R1GB.L vs. PRPFX
Compare and contrast key facts about iShares Russell 1000 Growth UCITS ETF USD Acc (R1GB.L) and Permanent Portfolio Permanent Portfolio (PRPFX).
R1GB.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth UCITS 30/18 Capped Net Tax 15% Index. It was launched on Jun 28, 2023. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Performance
R1GB.L vs. PRPFX - Performance Comparison
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R1GB.L vs. PRPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
R1GB.L iShares Russell 1000 Growth UCITS ETF USD Acc | -10.44% | 9.47% | -13.92% |
PRPFX Permanent Portfolio Permanent Portfolio | 4.98% | 19.60% | 9.54% |
Different Trading Currencies
R1GB.L is traded in GBP, while PRPFX is traded in USD. To make them comparable, the PRPFX values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, R1GB.L achieves a -10.44% return, which is significantly lower than PRPFX's 4.98% return.
R1GB.L
- 1D
- 1.08%
- 1M
- -5.10%
- YTD
- -10.44%
- 6M
- -8.40%
- 1Y
- 15.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PRPFX
- 1D
- 0.28%
- 1M
- -5.24%
- YTD
- 4.98%
- 6M
- 11.15%
- 1Y
- 22.49%
- 3Y*
- 17.34%
- 5Y*
- 13.20%
- 10Y*
- 11.69%
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R1GB.L vs. PRPFX - Expense Ratio Comparison
R1GB.L has a 0.18% expense ratio, which is lower than PRPFX's 0.81% expense ratio.
Return for Risk
R1GB.L vs. PRPFX — Risk / Return Rank
R1GB.L
PRPFX
R1GB.L vs. PRPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Growth UCITS ETF USD Acc (R1GB.L) and Permanent Portfolio Permanent Portfolio (PRPFX). 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.
| R1GB.L | PRPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.76 | -0.94 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.23 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 3.29 | -2.46 |
Martin ratioReturn relative to average drawdown | 2.38 | 11.96 | -9.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| R1GB.L | PRPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.76 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.31 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.03 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.37 | 0.92 | -1.29 |
Correlation
The correlation between R1GB.L and PRPFX is 0.29, 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
R1GB.L vs. PRPFX - Dividend Comparison
R1GB.L has not paid dividends to shareholders, while PRPFX's dividend yield for the trailing twelve months is around 3.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
R1GB.L iShares Russell 1000 Growth UCITS ETF USD 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% |
PRPFX Permanent Portfolio Permanent Portfolio | 3.18% | 3.27% | 1.86% | 1.39% | 1.58% | 2.05% | 5.38% | 4.69% | 6.90% | 2.14% | 0.95% | 7.06% |
Drawdowns
R1GB.L vs. PRPFX - Drawdown Comparison
The maximum R1GB.L drawdown since its inception was -33.43%, which is greater than PRPFX's maximum drawdown of -14.55%. Use the drawdown chart below to compare losses from any high point for R1GB.L and PRPFX.
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Drawdown Indicators
| R1GB.L | PRPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.43% | -27.16% | -6.27% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -8.10% | -7.65% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.49% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.84% | — |
Current DrawdownCurrent decline from peak | -15.91% | -8.10% | -7.81% |
Average DrawdownAverage peak-to-trough decline | -16.34% | -3.52% | -12.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 2.22% | +3.28% |
Volatility
R1GB.L vs. PRPFX - Volatility Comparison
The current volatility for iShares Russell 1000 Growth UCITS ETF USD Acc (R1GB.L) is 3.97%, while Permanent Portfolio Permanent Portfolio (PRPFX) has a volatility of 4.20%. This indicates that R1GB.L experiences smaller price fluctuations and is considered to be less risky than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| R1GB.L | PRPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 4.20% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.21% | 10.62% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.15% | 13.14% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.28% | 10.15% | +15.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.28% | 11.34% | +13.94% |