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.
Performance
TLDTX vs. TRBFX - Performance Comparison
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TLDTX vs. TRBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
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% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 0.71% | 10.17% | 4.60% | 3.01% | -5.19% | 5.77% | 1.55% |
Returns By Period
The year-to-date returns for both investments are quite close, with TLDTX having a 0.68% return and TRBFX slightly higher at 0.71%.
TLDTX
- 1D
- 0.33%
- 1M
- -0.22%
- YTD
- 0.68%
- 6M
- 0.98%
- 1Y
- 3.48%
- 3Y*
- 3.15%
- 5Y*
- 2.01%
- 10Y*
- —
TRBFX
- 1D
- 0.21%
- 1M
- -0.42%
- YTD
- 0.71%
- 6M
- 4.30%
- 1Y
- 7.34%
- 3Y*
- 5.46%
- 5Y*
- 3.38%
- 10Y*
- 3.22%
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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.
Return for Risk
TLDTX vs. TRBFX — Risk / Return Rank
TLDTX
TRBFX
TLDTX vs. TRBFX - 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 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.
| TLDTX | TRBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.87 | -1.08 |
Sortino ratioReturn per unit of downside risk | 1.17 | 4.22 | -3.05 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.67 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 7.09 | -5.84 |
Martin ratioReturn relative to average drawdown | 2.58 | 22.76 | -20.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TLDTX | TRBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.87 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.69 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.82 | -0.29 |
Correlation
The correlation between TLDTX and TRBFX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TLDTX vs. TRBFX - Dividend Comparison
TLDTX's dividend yield for the trailing twelve months is around 4.44%, less than TRBFX's 8.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 8.46% | 8.56% | 4.48% | 3.64% | 6.11% | 4.99% | 1.38% | 3.27% | 2.34% | 1.61% | 1.10% |
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.
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Drawdown Indicators
| TLDTX | TRBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.24% | -7.33% | +0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -1.24% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -7.24% | -7.33% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -7.33% | — |
Current DrawdownCurrent decline from peak | -2.28% | -0.63% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -2.30% | -1.34% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.58% | 0.39% | +1.19% |
Volatility
TLDTX vs. TRBFX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) is 0.67%, while T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) has a volatility of 0.86%. 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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Volatility by Period
| TLDTX | TRBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.67% | 0.86% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 4.54% | 3.52% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 4.26% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.66% | 4.97% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.53% | 3.89% | +0.64% |