Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZRX (T. Rowe Price Real Assets Fund Z Class) | 11.72% | 34.51% | 17.19% | 8.44% | 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 |
|---|---|---|
| TRZRX (T. Rowe Price Real Assets 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 (%) | -2.48 | 34.51 | 17.19 | 8.44 | NA | NA | NA | … | … | 11.72 | 27.63 | 1.24 | 7.62 | -9.40 | 26.76 | 49.50 |
| Sharpe Ratio | NA | 1.95 | 0.87 | 0.33 | NA | NA | NA | … | … | 1.35 | 1.48 | -0.18 | 0.25 | -0.47 | 1.77 | 2.19 |
| Standard Deviation(%) | NA | 16.37 | 16.03 | 17.67 | NA | NA | NA | … | … | 20.06 | 17.03 | 13.43 | 16.19 | 23.29 | 15.09 | 29.97 |
| Draw Down(%) | NA | 12.83 | 16.51 | 26.39 | NA | NA | NA | … | … | 12.83 | 13.74 | 11.22 | 14.08 | 26.39 | 6.53 | 13.11 |
| Yield(%) | 0.00 | 4.50 | 3.46 | 2.87 | 2.88 | 1.92 | 1.44 | … | … | 0.00 | 4.86 | 2.54 | 2.56 | 2.49 | 3.23 | 3.31 |
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 |
|---|---|---|---|---|
| TRZRX (T. Rowe Price Real Assets Fund Z Class) |
-0.43%
Dec 2021 – Dec 2024 |
9.25%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZRX (T. Rowe Price Real Assets Fund Z Class) |
19.38%
May 2023 – May 2026 |
13.30%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart