.54 | 2.95 | 1.97 | 1.47 | 5.90 | 0.63 | 4.86 | 4.42 | 7.23 | 9.68 | 1.85 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| TRPZX (T. Rowe Price Limited Duration Inflation Focused Bond Fund Z Class) |
1.31%
Dec 2021 - Dec 2024 |
4.60%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPZX (T. Rowe Price Limited Duration Inflation Focused Bond Fund Z Class) |
4.98%
Apr 2020 - Apr 2023 |
5.18%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart