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TLDTX vs. PRNHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TLDTX vs. PRNHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) and T. Rowe Price New Horizons Fund (PRNHX). The values are adjusted to include any dividend payments, if applicable.

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TLDTX vs. PRNHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
TLDTX
T. Rowe Price U.S. Limited Duration TIPS Index Fund
0.68%6.32%1.16%3.23%-4.84%5.08%1.50%
PRNHX
T. Rowe Price New Horizons Fund
-5.34%3.27%8.80%21.35%-36.96%9.96%8.26%

Returns By Period

In the year-to-date period, TLDTX achieves a 0.68% return, which is significantly higher than PRNHX's -5.34% return.


TLDTX

1D
0.33%
1M
-0.22%
YTD
0.68%
6M
0.98%
1Y
3.48%
3Y*
3.15%
5Y*
2.01%
10Y*

PRNHX

1D
-1.77%
1M
-10.89%
YTD
-5.34%
6M
-3.56%
1Y
10.01%
3Y*
6.27%
5Y*
-1.84%
10Y*
12.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TLDTX vs. PRNHX - Expense Ratio Comparison

TLDTX has a 0.21% expense ratio, which is lower than PRNHX's 0.75% expense ratio.


Return for Risk

TLDTX vs. PRNHX — Risk / Return Rank

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

TLDTX
TLDTX Risk / Return Rank: 4444
Overall Rank
TLDTX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
TLDTX Sortino Ratio Rank: 3434
Sortino Ratio Rank
TLDTX Omega Ratio Rank: 7777
Omega Ratio Rank
TLDTX Calmar Ratio Rank: 5151
Calmar Ratio Rank
TLDTX Martin Ratio Rank: 2424
Martin Ratio Rank

PRNHX
PRNHX Risk / Return Rank: 1616
Overall Rank
PRNHX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
PRNHX Sortino Ratio Rank: 1616
Sortino Ratio Rank
PRNHX Omega Ratio Rank: 1515
Omega Ratio Rank
PRNHX Calmar Ratio Rank: 1616
Calmar Ratio Rank
PRNHX Martin Ratio Rank: 1717
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.

TLDTX vs. PRNHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) and T. Rowe Price New Horizons Fund (PRNHX). 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.


TLDTXPRNHXDifference

Sharpe ratio

Return per unit of total volatility

0.79

0.37

+0.41

Sortino ratio

Return per unit of downside risk

1.17

0.70

+0.48

Omega ratio

Gain probability vs. loss probability

1.30

1.09

+0.20

Calmar ratio

Return relative to maximum drawdown

1.24

0.46

+0.78

Martin ratio

Return relative to average drawdown

2.58

1.71

+0.86

TLDTX vs. PRNHX - Sharpe Ratio Comparison

The current TLDTX Sharpe Ratio is 0.79, which is higher than the PRNHX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of TLDTX and PRNHX, 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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Sharpe Ratios by Period


TLDTXPRNHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

0.37

+0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

-0.08

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.47

+0.06

Correlation

The correlation between TLDTX and PRNHX is 0.12, 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.


Dividends

TLDTX vs. PRNHX - Dividend Comparison

TLDTX's dividend yield for the trailing twelve months is around 4.44%, less than PRNHX's 12.52% yield.


TTM20252024202320222021202020192018201720162015
TLDTX
T. Rowe Price U.S. Limited Duration TIPS Index Fund
4.44%4.66%1.63%4.09%6.45%4.11%0.00%0.00%0.00%0.00%0.00%0.00%
PRNHX
T. Rowe Price New Horizons Fund
12.52%11.85%9.82%0.00%4.72%17.09%13.67%23.46%13.94%8.27%5.77%7.72%

Drawdowns

TLDTX vs. PRNHX - Drawdown Comparison

The maximum TLDTX drawdown since its inception was -7.24%, smaller than the maximum PRNHX drawdown of -70.96%. Use the drawdown chart below to compare losses from any high point for TLDTX and PRNHX.


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Drawdown Indicators


TLDTXPRNHXDifference

Max Drawdown

Largest peak-to-trough decline

-7.24%

-70.96%

+63.72%

Max Drawdown (1Y)

Largest decline over 1 year

-3.28%

-13.70%

+10.42%

Max Drawdown (5Y)

Largest decline over 5 years

-7.24%

-48.37%

+41.13%

Max Drawdown (10Y)

Largest decline over 10 years

-48.37%

Current Drawdown

Current decline from peak

-2.28%

-27.08%

+24.80%

Average Drawdown

Average peak-to-trough decline

-2.30%

-18.39%

+16.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.58%

3.67%

-2.09%

Volatility

TLDTX vs. PRNHX - Volatility Comparison

The current volatility for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) is 0.67%, while T. Rowe Price New Horizons Fund (PRNHX) has a volatility of 7.88%. This indicates that TLDTX experiences smaller price fluctuations and is considered to be less risky than PRNHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLDTXPRNHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.67%

7.88%

-7.21%

Volatility (6M)

Calculated over the trailing 6-month period

4.54%

14.48%

-9.94%

Volatility (1Y)

Calculated over the trailing 1-year period

4.92%

23.87%

-18.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.66%

24.41%

-19.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.53%

22.67%

-18.14%