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TRVLX vs. PRSNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TRVLX vs. PRSNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Value Fund (TRVLX) and T. Rowe Price Global Multi-Sector Bond Fund (PRSNX). The values are adjusted to include any dividend payments, if applicable.

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TRVLX vs. PRSNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TRVLX
T. Rowe Price Value Fund
4.31%16.37%14.98%12.16%-11.37%29.86%10.48%26.20%-9.44%17.35%
PRSNX
T. Rowe Price Global Multi-Sector Bond Fund
-0.32%11.12%4.27%12.77%-16.27%0.40%8.16%11.94%0.45%6.47%

Returns By Period

In the year-to-date period, TRVLX achieves a 4.31% return, which is significantly higher than PRSNX's -0.32% return. Over the past 10 years, TRVLX has outperformed PRSNX with an annualized return of 11.33%, while PRSNX has yielded a comparatively lower 3.91% annualized return.


TRVLX

1D
1.77%
1M
-5.28%
YTD
4.31%
6M
10.57%
1Y
15.40%
3Y*
16.28%
5Y*
9.68%
10Y*
11.33%

PRSNX

1D
0.30%
1M
-1.69%
YTD
-0.32%
6M
2.28%
1Y
8.28%
3Y*
7.91%
5Y*
1.94%
10Y*
3.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TRVLX vs. PRSNX - Expense Ratio Comparison

Both TRVLX and PRSNX have an expense ratio of 0.65%.


Return for Risk

TRVLX vs. PRSNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TRVLX
TRVLX Risk / Return Rank: 5454
Overall Rank
TRVLX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
TRVLX Sortino Ratio Rank: 5252
Sortino Ratio Rank
TRVLX Omega Ratio Rank: 5151
Omega Ratio Rank
TRVLX Calmar Ratio Rank: 5757
Calmar Ratio Rank
TRVLX Martin Ratio Rank: 6363
Martin Ratio Rank

PRSNX
PRSNX Risk / Return Rank: 9696
Overall Rank
PRSNX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
PRSNX Sortino Ratio Rank: 9797
Sortino Ratio Rank
PRSNX Omega Ratio Rank: 9696
Omega Ratio Rank
PRSNX Calmar Ratio Rank: 9696
Calmar Ratio Rank
PRSNX Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TRVLX vs. PRSNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Value Fund (TRVLX) and T. Rowe Price Global Multi-Sector Bond Fund (PRSNX). 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.


TRVLXPRSNXDifference

Sharpe ratio

Return per unit of total volatility

1.00

2.54

-1.54

Sortino ratio

Return per unit of downside risk

1.48

4.11

-2.63

Omega ratio

Gain probability vs. loss probability

1.22

1.57

-0.35

Calmar ratio

Return relative to maximum drawdown

1.42

3.84

-2.42

Martin ratio

Return relative to average drawdown

6.19

14.13

-7.94

TRVLX vs. PRSNX - Sharpe Ratio Comparison

The current TRVLX Sharpe Ratio is 1.00, which is lower than the PRSNX Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of TRVLX and PRSNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TRVLXPRSNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

2.54

-1.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.46

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.96

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

1.42

-0.81

Correlation

The correlation between TRVLX and PRSNX is 0.15, 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

TRVLX vs. PRSNX - Dividend Comparison

TRVLX's dividend yield for the trailing twelve months is around 7.83%, less than PRSNX's 8.95% yield.


TTM20252024202320222021202020192018201720162015
TRVLX
T. Rowe Price Value Fund
7.83%8.17%8.50%2.97%10.09%10.92%2.33%1.69%11.09%5.89%3.06%8.77%
PRSNX
T. Rowe Price Global Multi-Sector Bond Fund
8.95%9.51%5.09%5.08%3.30%3.95%3.68%6.33%4.89%3.59%3.44%3.60%

Drawdowns

TRVLX vs. PRSNX - Drawdown Comparison

The maximum TRVLX drawdown since its inception was -60.22%, which is greater than PRSNX's maximum drawdown of -19.70%. Use the drawdown chart below to compare losses from any high point for TRVLX and PRSNX.


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Drawdown Indicators


TRVLXPRSNXDifference

Max Drawdown

Largest peak-to-trough decline

-60.22%

-19.70%

-40.52%

Max Drawdown (1Y)

Largest decline over 1 year

-11.39%

-2.19%

-9.20%

Max Drawdown (5Y)

Largest decline over 5 years

-20.35%

-19.70%

-0.65%

Max Drawdown (10Y)

Largest decline over 10 years

-38.65%

-19.70%

-18.95%

Current Drawdown

Current decline from peak

-5.40%

-1.88%

-3.52%

Average Drawdown

Average peak-to-trough decline

-7.54%

-2.42%

-5.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

0.60%

+2.01%

Volatility

TRVLX vs. PRSNX - Volatility Comparison

T. Rowe Price Value Fund (TRVLX) has a higher volatility of 4.13% compared to T. Rowe Price Global Multi-Sector Bond Fund (PRSNX) at 1.15%. This indicates that TRVLX's price experiences larger fluctuations and is considered to be riskier than PRSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TRVLXPRSNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.13%

1.15%

+2.98%

Volatility (6M)

Calculated over the trailing 6-month period

8.94%

2.10%

+6.84%

Volatility (1Y)

Calculated over the trailing 1-year period

15.85%

3.43%

+12.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.37%

4.27%

+10.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.39%

4.11%

+13.28%