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PRULX vs. IB01.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PRULX vs. IB01.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price U.S. Treasury Long Term Index Fund (PRULX) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L). The values are adjusted to include any dividend payments, if applicable.

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PRULX vs. IB01.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
PRULX
T. Rowe Price U.S. Treasury Long Term Index Fund
-0.49%8.43%-6.61%2.91%-30.45%-5.22%18.34%22.31%
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)
0.79%4.34%5.25%4.92%1.08%0.00%0.88%2.01%

Returns By Period

In the year-to-date period, PRULX achieves a -0.49% return, which is significantly lower than IB01.L's 0.79% return.


PRULX

1D
1.29%
1M
-4.32%
YTD
-0.49%
6M
0.35%
1Y
3.11%
3Y*
-0.91%
5Y*
-4.64%
10Y*
-0.20%

IB01.L

1D
0.02%
1M
0.27%
YTD
0.79%
6M
1.84%
1Y
4.05%
3Y*
4.73%
5Y*
3.25%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PRULX vs. IB01.L - Expense Ratio Comparison

PRULX has a 0.29% expense ratio, which is higher than IB01.L's 0.07% expense ratio.


Return for Risk

PRULX vs. IB01.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRULX
PRULX Risk / Return Rank: 1414
Overall Rank
PRULX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
PRULX Sortino Ratio Rank: 1414
Sortino Ratio Rank
PRULX Omega Ratio Rank: 1313
Omega Ratio Rank
PRULX Calmar Ratio Rank: 1414
Calmar Ratio Rank
PRULX Martin Ratio Rank: 1212
Martin Ratio Rank

IB01.L
IB01.L Risk / Return Rank: 100100
Overall Rank
IB01.L Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
IB01.L Sortino Ratio Rank: 100100
Sortino Ratio Rank
IB01.L Omega Ratio Rank: 100100
Omega Ratio Rank
IB01.L Calmar Ratio Rank: 100100
Calmar Ratio Rank
IB01.L Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRULX vs. IB01.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Treasury Long Term Index Fund (PRULX) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L). 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.


PRULXIB01.LDifference

Sharpe ratio

Return per unit of total volatility

0.41

11.39

-10.98

Sortino ratio

Return per unit of downside risk

0.62

29.59

-28.97

Omega ratio

Gain probability vs. loss probability

1.08

7.65

-6.58

Calmar ratio

Return relative to maximum drawdown

0.39

46.66

-46.27

Martin ratio

Return relative to average drawdown

0.95

448.12

-447.17

PRULX vs. IB01.L - Sharpe Ratio Comparison

The current PRULX Sharpe Ratio is 0.41, which is lower than the IB01.L Sharpe Ratio of 11.39. The chart below compares the historical Sharpe Ratios of PRULX and IB01.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PRULXIB01.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

11.39

-10.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.32

8.89

-9.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

3.72

-3.26

Correlation

The correlation between PRULX and IB01.L is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

PRULX vs. IB01.L - Dividend Comparison

PRULX's dividend yield for the trailing twelve months is around 6.90%, while IB01.L has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
PRULX
T. Rowe Price U.S. Treasury Long Term Index Fund
6.90%6.83%3.89%3.84%2.07%1.72%20.34%16.60%2.62%2.48%4.65%5.09%
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PRULX vs. IB01.L - Drawdown Comparison

The maximum PRULX drawdown since its inception was -47.40%, which is greater than IB01.L's maximum drawdown of -0.91%. Use the drawdown chart below to compare losses from any high point for PRULX and IB01.L.


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Drawdown Indicators


PRULXIB01.LDifference

Max Drawdown

Largest peak-to-trough decline

-47.40%

-0.91%

-46.49%

Max Drawdown (1Y)

Largest decline over 1 year

-8.46%

-0.09%

-8.37%

Max Drawdown (5Y)

Largest decline over 5 years

-42.35%

-0.29%

-42.06%

Max Drawdown (10Y)

Largest decline over 10 years

-47.40%

Current Drawdown

Current decline from peak

-36.53%

0.00%

-36.53%

Average Drawdown

Average peak-to-trough decline

-9.24%

-0.08%

-9.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.47%

0.01%

+3.46%

Volatility

PRULX vs. IB01.L - Volatility Comparison

T. Rowe Price U.S. Treasury Long Term Index Fund (PRULX) has a higher volatility of 3.57% compared to iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L) at 0.10%. This indicates that PRULX's price experiences larger fluctuations and is considered to be riskier than IB01.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PRULXIB01.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.57%

0.10%

+3.47%

Volatility (6M)

Calculated over the trailing 6-month period

6.39%

0.24%

+6.15%

Volatility (1Y)

Calculated over the trailing 1-year period

10.82%

0.35%

+10.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.68%

0.37%

+14.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.00%

0.72%

+13.28%