Correlation
The correlation between RPELX and SGOV is 0.00, 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.
RPELX vs. SGOV
Compare and contrast key facts about T. Rowe Price Dynamic Credit Fund (RPELX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
RPELX is managed by T. Rowe Price. It was launched on Jan 9, 2019. 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: RPELX or SGOV.
Performance
RPELX vs. SGOV - Performance Comparison
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Key characteristics
RPELX:
2.09
SGOV:
21.63
RPELX:
3.61
SGOV:
474.39
RPELX:
1.52
SGOV:
475.39
RPELX:
2.38
SGOV:
485.71
RPELX:
9.81
SGOV:
7,710.35
RPELX:
0.77%
SGOV:
0.00%
RPELX:
3.42%
SGOV:
0.22%
RPELX:
-19.94%
SGOV:
-0.03%
RPELX:
-0.99%
SGOV:
0.00%
Returns By Period
In the year-to-date period, RPELX achieves a 1.92% return, which is significantly higher than SGOV's 1.75% return.
RPELX
1.92%
0.46%
2.36%
7.03%
5.48%
6.23%
N/A
SGOV
1.75%
0.35%
2.15%
4.82%
4.55%
2.74%
N/A
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RPELX vs. SGOV - Expense Ratio Comparison
RPELX has a 0.56% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
RPELX vs. SGOV — Risk-Adjusted Performance Rank
RPELX
SGOV
RPELX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dynamic Credit Fund (RPELX) 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.
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Dividends
RPELX vs. SGOV - Dividend Comparison
RPELX's dividend yield for the trailing twelve months is around 6.73%, more than SGOV's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
RPELX T. Rowe Price Dynamic Credit Fund | 6.73% | 6.95% | 5.95% | 8.90% | 5.39% | 7.74% | 4.44% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.69% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% |
Drawdowns
RPELX vs. SGOV - Drawdown Comparison
The maximum RPELX drawdown since its inception was -19.94%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for RPELX and SGOV.
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Volatility
RPELX vs. SGOV - Volatility Comparison
T. Rowe Price Dynamic Credit Fund (RPELX) has a higher volatility of 0.73% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that RPELX'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.
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