TRSSX vs. TRBUX
Compare and contrast key facts about T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX).
TRSSX is managed by T. Rowe Price. It was launched on Mar 31, 2000. TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRSSX or TRBUX.
Correlation
The correlation between TRSSX and TRBUX 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.
Performance
TRSSX vs. TRBUX - Performance Comparison
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Key characteristics
TRSSX:
0.29
TRBUX:
3.53
TRSSX:
0.54
TRBUX:
9.07
TRSSX:
1.07
TRBUX:
3.87
TRSSX:
0.25
TRBUX:
14.62
TRSSX:
0.78
TRBUX:
50.30
TRSSX:
7.61%
TRBUX:
0.12%
TRSSX:
21.85%
TRBUX:
1.65%
TRSSX:
-65.07%
TRBUX:
-4.15%
TRSSX:
-9.29%
TRBUX:
0.00%
Returns By Period
In the year-to-date period, TRSSX achieves a -1.41% return, which is significantly lower than TRBUX's 1.60% return. Over the past 10 years, TRSSX has outperformed TRBUX with an annualized return of 9.22%, while TRBUX has yielded a comparatively lower 2.72% annualized return.
TRSSX
-1.41%
10.55%
-4.29%
6.30%
8.53%
10.64%
9.22%
TRBUX
1.60%
0.59%
2.66%
5.79%
5.05%
3.49%
2.72%
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TRSSX vs. TRBUX - Expense Ratio Comparison
TRSSX has a 0.66% expense ratio, which is higher than TRBUX's 0.31% expense ratio.
Risk-Adjusted Performance
TRSSX vs. TRBUX — Risk-Adjusted Performance Rank
TRSSX
TRBUX
TRSSX vs. TRBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX). 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
TRSSX vs. TRBUX - Dividend Comparison
TRSSX's dividend yield for the trailing twelve months is around 0.73%, less than TRBUX's 5.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 0.73% | 0.72% | 0.44% | 0.23% | 0.06% | 0.16% | 0.16% | 0.25% | 0.34% | 0.27% | 0.43% | 0.34% |
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 5.02% | 5.06% | 4.02% | 1.97% | 1.11% | 1.83% | 2.72% | 2.58% | 1.88% | 1.20% | 0.80% | 0.42% |
Drawdowns
TRSSX vs. TRBUX - Drawdown Comparison
The maximum TRSSX drawdown since its inception was -65.07%, which is greater than TRBUX's maximum drawdown of -4.15%. Use the drawdown chart below to compare losses from any high point for TRSSX and TRBUX. For additional features, visit the drawdowns tool.
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Volatility
TRSSX vs. TRBUX - Volatility Comparison
T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) has a higher volatility of 6.17% compared to T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) at 0.52%. This indicates that TRSSX's price experiences larger fluctuations and is considered to be riskier than TRBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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