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PBDIX vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PBDIX vs. AAPL

Last updated May 12, 2025

Compare and contrast key facts about T. Rowe Price QM U.S. Bond Index Fund (PBDIX) and Apple Inc (AAPL).

PBDIX is managed by T. Rowe Price.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBDIX or AAPL.

Correlation

The correlation between PBDIX and AAPL is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

PBDIX vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price QM U.S. Bond Index Fund (PBDIX) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PBDIX:

5.31%

AAPL:

32.38%

Max Drawdown

PBDIX:

-0.52%

AAPL:

-81.80%

Current Drawdown

PBDIX:

-0.42%

AAPL:

-23.27%

Returns By Period

PBDIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AAPL

YTD

-20.63%

1M

0.19%

6M

-12.43%

1Y

8.82%

5Y*

21.32%

10Y*

21.31%

*Annualized

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Risk-Adjusted Performance

PBDIX vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PBDIX
The Risk-Adjusted Performance Rank of PBDIX is 7070
Overall Rank
The Sharpe Ratio Rank of PBDIX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of PBDIX is 7878
Sortino Ratio Rank
The Omega Ratio Rank of PBDIX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of PBDIX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of PBDIX is 6565
Martin Ratio Rank
AAPL
The Risk-Adjusted Performance Rank of AAPL is 6161
Overall Rank
The Sharpe Ratio Rank of AAPL is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 5656
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 5656
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PBDIX vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Bond Index Fund (PBDIX) and Apple Inc (AAPL). 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.

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Dividends

PBDIX vs. AAPL - Dividend Comparison

PBDIX's dividend yield for the trailing twelve months is around 3.85%, more than AAPL's 0.51% yield.

TTM20242023202220212020201920182017201620152014
PBDIX
T. Rowe Price QM U.S. Bond Index Fund		3.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc		0.51%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

PBDIX vs. AAPL - Drawdown Comparison

The maximum PBDIX drawdown since its inception was -0.52%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for PBDIX and AAPL. For additional features, visit the drawdowns tool.

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Volatility

PBDIX vs. AAPL - Volatility Comparison

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