Permanent Portfolio Versatile Bond Portfolio (PRVBX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRVBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRVBX
PRVBX charges 0.64% annually. There are 82 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | PRVBX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | PRVBX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | PRVBX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | PRVBX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | PRVBX vs TNSHX |
Best Risk-Adjusted Alternatives to PRVBX
PRVBX has a PortfoliosLab risk / return rank of 79. There are 39 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | PRVBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | PRVBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | PRVBX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | PRVBX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | PRVBX vs BATAX |
Top Performing PRVBX Alternatives (YTD)
PRVBX is at 1.00% YTD. There are 25 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | PRVBX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | PRVBX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | PRVBX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | PRVBX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | PRVBX vs DHEIX |
Lowest Volatility Alternatives to PRVBX
PRVBX has 1.80% 1-year volatility. There are 32 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | Apr 2018 | PRVBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | PRVBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | PRVBX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | PRVBX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | PRVBX vs DLSNX |
Lowest Drawdown Alternatives to PRVBX
PRVBX has a 1-year max drawdown of -1.51%. There are 87 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | PRVBX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | PRVBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | PRVBX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | PRVBX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | PRVBX vs HOBEX |
Other Mutual Funds from Permanent Portfolio
The 5 most viewed Permanent Portfolio mutual funds shown here include PRPFX, PAGRX, PRTBX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio Class I | Diversified Portfolio | 29 | 2.90% | — | Dec 1982 | PRVBX vs PRPFX | |
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 64 | 10.60% | — | Jan 1990 | PRVBX vs PAGRX | |
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | 99 | 0.76% | — | Sep 1987 | PRVBX vs PRTBX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 63 | 10.47% | — | Jan 1990 | PRVBX vs PAGDX | |
| Permanent Portfolio Fund Class A | Diversified Portfolio | 29 | 2.79% | — | May 2016 | PRVBX vs PRPDX |
Often Compared With PRVBX
Investors most often compare PRVBX with MDHVX, PARFX, OAKBX. These 19 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare PRVBX with Any Fund or Stock
Compare PRVBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRVBX with funds that move differently
Permanent Portfolio Versatile Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRVBX.
Explore PRVBX Diversifiers