CAPL vs. PRFRX
Compare and contrast key facts about CrossAmerica Partners LP (CAPL) and T. Rowe Price Floating Rate Fund (PRFRX).
PRFRX is managed by T. Rowe Price. It was launched on Jul 29, 2011.
Performance
CAPL vs. PRFRX - Performance Comparison
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CAPL vs. PRFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAPL CrossAmerica Partners LP | 3.28% | 2.89% | 6.27% | 26.71% | 14.99% | 22.91% | 9.01% | 43.57% | -33.07% | 3.68% |
PRFRX T. Rowe Price Floating Rate Fund | -0.06% | 13.09% | 8.80% | 13.78% | -1.95% | 4.60% | 1.75% | 8.46% | -0.08% | 3.48% |
Returns By Period
In the year-to-date period, CAPL achieves a 3.28% return, which is significantly higher than PRFRX's -0.06% return. Over the past 10 years, CAPL has outperformed PRFRX with an annualized return of 9.66%, while PRFRX has yielded a comparatively lower 5.66% annualized return.
CAPL
- 1D
- 1.02%
- 1M
- 2.97%
- YTD
- 3.28%
- 6M
- 3.74%
- 1Y
- -7.00%
- 3Y*
- 8.85%
- 5Y*
- 12.26%
- 10Y*
- 9.66%
PRFRX
- 1D
- 0.00%
- 1M
- -0.11%
- YTD
- -0.06%
- 6M
- 3.35%
- 1Y
- 11.72%
- 3Y*
- 10.22%
- 5Y*
- 7.18%
- 10Y*
- 5.66%
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Return for Risk
CAPL vs. PRFRX — Risk / Return Rank
CAPL
PRFRX
CAPL vs. PRFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossAmerica Partners LP (CAPL) and T. Rowe Price Floating Rate Fund (PRFRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAPL | PRFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.29 | 3.66 | -3.94 |
Sortino ratioReturn per unit of downside risk | -0.23 | 7.34 | -7.56 |
Omega ratioGain probability vs. loss probability | 0.97 | 2.39 | -1.42 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 5.81 | -6.14 |
Martin ratioReturn relative to average drawdown | -0.53 | 28.10 | -28.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAPL | PRFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | 3.66 | -3.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 2.48 | -2.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 1.45 | -1.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 1.43 | -1.16 |
Correlation
The correlation between CAPL and PRFRX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CAPL vs. PRFRX - Dividend Comparison
CAPL's dividend yield for the trailing twelve months is around 10.11%, less than PRFRX's 12.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAPL CrossAmerica Partners LP | 10.11% | 10.19% | 9.55% | 9.21% | 10.59% | 11.02% | 12.23% | 11.63% | 15.55% | 10.44% | 9.53% | 8.60% |
PRFRX T. Rowe Price Floating Rate Fund | 12.94% | 12.91% | 8.17% | 9.57% | 4.03% | 3.86% | 4.00% | 4.84% | 4.87% | 4.04% | 4.07% | 4.07% |
Drawdowns
CAPL vs. PRFRX - Drawdown Comparison
The maximum CAPL drawdown since its inception was -69.32%, which is greater than PRFRX's maximum drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for CAPL and PRFRX.
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Drawdown Indicators
| CAPL | PRFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -20.05% | -49.27% |
Max Drawdown (1Y)Largest decline over 1 year | -18.25% | -2.07% | -16.18% |
Max Drawdown (5Y)Largest decline over 5 years | -19.80% | -5.94% | -13.86% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -20.05% | -46.87% |
Current DrawdownCurrent decline from peak | -10.28% | -0.64% | -9.64% |
Average DrawdownAverage peak-to-trough decline | -16.68% | -0.69% | -15.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.38% | 0.43% | +10.95% |
Volatility
CAPL vs. PRFRX - Volatility Comparison
CrossAmerica Partners LP (CAPL) has a higher volatility of 7.89% compared to T. Rowe Price Floating Rate Fund (PRFRX) at 0.74%. This indicates that CAPL's price experiences larger fluctuations and is considered to be riskier than PRFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAPL | PRFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 0.74% | +7.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.97% | 2.18% | +12.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.57% | 3.34% | +21.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 2.91% | +22.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.70% | 3.92% | +36.78% |