PRVBX vs. PARFX
Compare and contrast key facts about Permanent Portfolio Versatile Bond Portfolio (PRVBX) and T. Rowe Price Retirement 2050 Fund (PARFX).
PRVBX is managed by Permanent Portfolio. It was launched on Sep 27, 1991. PARFX is managed by T. Rowe Price. It was launched on Dec 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRVBX or PARFX.
Correlation
The correlation between PRVBX and PARFX is 0.02, 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. PARFX - Performance Comparison
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Key characteristics
PRVBX:
2.54
PARFX:
0.37
PRVBX:
3.81
PARFX:
0.66
PRVBX:
1.49
PARFX:
1.10
PRVBX:
3.73
PARFX:
0.35
PRVBX:
14.30
PARFX:
1.76
PRVBX:
0.35%
PARFX:
3.65%
PRVBX:
2.05%
PARFX:
16.27%
PRVBX:
-16.91%
PARFX:
-54.73%
PRVBX:
-0.61%
PARFX:
-7.58%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with PRVBX at 1.13% and PARFX at 1.13%. Over the past 10 years, PRVBX has underperformed PARFX with an annualized return of 3.64%, while PARFX has yielded a comparatively higher 3.99% annualized return.
PRVBX
1.13%
0.70%
0.82%
5.28%
4.74%
3.64%
PARFX
1.13%
8.14%
-2.89%
5.90%
7.40%
3.99%
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PRVBX vs. PARFX - Expense Ratio Comparison
PRVBX has a 0.64% expense ratio, which is lower than PARFX's 0.89% expense ratio.
Risk-Adjusted Performance
PRVBX vs. PARFX — Risk-Adjusted Performance Rank
PRVBX
PARFX
PRVBX vs. PARFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Versatile Bond Portfolio (PRVBX) and T. Rowe Price Retirement 2050 Fund (PARFX). 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. PARFX - Dividend Comparison
PRVBX's dividend yield for the trailing twelve months is around 3.57%, more than PARFX's 1.12% 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% |
PARFX T. Rowe Price Retirement 2050 Fund | 1.12% | 1.13% | 1.14% | 0.90% | 0.45% | 0.63% | 1.29% | 1.22% | 1.10% | 1.07% | 1.19% | 1.05% |
Drawdowns
PRVBX vs. PARFX - Drawdown Comparison
The maximum PRVBX drawdown since its inception was -16.91%, smaller than the maximum PARFX drawdown of -54.73%. Use the drawdown chart below to compare losses from any high point for PRVBX and PARFX. For additional features, visit the drawdowns tool.
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Volatility
PRVBX vs. PARFX - Volatility Comparison
The current volatility for Permanent Portfolio Versatile Bond Portfolio (PRVBX) is 0.79%, while T. Rowe Price Retirement 2050 Fund (PARFX) has a volatility of 5.11%. This indicates that PRVBX experiences smaller price fluctuations and is considered to be less risky than PARFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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