PRVBX vs. RCTIX
Compare and contrast key facts about Permanent Portfolio Versatile Bond Portfolio (PRVBX) and River Canyon Total Return Bond Fund (RCTIX).
PRVBX is managed by Permanent Portfolio. It was launched on Sep 27, 1991. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRVBX or RCTIX.
Correlation
The correlation between PRVBX and RCTIX is 0.27, 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. RCTIX - Performance Comparison
Key characteristics
PRVBX:
2.77
RCTIX:
3.92
PRVBX:
4.24
RCTIX:
6.24
PRVBX:
1.55
RCTIX:
1.86
PRVBX:
5.69
RCTIX:
8.18
PRVBX:
17.78
RCTIX:
22.92
PRVBX:
0.32%
RCTIX:
0.40%
PRVBX:
2.06%
RCTIX:
2.32%
PRVBX:
-16.91%
RCTIX:
-10.89%
PRVBX:
-0.16%
RCTIX:
0.00%
Returns By Period
In the year-to-date period, PRVBX achieves a 0.70% return, which is significantly lower than RCTIX's 1.44% return. Over the past 10 years, PRVBX has underperformed RCTIX with an annualized return of 3.61%, while RCTIX has yielded a comparatively higher 4.93% annualized return.
PRVBX
0.70%
0.44%
1.86%
5.68%
3.71%
3.61%
RCTIX
1.44%
0.74%
2.45%
8.98%
4.03%
4.93%
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PRVBX vs. RCTIX - Expense Ratio Comparison
PRVBX has a 0.64% expense ratio, which is lower than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
PRVBX vs. RCTIX — Risk-Adjusted Performance Rank
PRVBX
RCTIX
PRVBX vs. RCTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Versatile Bond Portfolio (PRVBX) and River Canyon Total Return Bond Fund (RCTIX). 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.
Dividends
PRVBX vs. RCTIX - Dividend Comparison
PRVBX's dividend yield for the trailing twelve months is around 3.59%, less than RCTIX's 7.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRVBX Permanent Portfolio Versatile Bond Portfolio | 3.59% | 3.61% | 3.16% | 1.83% | 0.85% | 4.72% | 2.51% | 1.71% | 3.30% | 2.96% | 4.86% | 3.21% |
RCTIX River Canyon Total Return Bond Fund | 7.90% | 7.90% | 8.51% | 6.00% | 3.02% | 3.79% | 2.70% | 3.30% | 4.89% | 2.32% | 5.74% | 0.00% |
Drawdowns
PRVBX vs. RCTIX - Drawdown Comparison
The maximum PRVBX drawdown since its inception was -16.91%, which is greater than RCTIX's maximum drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for PRVBX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
PRVBX vs. RCTIX - Volatility Comparison
Permanent Portfolio Versatile Bond Portfolio (PRVBX) and River Canyon Total Return Bond Fund (RCTIX) have volatilities of 0.58% and 0.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.