Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRIZX (T. Rowe Price Floating Rate Fund Z Class) | 0.76% | 5.54% | 8.82% | 6.58% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 5.54 | 8.82 | 6.58 | NA | NA | NA | … | … | 0.76 | 7.39 | 9.62 | 13.21 | -0.04 | 5.38 | 15.82 |
| Sharpe Ratio | NA | 1.32 | 2.15 | 1.44 | NA | NA | NA | … | … | 0.07 | 1.60 | 2.20 | 3.02 | -0.43 | 3.66 | 2.09 |
| Standard Deviation(%) | NA | 2.44 | 2.80 | 2.88 | NA | NA | NA | … | … | 2.47 | 2.83 | 2.73 | 3.19 | 3.43 | 1.46 | 9.64 |
| Draw Down(%) | NA | 1.43 | 2.29 | 5.29 | NA | NA | NA | … | … | 1.43 | 2.29 | 0.75 | 1.64 | 5.29 | 0.31 | 9.26 |
| Yield(%) | 0.00 | 6.87 | 8.38 | 7.13 | 4.62 | 3.08 | 2.31 | … | … | 2.35 | 7.69 | 8.94 | 9.35 | 5.74 | 4.63 | 4.08 |
Data as of 06/05/2026, Common starting date 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 |
6.51%
Feb 2021 – Feb 2026 |
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) |
10.44%
Sep 2022 – Sep 2025 |
7.80%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart