RBRK vs. VRIG
RBRK (Rubrik, Inc.) is a stock, while VRIG (Invesco Variable Rate Investment Grade ETF) is Ultrashort Bond fund actively managed by Invesco. Over the past year, RBRK returned -21.86% vs 4.97% for VRIG. At a 0.07 correlation, their price movements are largely independent.
Performance
RBRK vs. VRIG - Performance Comparison
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Returns By Period
In the year-to-date period, RBRK achieves a 0.68% return, which is significantly lower than VRIG's 1.79% return.
RBRK
- 1D
- -3.10%
- 1M
- 34.78%
- YTD
- 0.68%
- 6M
- 9.33%
- 1Y
- -21.86%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VRIG
- 1D
- -0.02%
- 1M
- 0.33%
- YTD
- 1.79%
- 6M
- 2.16%
- 1Y
- 4.97%
- 3Y*
- 5.95%
- 5Y*
- 4.42%
- 10Y*
- —
RBRK vs. VRIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
RBRK Rubrik, Inc. | 0.68% | 17.01% | 76.65% |
VRIG Invesco Variable Rate Investment Grade ETF | 1.79% | 5.05% | 4.22% |
Correlation
The correlation between RBRK and VRIG is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2024 | 0.07 |
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Return for Risk
RBRK vs. VRIG — Risk / Return Rank
RBRK
VRIG
RBRK vs. VRIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rubrik, Inc. (RBRK) and Invesco Variable Rate Investment Grade ETF (VRIG). 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.
| RBRK | VRIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -10.43 | ||
| Sortino ratioReturn per unit of downside risk | -24.49 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 5.29 | -4.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 62.49 | -62.88 |
| Martin ratioReturn relative to average drawdown | -0.72 | 318.26 | -318.98 |
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
| RBRK | VRIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 10.08 | -10.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 3.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.91 | -0.26 |
Drawdowns
RBRK vs. VRIG - Drawdown Comparison
The maximum RBRK drawdown since its inception was -56.08%, which is greater than VRIG's maximum drawdown of -13.04%. Use the drawdown chart below to compare losses from any high point for RBRK and VRIG.
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Drawdown Indicators
| RBRK | VRIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.08% | -13.04% | -43.04% |
Max Drawdown (1Y)Largest decline over 1 year | -55.55% | -0.08% | -55.47% |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.78% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -2.28% | — |
Current DrawdownCurrent decline from peak | -22.80% | -0.02% | -22.78% |
Average DrawdownAverage peak-to-trough decline | -18.52% | -0.27% | -18.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.44% | 0.02% | +30.42% |
Volatility
RBRK vs. VRIG - Volatility Comparison
Rubrik, Inc. (RBRK) has a higher volatility of 19.54% compared to Invesco Variable Rate Investment Grade ETF (VRIG) at 0.11%. This indicates that RBRK's price experiences larger fluctuations and is considered to be riskier than VRIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RBRK | VRIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.54% | 0.11% | +19.43% |
Volatility (6M)Calculated over the trailing 6-month period | 48.93% | 0.36% | +48.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.76% | 0.50% | +62.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.33% | 1.29% | +63.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.33% | 3.80% | +60.53% |
Dividends
RBRK vs. VRIG - Dividend Comparison
RBRK has not paid dividends to shareholders, while VRIG's dividend yield for the trailing twelve months is around 4.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RBRK Rubrik, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VRIG Invesco Variable Rate Investment Grade ETF | 4.79% | 4.99% | 6.09% | 5.97% | 2.39% | 0.78% | 1.57% | 3.12% | 2.89% | 2.31% | 0.60% |
Frequently Asked Questions
RBRK and VRIG have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RBRK has higher volatility (19.54%) compared to VRIG (0.11%). In terms of maximum drawdown, RBRK dropped -56.08% vs VRIG's -13.04%.
VRIG currently has the higher Sharpe Ratio (10.08 vs -0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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