PRVBX vs. IGSB
Compare and contrast key facts about Permanent Portfolio Versatile Bond Portfolio (PRVBX) and iShares Short-Term Corporate Bond ETF (IGSB).
PRVBX is managed by Permanent Portfolio. It was launched on Sep 27, 1991. IGSB is a passively managed fund by iShares that tracks the performance of the ICE BofAML 1-5 Year US Corporate Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRVBX or IGSB.
Correlation
The correlation between PRVBX and IGSB is 0.04, 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.
Performance
PRVBX vs. IGSB - Performance Comparison
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Key characteristics
PRVBX:
2.54
IGSB:
2.73
PRVBX:
3.81
IGSB:
4.13
PRVBX:
1.49
IGSB:
1.56
PRVBX:
3.73
IGSB:
4.94
PRVBX:
14.30
IGSB:
14.45
PRVBX:
0.35%
IGSB:
0.46%
PRVBX:
2.05%
IGSB:
2.43%
PRVBX:
-16.91%
IGSB:
-13.38%
PRVBX:
-0.61%
IGSB:
-0.33%
Returns By Period
In the year-to-date period, PRVBX achieves a 1.13% return, which is significantly lower than IGSB's 2.31% return. Over the past 10 years, PRVBX has outperformed IGSB with an annualized return of 3.64%, while IGSB has yielded a comparatively lower 2.36% annualized return.
PRVBX
1.13%
0.70%
0.82%
5.28%
4.74%
3.64%
IGSB
2.31%
0.99%
2.52%
6.71%
2.32%
2.36%
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PRVBX vs. IGSB - Expense Ratio Comparison
PRVBX has a 0.64% expense ratio, which is higher than IGSB's 0.06% expense ratio.
Risk-Adjusted Performance
PRVBX vs. IGSB — Risk-Adjusted Performance Rank
PRVBX
IGSB
PRVBX vs. IGSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Versatile Bond Portfolio (PRVBX) and iShares Short-Term Corporate Bond ETF (IGSB). 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.
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Dividends
PRVBX vs. IGSB - Dividend Comparison
PRVBX's dividend yield for the trailing twelve months is around 3.57%, less than IGSB's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRVBX Permanent Portfolio Versatile Bond Portfolio | 3.57% | 3.61% | 3.16% | 1.83% | 0.85% | 4.72% | 2.51% | 1.71% | 3.30% | 2.96% | 4.86% | 3.21% |
IGSB iShares Short-Term Corporate Bond ETF | 4.21% | 4.02% | 3.26% | 2.07% | 1.82% | 2.37% | 3.07% | 2.46% | 1.65% | 1.45% | 1.18% | 0.94% |
Drawdowns
PRVBX vs. IGSB - Drawdown Comparison
The maximum PRVBX drawdown since its inception was -16.91%, which is greater than IGSB's maximum drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for PRVBX and IGSB. For additional features, visit the drawdowns tool.
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Volatility
PRVBX vs. IGSB - Volatility Comparison
The current volatility for Permanent Portfolio Versatile Bond Portfolio (PRVBX) is 0.79%, while iShares Short-Term Corporate Bond ETF (IGSB) has a volatility of 1.01%. This indicates that PRVBX experiences smaller price fluctuations and is considered to be less risky than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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