RPIBX vs. SWAGX
Compare and contrast key facts about T. Rowe Price International Bond Fund (RPIBX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
RPIBX is managed by T. Rowe Price. It was launched on Sep 9, 1986. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPIBX or SWAGX.
Correlation
The correlation between RPIBX and SWAGX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPIBX vs. SWAGX - Performance Comparison
Key characteristics
RPIBX:
0.11
SWAGX:
0.83
RPIBX:
0.21
SWAGX:
1.23
RPIBX:
1.02
SWAGX:
1.15
RPIBX:
0.03
SWAGX:
0.32
RPIBX:
0.18
SWAGX:
2.00
RPIBX:
4.03%
SWAGX:
2.17%
RPIBX:
6.64%
SWAGX:
5.24%
RPIBX:
-33.77%
SWAGX:
-18.84%
RPIBX:
-24.23%
SWAGX:
-8.48%
Returns By Period
In the year-to-date period, RPIBX achieves a 1.77% return, which is significantly higher than SWAGX's 0.81% return.
RPIBX
1.77%
1.47%
-3.54%
0.46%
-3.02%
-0.47%
SWAGX
0.81%
0.81%
-0.80%
4.58%
-0.71%
N/A
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RPIBX vs. SWAGX - Expense Ratio Comparison
RPIBX has a 0.67% expense ratio, which is higher than SWAGX's 0.04% expense ratio.
Risk-Adjusted Performance
RPIBX vs. SWAGX — Risk-Adjusted Performance Rank
RPIBX
SWAGX
RPIBX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price International Bond Fund (RPIBX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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
RPIBX vs. SWAGX - Dividend Comparison
RPIBX's dividend yield for the trailing twelve months is around 2.93%, less than SWAGX's 3.92% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
RPIBX T. Rowe Price International Bond Fund | 2.93% | 3.20% | 2.45% | 2.01% | 1.43% | 1.26% | 2.00% | 2.04% | 1.45% | 1.81% | 1.98% | 2.39% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.92% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% | 0.00% | 0.00% | 0.00% |
Drawdowns
RPIBX vs. SWAGX - Drawdown Comparison
The maximum RPIBX drawdown since its inception was -33.77%, which is greater than SWAGX's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for RPIBX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
RPIBX vs. SWAGX - Volatility Comparison
T. Rowe Price International Bond Fund (RPIBX) has a higher volatility of 1.82% compared to Schwab U.S. Aggregate Bond Index Fund (SWAGX) at 1.34%. This indicates that RPIBX's price experiences larger fluctuations and is considered to be riskier than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.