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TOTRT. Rowe Price Total Return ETF

Grow my moneyGet income4y track recordRanked #625 of 1,622 in this goal

Seeks to maximize total return through income and.

By T. Rowe Price · Launched 2021

Annual Cost

0.31%

#1,525 of 5,562 · low cost

Fund Size

$562M

#1,474 of 5,562 · large

Return (1Y)Goal

+5.6%

Track Record

4 years

#2,486 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,507+5.1%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

What it actually holds

By weight

Concentration

Top 10 holdings = 18.7% of fundwell diversified

US TREASURY N/B
3.0%
US TREASURY N/B
2.5%
US TREASURY N/B
2.1%
US TREASURY N/B
2.0%
US TREASURY N/B
1.9%
US TREASURY N/B
1.9%
US TREASURY N/B
1.4%
US TREASURY N/B
1.4%
HUNGARY GOVERNMENT BOND
1.3%
FNMA 30 YR
1.2%

Asset allocation

Bonds
97.8%
Other
1.0%
Preferred
0.5%
Cash
0.3%
Stocks
0.3%
Convertible
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.2%Low

Year-on-year price swings

Max drawdown
-19.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.15Below average
Sortino (3Y)
0.22Moderate downside risk

Bond profile

Duration

4.4 years

Avg maturity

9.7 years

Credit ratings

US Government
32.0%
AAA
59.7%
AA
6.2%
A
6.4%
BBB
9.3%
BB
7.5%
B
5.3%
Below B
2.5%
Other
3.2%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize total return through income and.
Strategy
Invests in a diversified portfolio of bonds and other debt instruments, including U.S. government securities, corporate bonds, and high yield bonds. May invest up to 35% in below investment grade securities and up to 20% in non-U.S. dollar-denominated holdings. Uses derivatives like interest rate futures and swaps for exposure and hedging. The fund adjusts its portfolio based on interest rates and economic conditions, potentially moving down the credit scale for higher yields when warranted.
Inception date
September 28, 2021
Fund family
T. Rowe Price

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Data updated on 2026-06-20