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TOTRT. Rowe Price Total Return ETF

Grow my moneyGet income4y track recordRanked #582 of 1,650 in this goal

Seeks to maximize total return through income and capital appreciation.

By T. Rowe Price · Launched 2021

Annual Cost

0.31%

#1,458 of 5,861 · low cost

Fund Size

$579M

#1,482 of 5,861 · large

Return (1Y)Goal

+2.6%

Track Record

4 years

#2,427 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,260+2.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

What it actually holds

By weight

Concentration

Top 10 holdings = 19.4% of fundwell diversified

US TREASURY N/B
3.0%
US TREASURY N/B
2.4%
US TREASURY N/B
2.0%
US TREASURY N/B
2.0%
US TREASURY N/B
2.0%
US TREASURY N/B
1.8%
US TREASURY N/B
1.8%
US TREASURY N/B
1.5%
US TREASURY N/B
1.4%
FNMA 30 YR TBA MAR
1.4%

Asset allocation

Bonds
97.2%
Other
1.5%
Preferred
0.5%
Convertible
0.4%
Cash
0.3%
Stocks
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.1%Low

Year-on-year price swings

Max drawdown
-19.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.09Below average
Sortino (3Y)
0.13Moderate downside risk

Bond profile

Duration

4.3 years

Avg maturity

9.8 years

Credit ratings

US Government
40.5%
AAA
54.2%
AA
7.3%
A
7.7%
BBB
13.7%
BB
7.2%
B
4.6%
Below B
1.8%
Other
3.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize total return through income and capital appreciation.
Strategy
Invests in a diversified portfolio of bonds and other debt instruments, including U.S. government securities, corporate bonds, and high yield bonds. The fund may invest in both U.S. and non-U.S. issuers, including emerging markets, and uses derivatives to manage interest rate exposure and enhance returns.
Inception date
September 28, 2021
Fund family
T. Rowe Price

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Data updated on 2026-08-04