Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRSUX (T. Rowe Price Summit GNMA) | NA | 1.85% | 2.20% | 3.87% | 4.54% | 4.92% | NA | … | … |
Data as of 06/04/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRSUX (T. Rowe Price Summit GNMA) | 06/21/1996 | 06/04/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.85 | 2.20 | 3.87 | 4.54 | 4.92 | NA | … | … | 3.15 | -2.65 | 2.89 | 6.37 | 6.19 | 5.79 | 6.34 | 6.55 | 4.12 | 2.63 | 3.62 | 1.90 | 7.72 | 7.66 | 11.28 | -0.27 | 6.97 | 9.79 | 6.82 |
| Sharpe Ratio | NA | 0.41 | 0.66 | 1.15 | 0.96 | NA | NA | … | … | 2.40 | -0.64 | 1.40 | 1.92 | 1.86 | 1.70 | 0.86 | 0.98 | 0.27 | 0.19 | 0.83 | 0.40 | 1.81 | 1.29 | 1.74 | -0.84 | 0.80 | -10.96 | 2.02 |
| Standard Deviation(%) | NA | 4.47 | 3.28 | 3.32 | 3.64 | NA | NA | … | … | 3.19 | 4.18 | 2.05 | 3.31 | 3.28 | 3.36 | 6.28 | 3.61 | 3.09 | 2.41 | 3.21 | 2.98 | 3.66 | 4.22 | 4.15 | 4.14 | 4.57 | 4.13 | 4.87 |
| Draw Down(%) | NA | 3.62 | 5.55 | 5.55 | 5.55 | NA | NA | … | … | 1.03 | 5.55 | 1.07 | 1.88 | 2.69 | 1.97 | 3.62 | 2.41 | 2.27 | 1.74 | 3.11 | 2.58 | 1.92 | 3.02 | 2.70 | 3.89 | 3.41 | 2.13 | 1.77 |
| Yield(%) | 0.00 | 3.10 | 3.89 | 4.18 | 4.51 | 4.81 | 4.70 | … | … | 1.14 | 3.42 | 4.21 | 4.38 | 4.71 | 4.58 | 4.70 | 4.98 | 4.91 | 4.60 | 4.55 | 3.54 | 4.03 | 5.91 | 6.76 | 6.20 | 6.48 | 6.96 | 4.16 |
Data as of 06/04/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSUX (T. Rowe Price Summit GNMA) |
1.89%
Aug 2010 – Aug 2013 |
3.28%
Jul 2002 – Jul 2007 |
4.15%
Dec 2003 – Dec 2013 |
4.60%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRSUX (T. Rowe Price Summit GNMA) |
9.19%
Jan 2000 – Jan 2003 |
7.75%
Aug 1996 – Aug 2001 |
5.97%
Jan 2000 – Jan 2010 |
5.97%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart