Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) | 1.35% | 7.17% | 9.16% | 4.63% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) | 03/17/2020 | 06/10/2026 |
| 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 (%) | -0.51 | 7.17 | 9.16 | 4.63 | NA | NA | NA | … | … | 1.35 | 9.62 | 7.39 | 14.52 | -10.71 | 6.11 | 22.50 |
| Sharpe Ratio | NA | 1.38 | 1.46 | 0.42 | NA | NA | NA | … | … | 0.28 | 1.75 | 1.00 | 1.85 | -1.56 | 2.19 | 2.79 |
| Standard Deviation(%) | NA | 3.40 | 4.18 | 5.25 | NA | NA | NA | … | … | 3.85 | 3.86 | 3.78 | 5.91 | 7.81 | 2.78 | 10.36 |
| Draw Down(%) | NA | 2.17 | 3.95 | 14.87 | NA | NA | NA | … | … | 2.17 | 3.95 | 2.21 | 4.43 | 14.87 | 1.80 | 9.11 |
| Yield(%) | 0.00 | 7.46 | 7.64 | 6.23 | 4.46 | 2.97 | 2.23 | … | … | 2.98 | 7.54 | 7.29 | 7.37 | 5.84 | 5.79 | 5.41 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) |
1.72%
Oct 2020 – Oct 2023 |
4.76%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRKZX (T. Rowe Price High Yield Fund Z Class) |
11.48%
Sep 2022 – Sep 2025 |
6.45%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart