Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLDUX (T. Rowe Price U.S. Limited Duration TIPS Index Fund I Class) | 4.78% | 6.98% | 3.29% | NA | NA | NA | NA | 4.61% |
Data as of 07/22/2025, AR inception is 11/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLDUX (T. Rowe Price U.S. Limited Duration TIPS Index Fund I Class) | 11/03/2020 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 6.98 | 3.29 | NA | NA | NA | NA | 4.61 | 4.78 | 4.69 | 3.53 | -4.85 | 9.10 | 1.60 |
| Sharpe Ratio | NA | 1.27 | -0.01 | NA | NA | NA | NA | 0.28 | 2.03 | 0.41 | -0.02 | -0.67 | 2.00 | 8.52 |
| Standard Deviation(%) | NA | 2.71 | 6.80 | NA | NA | NA | NA | 6.03 | 2.83 | 2.60 | 7.01 | 9.48 | 4.53 | 1.23 |
| Draw Down(%) | NA | 1.18 | 5.98 | NA | NA | NA | NA | 7.14 | 1.18 | 1.16 | 3.96 | 7.14 | 1.50 | 0.20 |
| Yield(%) | 0.00 | 5.01 | 5.04 | 4.64 | 2.32 | 1.55 | 1.16 | 5.80 | 0.78 | 4.99 | 4.45 | 5.76 | 7.89 | 0.00 |
Data as of 07/22/2025, AR inception is 11/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLDUX (T. Rowe Price U.S. Limited Duration TIPS Index Fund I Class) |
1.03%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLDUX (T. Rowe Price U.S. Limited Duration TIPS Index Fund I Class) |
3.28%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart