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TTRZX vs. RPIDX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TTRZX vs. RPIDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Global Total Return Fund (TTRZX) and T. Rowe Price Dynamic Credit Fund (RPIDX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TTRZX achieves a 1.77% return, which is significantly higher than RPIDX's 0.28% return.


TTRZX

1D
-0.58%
1M
-0.41%
YTD
1.77%
6M
2.49%
1Y
8.74%
3Y*
6.37%
5Y*
-0.23%
10Y*
1.07%

RPIDX

1D
0.12%
1M
-0.63%
YTD
0.28%
6M
1.10%
1Y
7.26%
3Y*
7.70%
5Y*
4.38%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TTRZX vs. RPIDX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TTRZX
Templeton Global Total Return Fund
1.77%18.26%-6.61%6.28%-12.29%-5.14%-5.58%0.29%
RPIDX
T. Rowe Price Dynamic Credit Fund
0.28%9.74%9.92%4.72%-0.76%6.21%2.71%6.87%

Correlation

The correlation between TTRZX and RPIDX is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.09

Correlation (3Y)
Calculated over the trailing 3-year period

-0.06

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since Jan 15, 2019

0.01

The correlation between TTRZX and RPIDX shifts across timeframes, from -0.09 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

TTRZX vs. RPIDX — Risk / Return Rank

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

TTRZX
TTRZX Risk / Return Rank: 2020
Overall Rank
TTRZX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
TTRZX Sortino Ratio Rank: 2121
Sortino Ratio Rank
TTRZX Omega Ratio Rank: 2222
Omega Ratio Rank
TTRZX Calmar Ratio Rank: 1616
Calmar Ratio Rank
TTRZX Martin Ratio Rank: 1919
Martin Ratio Rank

RPIDX
RPIDX Risk / Return Rank: 7575
Overall Rank
RPIDX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
RPIDX Sortino Ratio Rank: 8484
Sortino Ratio Rank
RPIDX Omega Ratio Rank: 7575
Omega Ratio Rank
RPIDX Calmar Ratio Rank: 9393
Calmar Ratio Rank
RPIDX Martin Ratio Rank: 7373
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.

TTRZX vs. RPIDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Global Total Return Fund (TTRZX) and T. Rowe Price Dynamic Credit Fund (RPIDX). 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.


TTRZXRPIDXDifference
Sharpe ratioReturn per unit of total volatility

-0.83

Sortino ratioReturn per unit of downside risk

-2.19

Omega ratioGain probability vs. loss probability

1.24

1.49

-0.25

Calmar ratioReturn relative to maximum drawdown

1.36

5.25

-3.90

Martin ratioReturn relative to average drawdown

4.79

13.84

-9.05

TTRZX vs. RPIDX - Sharpe Ratio Comparison

The current TTRZX Sharpe Ratio is 1.28, which is lower than the RPIDX Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of TTRZX and RPIDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TTRZXRPIDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.28

2.11

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

1.15

-1.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

1.11

-0.64

Drawdowns

TTRZX vs. RPIDX - Drawdown Comparison

The maximum TTRZX drawdown since its inception was -33.17%, which is greater than RPIDX's maximum drawdown of -19.95%. Use the drawdown chart below to compare losses from any high point for TTRZX and RPIDX.


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Drawdown Indicators


TTRZXRPIDXDifference

Max Drawdown

Largest peak-to-trough decline

-33.17%

-19.95%

-13.22%

Max Drawdown (1Y)

Largest decline over 1 year

-6.95%

-1.34%

-5.61%

Max Drawdown (3Y)

Largest decline over 3 years

-11.49%

-3.17%

-8.32%

Max Drawdown (5Y)

Largest decline over 5 years

-27.73%

-7.31%

-20.42%

Max Drawdown (10Y)

Largest decline over 10 years

-33.17%

Current Drawdown

Current decline from peak

-8.87%

-0.74%

-8.13%

Average Drawdown

Average peak-to-trough decline

-7.61%

-1.87%

-5.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

0.51%

+1.45%

Volatility

TTRZX vs. RPIDX - Volatility Comparison

Templeton Global Total Return Fund (TTRZX) has a higher volatility of 2.28% compared to T. Rowe Price Dynamic Credit Fund (RPIDX) at 0.65%. This indicates that TTRZX's price experiences larger fluctuations and is considered to be riskier than RPIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TTRZXRPIDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.28%

0.65%

+1.63%

Volatility (6M)

Calculated over the trailing 6-month period

6.14%

2.56%

+3.58%

Volatility (1Y)

Calculated over the trailing 1-year period

7.38%

3.35%

+4.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.22%

3.83%

+5.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.92%

4.80%

+3.12%

TTRZX vs. RPIDX - Expense Ratio Comparison

TTRZX has a 0.89% expense ratio, which is higher than RPIDX's 0.63% expense ratio.


Dividends

TTRZX vs. RPIDX - Dividend Comparison

TTRZX's dividend yield for the trailing twelve months is around 6.96%, less than RPIDX's 9.92% yield.


PositionTTM20252024202320222021202020192018201720162015
RPIDX
T. Rowe Price Dynamic Credit Fund
9.92%9.91%9.20%6.64%7.97%5.34%7.14%4.41%0.00%0.00%0.00%0.00%
TTRZX
Templeton Global Total Return Fund
6.96%5.57%8.19%5.95%7.54%8.18%4.84%6.96%5.55%3.54%2.94%4.31%

Frequently Asked Questions


TTRZX and RPIDX have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TTRZX has higher volatility (2.28%) compared to RPIDX (0.65%). In terms of maximum drawdown, TTRZX dropped -33.17% vs RPIDX's -19.95%.

RPIDX currently has the higher Sharpe Ratio (2.11 vs 1.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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