TLDTX vs. TRBFX
Compare and contrast key facts about T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX).
TLDTX is managed by T. Rowe Price. It was launched on Nov 1, 2020. 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: TLDTX or TRBFX.
Correlation
The correlation between TLDTX and TRBFX is 0.14, 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
TLDTX vs. TRBFX - Performance Comparison
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Key characteristics
TLDTX:
2.34
TRBFX:
2.19
TLDTX:
3.51
TRBFX:
3.23
TLDTX:
1.48
TRBFX:
1.52
TLDTX:
4.03
TRBFX:
2.44
TLDTX:
11.69
TRBFX:
12.51
TLDTX:
0.54%
TRBFX:
0.51%
TLDTX:
2.73%
TRBFX:
2.94%
TLDTX:
-7.24%
TRBFX:
-7.33%
TLDTX:
-1.07%
TRBFX:
-1.04%
Returns By Period
In the year-to-date period, TLDTX achieves a 3.15% return, which is significantly higher than TRBFX's 2.92% return.
TLDTX
3.15%
0.46%
3.35%
6.35%
N/A
N/A
TRBFX
2.92%
0.42%
3.31%
6.39%
3.83%
N/A
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TLDTX vs. TRBFX - Expense Ratio Comparison
TLDTX has a 0.21% expense ratio, which is lower than TRBFX's 0.41% expense ratio.
Risk-Adjusted Performance
TLDTX vs. TRBFX — Risk-Adjusted Performance Rank
TLDTX
TRBFX
TLDTX vs. TRBFX - Risk-Adjusted Performance 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 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.
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Dividends
TLDTX vs. TRBFX - Dividend Comparison
TLDTX's dividend yield for the trailing twelve months is around 4.62%, more than TRBFX's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
TLDTX T. Rowe Price U.S. Limited Duration TIPS Index Fund | 4.62% | 4.94% | 4.37% | 6.29% | 7.53% | 0.00% | 0.00% | 0.00% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 4.12% | 4.10% | 3.65% | 5.71% | 4.04% | 0.40% | 0.88% | 0.47% |
Drawdowns
TLDTX vs. TRBFX - Drawdown Comparison
The maximum TLDTX drawdown since its inception was -7.24%, roughly equal to the maximum TRBFX drawdown of -7.33%. Use the drawdown chart below to compare losses from any high point for TLDTX and TRBFX. For additional features, visit the drawdowns tool.
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Volatility
TLDTX vs. TRBFX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) is 1.10%, while T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) has a volatility of 1.31%. This indicates that TLDTX experiences smaller price fluctuations and is considered to be less risky than TRBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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