Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRZWX (T. Rowe Price Ultra Short-Term Bond Fund) | 1.89% | 5.14% | 5.58% | NA | NA | NA | NA | 3.62% |
Data as of 07/11/2025, AR inception is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZWX (T. Rowe Price Ultra Short-Term Bond Fund) | 02/25/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.14 | 5.58 | NA | NA | NA | NA | 3.62 | 1.89 | 6.60 | 6.81 | -0.05 | -0.57 |
| Sharpe Ratio | NA | 1.10 | 1.29 | NA | NA | NA | NA | 0.62 | 0.36 | 1.57 | 1.84 | -1.08 | -1.12 |
| Standard Deviation(%) | NA | 1.77 | 1.73 | NA | NA | NA | NA | 1.54 | 1.68 | 1.89 | 1.72 | 1.37 | 0.62 |
| Draw Down(%) | NA | 0.20 | 0.59 | NA | NA | NA | NA | 2.04 | 0.20 | 0.20 | 0.40 | 1.48 | 0.77 |
| Yield(%) | 0.00 | 4.43 | 4.49 | 3.13 | 1.56 | 1.04 | 0.78 | 3.91 | 1.68 | 5.42 | 4.41 | 2.50 | 1.91 |
Data as of 07/11/2025, AR inception is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZWX (T. Rowe Price Ultra Short-Term Bond Fund) |
2.65%
Mar 2021 - Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZWX (T. Rowe Price Ultra Short-Term Bond Fund) |
5.51%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart