Performance Comparison
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