PBR vs. BSV
PBR (Petróleo Brasileiro S.A. - Petrobras) is a stock, while BSV (Vanguard Short-Term Bond Index Fund ETF Shares) is Short-Term Bond fund tracking the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. Over the past 10 years, PBR returned 21.01%/yr vs 1.93%/yr for BSV. At a correlation of -0.10, they often move in opposite directions.
Performance
PBR vs. BSV - Performance Comparison
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Returns By Period
In the year-to-date period, PBR achieves a 40.71% return, which is significantly higher than BSV's 0.46% return. Over the past 10 years, PBR has outperformed BSV with an annualized return of 21.01%, while BSV has yielded a comparatively lower 1.93% annualized return.
PBR
- 1D
- -3.41%
- 1M
- -16.70%
- YTD
- 40.71%
- 6M
- 43.90%
- 1Y
- 39.41%
- 3Y*
- 14.17%
- 5Y*
- 28.74%
- 10Y*
- 21.01%
BSV
- 1D
- 0.14%
- 1M
- 0.36%
- YTD
- 0.46%
- 6M
- 0.55%
- 1Y
- 3.14%
- 3Y*
- 4.56%
- 5Y*
- 1.71%
- 10Y*
- 1.93%
PBR vs. BSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBR Petróleo Brasileiro S.A. - Petrobras | 40.71% | -1.01% | -8.38% | 71.48% | 47.76% | 20.44% | -28.83% | 24.65% | 27.68% | 1.78% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.46% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% |
Correlation
The correlation between PBR and BSV is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.05 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2007 | -0.10 |
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Return for Risk
PBR vs. BSV — Risk / Return Rank
PBR
BSV
PBR vs. BSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Petróleo Brasileiro S.A. - Petrobras (PBR) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PBR | BSV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.45 | -0.85 |
| Martin ratioReturn relative to average drawdown | 4.77 | 8.02 | -3.25 |
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Drawdowns
PBR vs. BSV - Drawdown Comparison
The maximum PBR drawdown since its inception was -95.62%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for PBR and BSV.
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Drawdown Indicators
| PBR | BSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.62% | -8.54% | -87.08% |
Max Drawdown (1Y)Largest decline over 1 year | -24.76% | -1.29% | -23.47% |
Max Drawdown (3Y)Largest decline over 3 years | -28.24% | -1.53% | -26.71% |
Max Drawdown (5Y)Largest decline over 5 years | -39.62% | -8.54% | -31.08% |
Max Drawdown (10Y)Largest decline over 10 years | -75.13% | -8.54% | -66.59% |
Current DrawdownCurrent decline from peak | -31.45% | -0.46% | -30.99% |
Average DrawdownAverage peak-to-trough decline | -52.67% | -0.97% | -51.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 0.39% | +7.90% |
Volatility
PBR vs. BSV - Volatility Comparison
Petróleo Brasileiro S.A. - Petrobras (PBR) has a higher volatility of 8.11% compared to Vanguard Short-Term Bond Index Fund ETF Shares (BSV) at 0.61%. This indicates that PBR's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBR | BSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.11% | 0.61% | +7.50% |
Volatility (6M)Calculated over the trailing 6-month period | 25.33% | 1.34% | +23.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.69% | 1.82% | +29.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.96% | 2.73% | +35.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.81% | 2.38% | +44.43% |
Dividends
PBR vs. BSV - Dividend Comparison
PBR's dividend yield for the trailing twelve months is around 4.30%, more than BSV's 3.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.99% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
PBR Petróleo Brasileiro S.A. - Petrobras | 4.30% | 7.10% | 14.73% | 10.91% | 55.64% | 18.95% | 0.84% | 1.59% | 1.03% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PBR and BSV have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBR has higher volatility (8.11%) compared to BSV (0.61%). In terms of maximum drawdown, PBR dropped -95.62% vs BSV's -8.54%.
BSV currently has the higher Sharpe Ratio (1.74 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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