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RPLCX vs. TRBFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

RPLCX vs. TRBFX

Last updated May 13, 2025

Compare and contrast key facts about T. Rowe Price Institutional Long Duration Credit Fund (RPLCX) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX).

RPLCX is managed by T. Rowe Price. It was launched on Jun 2, 2013. TRBFX is managed by T. Rowe Price. It was launched on Sep 28, 2006.

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

Correlation

The correlation between RPLCX and TRBFX is 0.08, 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.

Performance

RPLCX vs. TRBFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Institutional Long Duration Credit Fund (RPLCX) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

RPLCX:

0.14

TRBFX:

2.16

Sortino Ratio

RPLCX:

0.25

TRBFX:

3.37

Omega Ratio

RPLCX:

1.03

TRBFX:

1.53

Calmar Ratio

RPLCX:

0.05

TRBFX:

2.44

Martin Ratio

RPLCX:

0.28

TRBFX:

12.59

Ulcer Index

RPLCX:

4.84%

TRBFX:

0.51%

Daily Std Dev

RPLCX:

10.43%

TRBFX:

2.88%

Max Drawdown

RPLCX:

-36.46%

TRBFX:

-7.33%

Current Drawdown

RPLCX:

-25.05%

TRBFX:

-1.24%

Returns By Period

In the year-to-date period, RPLCX achieves a -1.53% return, which is significantly lower than TRBFX's 2.71% return.

RPLCX

YTD

-1.53%

1M

1.54%

6M

-4.43%

1Y

1.48%

5Y*

-1.85%

10Y*

1.29%

TRBFX

YTD

2.71%

1M

0.21%

6M

2.88%

1Y

6.17%

5Y*

3.79%

10Y*

N/A

*Annualized

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RPLCX vs. TRBFX - Expense Ratio Comparison

RPLCX has a 0.45% expense ratio, which is higher than TRBFX's 0.41% expense ratio.

RPLCX
T. Rowe Price Institutional Long Duration Credit Fund
TRBFX
T. Rowe Price Limited Duration Inflation Focused Bond Fund

Risk-Adjusted Performance

RPLCX vs. TRBFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RPLCX
The Risk-Adjusted Performance Rank of RPLCX is 2424
Overall Rank
The Sharpe Ratio Rank of RPLCX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of RPLCX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of RPLCX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of RPLCX is 2222
Calmar Ratio Rank
The Martin Ratio Rank of RPLCX is 2424
Martin Ratio Rank
TRBFX
The Risk-Adjusted Performance Rank of TRBFX is 9595
Overall Rank
The Sharpe Ratio Rank of TRBFX is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of TRBFX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of TRBFX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of TRBFX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of TRBFX is 9696
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.

RPLCX vs. TRBFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Long Duration Credit Fund (RPLCX) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX). 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.

The current RPLCX Sharpe Ratio is 0.14, which is lower than the TRBFX Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of RPLCX and TRBFX, 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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Dividends

RPLCX vs. TRBFX - Dividend Comparison

Neither RPLCX nor TRBFX has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

RPLCX vs. TRBFX - Drawdown Comparison

The maximum RPLCX drawdown since its inception was -36.46%, which is greater than TRBFX's maximum drawdown of -7.33%. Use the drawdown chart below to compare losses from any high point for RPLCX and TRBFX. For additional features, visit the drawdowns tool.

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Volatility

RPLCX vs. TRBFX - Volatility Comparison

T. Rowe Price Institutional Long Duration Credit Fund (RPLCX) has a higher volatility of 2.99% compared to T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) at 1.17%. This indicates that RPLCX's price experiences larger fluctuations and is considered to be riskier than TRBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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