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 0.81, 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.
Performance
TLDTX vs. TRBFX - Performance Comparison
Key characteristics
TLDTX:
1.17
TRBFX:
1.15
TLDTX:
1.76
TRBFX:
1.90
TLDTX:
1.41
TRBFX:
1.41
TLDTX:
1.62
TRBFX:
1.79
TLDTX:
11.87
TRBFX:
12.15
TLDTX:
0.52%
TRBFX:
0.49%
TLDTX:
5.29%
TRBFX:
5.16%
TLDTX:
-7.24%
TRBFX:
-7.33%
TLDTX:
-0.11%
TRBFX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with TLDTX having a 0.66% return and TRBFX slightly lower at 0.64%.
TLDTX
0.66%
0.83%
2.31%
5.87%
N/A
N/A
TRBFX
0.64%
0.77%
2.70%
5.80%
5.20%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
TLDTX vs. TRBFX - Dividend Comparison
TLDTX's dividend yield for the trailing twelve months is around 5.45%, more than TRBFX's 4.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
TLDTX T. Rowe Price U.S. Limited Duration TIPS Index Fund | 5.29% | 5.65% | 8.29% | 12.73% | 7.53% | 0.00% | 0.00% | 0.00% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 4.85% | 5.09% | 7.29% | 11.43% | 8.08% | 0.84% | 1.67% | 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.
Volatility
TLDTX vs. TRBFX - Volatility Comparison
T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) has a higher volatility of 0.68% compared to T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) at 0.59%. This indicates that TLDTX'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.