TRBFX vs. TLDTX
Compare and contrast key facts about T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) and T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX).
TRBFX is managed by T. Rowe Price. It was launched on Sep 28, 2006. TLDTX is managed by T. Rowe Price. It was launched on Nov 1, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBFX or TLDTX.
Correlation
The correlation between TRBFX and TLDTX 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
TRBFX vs. TLDTX - Performance Comparison
Key characteristics
TRBFX:
1.15
TLDTX:
1.17
TRBFX:
1.90
TLDTX:
1.76
TRBFX:
1.41
TLDTX:
1.41
TRBFX:
1.79
TLDTX:
1.62
TRBFX:
12.15
TLDTX:
11.87
TRBFX:
0.49%
TLDTX:
0.52%
TRBFX:
5.16%
TLDTX:
5.29%
TRBFX:
-7.33%
TLDTX:
-7.24%
TRBFX:
0.00%
TLDTX:
-0.11%
Returns By Period
The year-to-date returns for both investments are quite close, with TRBFX having a 0.64% return and TLDTX slightly higher at 0.66%.
TRBFX
0.64%
0.77%
2.70%
5.80%
5.20%
N/A
TLDTX
0.66%
0.83%
2.31%
5.87%
N/A
N/A
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TRBFX vs. TLDTX - Expense Ratio Comparison
TRBFX has a 0.41% expense ratio, which is higher than TLDTX's 0.21% expense ratio.
Risk-Adjusted Performance
TRBFX vs. TLDTX — Risk-Adjusted Performance Rank
TRBFX
TLDTX
TRBFX vs. TLDTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) and T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX). 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
TRBFX vs. TLDTX - Dividend Comparison
TRBFX's dividend yield for the trailing twelve months is around 4.95%, less than TLDTX's 5.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 4.95% | 5.09% | 7.29% | 11.43% | 8.08% | 0.84% | 1.67% | 0.47% |
TLDTX T. Rowe Price U.S. Limited Duration TIPS Index Fund | 5.45% | 5.65% | 8.29% | 12.73% | 7.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
TRBFX vs. TLDTX - Drawdown Comparison
The maximum TRBFX drawdown since its inception was -7.33%, roughly equal to the maximum TLDTX drawdown of -7.24%. Use the drawdown chart below to compare losses from any high point for TRBFX and TLDTX. For additional features, visit the drawdowns tool.
Volatility
TRBFX vs. TLDTX - Volatility Comparison
The current volatility for T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) is 0.59%, while T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) has a volatility of 0.68%. This indicates that TRBFX experiences smaller price fluctuations and is considered to be less risky than TLDTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.