TRBFX vs. VTSPX
Compare and contrast key facts about T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX).
TRBFX is managed by T. Rowe Price. It was launched on Sep 28, 2006. VTSPX is managed by Vanguard. It was launched on Oct 17, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBFX or VTSPX.
Correlation
The correlation between TRBFX and VTSPX is 0.08, 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
TRBFX vs. VTSPX - Performance Comparison
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Key characteristics
TRBFX:
2.16
VTSPX:
3.35
TRBFX:
3.37
VTSPX:
5.03
TRBFX:
1.53
VTSPX:
1.73
TRBFX:
2.44
VTSPX:
7.19
TRBFX:
12.59
VTSPX:
21.67
TRBFX:
0.51%
VTSPX:
0.30%
TRBFX:
2.88%
VTSPX:
1.97%
TRBFX:
-7.33%
VTSPX:
-5.35%
TRBFX:
-1.24%
VTSPX:
-0.91%
Returns By Period
In the year-to-date period, TRBFX achieves a 2.71% return, which is significantly lower than VTSPX's 2.92% return.
TRBFX
2.71%
0.21%
2.88%
6.17%
3.79%
N/A
VTSPX
2.92%
0.36%
3.16%
6.55%
3.82%
2.75%
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TRBFX vs. VTSPX - Expense Ratio Comparison
TRBFX has a 0.41% expense ratio, which is higher than VTSPX's 0.04% expense ratio.
Risk-Adjusted Performance
TRBFX vs. VTSPX — Risk-Adjusted Performance Rank
TRBFX
VTSPX
TRBFX vs. VTSPX - 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 Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX). 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
TRBFX vs. VTSPX - Dividend Comparison
TRBFX's dividend yield for the trailing twelve months is around 4.03%, more than VTSPX's 2.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 4.03% | 4.10% | 3.65% | 5.71% | 4.04% | 0.40% | 0.88% | 0.47% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 2.78% | 2.71% | 2.86% | 6.84% | 4.69% | 1.21% | 1.96% | 2.47% | 1.52% | 0.80% | 0.00% | 0.85% |
Drawdowns
TRBFX vs. VTSPX - Drawdown Comparison
The maximum TRBFX drawdown since its inception was -7.33%, which is greater than VTSPX's maximum drawdown of -5.35%. Use the drawdown chart below to compare losses from any high point for TRBFX and VTSPX. For additional features, visit the drawdowns tool.
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Volatility
TRBFX vs. VTSPX - Volatility Comparison
T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) has a higher volatility of 1.17% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) at 0.84%. This indicates that TRBFX's price experiences larger fluctuations and is considered to be riskier than VTSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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