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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PBDIX (T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC. T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC.) 3.06% 4.59% 2.11% -0.50% 1.94% 2.41% 3.19% 3.77%
Data as of 07/09/2025, AR inception is 12/18/2000
More Performance Analytics Comparison
Name Start Date End Date
PBDIX (T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC. T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC.) 12/18/2000 07/09/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) -0.31 4.59 2.11 -0.50 1.94 2.41 3.19 3.77 3.06 1.59 5.48 -13.63 -1.45 10.98 8.54 0.00 3.82 2.68 0.31 6.14 -2.19 4.44 7.44 6.03 6.68 5.44 6.78 3.87 2.20 3.85 3.42 8.33 8.41 1.14
Sharpe Ratio NA 0.32 -0.22 -0.41 0.11 NA NA 0.55 0.59 -0.36 0.25 -1.97 -0.44 1.90 1.96 -0.47 1.05 0.72 0.07 2.13 -0.64 1.71 1.76 1.49 1.41 0.70 0.94 0.14 -0.02 0.68 0.60 1.69 1.21 5.34
Standard Deviation(%) NA 5.34 6.64 6.03 5.02 NA NA 4.52 5.37 5.66 7.34 7.68 3.36 5.61 3.60 2.95 3.03 3.44 3.88 2.87 3.46 2.58 4.20 4.00 4.66 6.34 3.86 3.30 3.20 4.24 4.47 4.25 5.00 7.26
Draw Down(%) NA 4.91 10.31 18.58 18.58 NA NA 18.58 2.67 4.34 7.57 17.38 3.48 7.10 2.18 3.02 1.38 4.41 2.90 1.25 4.96 1.29 1.64 3.37 2.23 5.37 2.48 2.41 2.70 4.54 4.77 2.32 3.66 0.49
Yield(%) 0.00 3.88 3.46 3.27 3.20 3.31 3.72 4.17 1.77 4.02 3.54 2.32 1.79 6.38 3.20 2.86 2.78 2.80 2.91 3.12 3.49 4.48 3.72 3.59 4.49 4.68 4.85 4.69 4.30 4.07 3.49 3.94 6.30 1.05
Data as of 07/09/2025, AR inception is 12/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBDIX (T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC. T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC.) -4.86%
Oct 2020 - Oct 2023
-0.30%
May 2020 - May 2025
1.00%
Oct 2012 - Oct 2022
2.42%
Jun 2010 - Jun 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBDIX (T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC. T. ROWE PRICE U.S. BOND ENHANCED INDEX FUND INC.) 8.84%
Oct 2008 - Oct 2011
6.93%
Jul 2007 - Jul 2012
5.45%
May 2002 - May 2012
4.83%
Jun 2001 - Jun 2016
Annualized Rolling Returns Comparison Chart