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TRBFX vs. ACITX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TRBFX vs. ACITX - Performance Comparison

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

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TRBFX vs. ACITX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TRBFX
T. Rowe Price Limited Duration Inflation Focused Bond Fund
0.71%10.17%4.60%3.01%-5.19%5.77%5.65%6.53%0.28%0.80%
ACITX
American Century Inflation-Adjusted Bond Fund
0.28%6.68%1.68%3.17%-12.37%6.38%10.28%7.85%-1.21%4.47%

Returns By Period

In the year-to-date period, TRBFX achieves a 0.71% return, which is significantly higher than ACITX's 0.28% return. Over the past 10 years, TRBFX has outperformed ACITX with an annualized return of 3.22%, while ACITX has yielded a comparatively lower 2.56% annualized return.


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%

ACITX

1D
0.66%
1M
-1.40%
YTD
0.28%
6M
0.10%
1Y
2.71%
3Y*
2.70%
5Y*
1.16%
10Y*
2.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TRBFX vs. ACITX - Expense Ratio Comparison

TRBFX has a 0.41% expense ratio, which is lower than ACITX's 0.46% expense ratio.


Return for Risk

TRBFX vs. ACITX — Risk / Return Rank

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

TRBFX
TRBFX Risk / Return Rank: 9696
Overall Rank
TRBFX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
TRBFX Sortino Ratio Rank: 9898
Sortino Ratio Rank
TRBFX Omega Ratio Rank: 9797
Omega Ratio Rank
TRBFX Calmar Ratio Rank: 9999
Calmar Ratio Rank
TRBFX Martin Ratio Rank: 9898
Martin Ratio Rank

ACITX
ACITX Risk / Return Rank: 3535
Overall Rank
ACITX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ACITX Sortino Ratio Rank: 3030
Sortino Ratio Rank
ACITX Omega Ratio Rank: 2626
Omega Ratio Rank
ACITX Calmar Ratio Rank: 4949
Calmar Ratio Rank
ACITX Martin Ratio Rank: 3737
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.

TRBFX vs. ACITX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) and American Century Inflation-Adjusted Bond Fund (ACITX). 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.


TRBFXACITXDifference

Sharpe ratio

Return per unit of total volatility

1.87

0.76

+1.11

Sortino ratio

Return per unit of downside risk

4.22

1.07

+3.15

Omega ratio

Gain probability vs. loss probability

1.67

1.14

+0.53

Calmar ratio

Return relative to maximum drawdown

7.09

1.21

+5.88

Martin ratio

Return relative to average drawdown

22.76

3.87

+18.89

TRBFX vs. ACITX - Sharpe Ratio Comparison

The current TRBFX Sharpe Ratio is 1.87, which is higher than the ACITX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of TRBFX and ACITX, 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


TRBFXACITXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.87

0.76

+1.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.19

+0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

0.47

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.75

+0.06

Correlation

The correlation between TRBFX and ACITX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

TRBFX vs. ACITX - Dividend Comparison

TRBFX's dividend yield for the trailing twelve months is around 8.46%, more than ACITX's 4.29% yield.


TTM20252024202320222021202020192018201720162015
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%0.00%
ACITX
American Century Inflation-Adjusted Bond Fund
4.29%4.30%2.19%4.44%7.34%4.47%1.16%2.45%4.31%3.47%2.27%0.99%

Drawdowns

TRBFX vs. ACITX - Drawdown Comparison

The maximum TRBFX drawdown since its inception was -7.33%, smaller than the maximum ACITX drawdown of -15.50%. Use the drawdown chart below to compare losses from any high point for TRBFX and ACITX.


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Drawdown Indicators


TRBFXACITXDifference

Max Drawdown

Largest peak-to-trough decline

-7.33%

-15.50%

+8.17%

Max Drawdown (1Y)

Largest decline over 1 year

-1.24%

-3.05%

+1.81%

Max Drawdown (5Y)

Largest decline over 5 years

-7.33%

-15.50%

+8.17%

Max Drawdown (10Y)

Largest decline over 10 years

-7.33%

-15.50%

+8.17%

Current Drawdown

Current decline from peak

-0.63%

-2.27%

+1.64%

Average Drawdown

Average peak-to-trough decline

-1.34%

-3.25%

+1.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.39%

0.95%

-0.56%

Volatility

TRBFX vs. ACITX - Volatility Comparison

The current volatility for T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) is 0.86%, while American Century Inflation-Adjusted Bond Fund (ACITX) has a volatility of 1.39%. This indicates that TRBFX experiences smaller price fluctuations and is considered to be less risky than ACITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TRBFXACITXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.86%

1.39%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

3.52%

2.22%

+1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

4.26%

4.08%

+0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.97%

6.15%

-1.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.89%

5.52%

-1.63%