Correlation
The correlation between TRBUX and VTAPX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
TRBUX vs. VTAPX
Compare and contrast key facts about T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012. VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBUX or VTAPX.
Performance
TRBUX vs. VTAPX - Performance Comparison
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Key characteristics
TRBUX:
3.53
VTAPX:
3.50
TRBUX:
9.07
VTAPX:
5.21
TRBUX:
3.87
VTAPX:
1.79
TRBUX:
14.62
VTAPX:
7.38
TRBUX:
50.30
VTAPX:
20.44
TRBUX:
0.12%
VTAPX:
0.33%
TRBUX:
1.65%
VTAPX:
1.95%
TRBUX:
-4.15%
VTAPX:
-5.33%
TRBUX:
0.00%
VTAPX:
-0.48%
Returns By Period
In the year-to-date period, TRBUX achieves a 1.60% return, which is significantly lower than VTAPX's 3.37% return. Both investments have delivered pretty close results over the past 10 years, with TRBUX having a 2.72% annualized return and VTAPX not far ahead at 2.78%.
TRBUX
1.60%
0.20%
2.03%
5.79%
4.94%
3.37%
2.72%
VTAPX
3.37%
-0.36%
3.34%
6.77%
3.17%
3.74%
2.78%
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TRBUX vs. VTAPX - Expense Ratio Comparison
TRBUX has a 0.31% expense ratio, which is higher than VTAPX's 0.06% expense ratio.
Risk-Adjusted Performance
TRBUX vs. VTAPX — Risk-Adjusted Performance Rank
TRBUX
VTAPX
TRBUX vs. VTAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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
TRBUX vs. VTAPX - Dividend Comparison
TRBUX's dividend yield for the trailing twelve months is around 5.02%, more than VTAPX's 2.73% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 5.02% | 5.06% | 4.02% | 2.28% | 1.53% | 1.95% | 2.72% | 2.62% | 1.88% | 1.20% | 0.80% | 0.48% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.73% | 2.68% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
TRBUX vs. VTAPX - Drawdown Comparison
The maximum TRBUX drawdown since its inception was -4.15%, smaller than the maximum VTAPX drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for TRBUX and VTAPX.
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Volatility
TRBUX vs. VTAPX - Volatility Comparison
The current volatility for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) is 0.35%, while Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) has a volatility of 0.76%. This indicates that TRBUX experiences smaller price fluctuations and is considered to be less risky than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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