PRVBX vs. SGOV
Compare and contrast key facts about Permanent Portfolio Versatile Bond Portfolio (PRVBX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
PRVBX is managed by Permanent Portfolio. It was launched on Sep 27, 1991. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRVBX or SGOV.
Correlation
The correlation between PRVBX and SGOV 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. SGOV - Performance Comparison
Key characteristics
PRVBX:
2.86
SGOV:
22.26
PRVBX:
4.37
SGOV:
502.74
PRVBX:
1.58
SGOV:
503.74
PRVBX:
5.86
SGOV:
515.46
PRVBX:
18.29
SGOV:
8,182.71
PRVBX:
0.32%
SGOV:
0.00%
PRVBX:
2.06%
SGOV:
0.23%
PRVBX:
-16.91%
SGOV:
-0.03%
PRVBX:
-0.11%
SGOV:
0.00%
Returns By Period
In the year-to-date period, PRVBX achieves a 0.75% return, which is significantly higher than SGOV's 0.58% return.
PRVBX
0.75%
0.23%
1.81%
5.80%
3.72%
3.56%
SGOV
0.58%
0.35%
2.36%
5.11%
N/A
N/A
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PRVBX vs. SGOV - Expense Ratio Comparison
PRVBX has a 0.64% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
PRVBX vs. SGOV — Risk-Adjusted Performance Rank
PRVBX
SGOV
PRVBX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Versatile Bond Portfolio (PRVBX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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. SGOV - Dividend Comparison
PRVBX's dividend yield for the trailing twelve months is around 3.59%, less than SGOV's 4.99% 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% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.99% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRVBX vs. SGOV - Drawdown Comparison
The maximum PRVBX drawdown since its inception was -16.91%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for PRVBX and SGOV. For additional features, visit the drawdowns tool.
Volatility
PRVBX vs. SGOV - Volatility Comparison
Permanent Portfolio Versatile Bond Portfolio (PRVBX) has a higher volatility of 0.53% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that PRVBX's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.