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PRPFX: PERMANENT PORTFOLIO CLASS I (MUTUAL FUND)
Basic Info 64.63 0.04(0.06%) April 25
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 02/25/1983 |
| Last Dividend Date: | 12/04/2024 |
| 12-Mo. Yield | 1.04% |
| Expenses | 0.82% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/25/1983 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 7.6 | 19.4 | 10.9 | 11.8 | 7.3 | 6.2 | 7.1 | 6.2 | 18.3 | 11.1 | -6.7 | 9.0 | 13.7 | 16.9 | -6.2 | 11.4 | 10.3 | -6.6 | -0.9 | -2.0 | 6.9 | 2.1 | 19.3 | 19.1 | -8.4 | 12.4 | 13.8 | 7.6 | 12.0 | 20.5 | 14.4 | 3.8 | 2.9 | -3.1 | 0.1 | 3.7 | 1.2 | 15.5 | -2.9 | 15.5 | 2.5 | 8.1 | -3.9 | 6.4 | 1.3 | 13.2 | 13.6 | 12.2 | -12.9 | 3.0 |
| Sharpe Ratio | NA | 1.53 | 1.09 | 0.58 | 0.82 | 0.55 | NA | NA | 0.42 | 1.26 | 0.81 | -0.61 | 0.91 | 0.73 | 2.6 | -0.97 | 2.25 | 1.33 | -0.83 | -0.15 | -0.23 | 0.84 | 0.19 | 1.98 | 1.23 | -0.54 | 1.08 | 1.1 | 0.87 | 1.25 | 3.0 | 1.92 | 0.18 | -0.14 | -0.75 | -0.44 | 0.03 | -0.41 | 2.39 | -1.12 | 2.48 | 0.02 | 0.87 | -1.52 | 0.12 | -0.66 | 0.87 | 1.31 | 0.78 | -2.25 | -0.28 |
| Draw Down(%) | NA | 8.2 | 8.2 | 11.5 | 16.9 | 20.8 | NA | NA | 27.2 | 6.5 | 5.6 | 15.5 | 5.5 | 20.8 | 3.8 | 11.7 | 2.7 | 4.8 | 11.5 | 7.3 | 10.4 | 7.6 | 9.2 | 5.7 | 9.9 | 27.2 | 5.5 | 10.3 | 4.1 | 8.8 | 5.4 | 3.7 | 6.3 | 5.8 | 8.0 | 8.9 | 6.2 | 5.0 | 2.2 | 7.8 | 3.5 | 4.6 | 2.3 | 9.1 | 2.1 | 4.4 | 9.9 | 3.8 | 4.6 | 13.9 | 8.7 |
| Standard Deviation(%) | NA | 15.2 | 11.9 | 11.1 | 11.3 | 10.3 | NA | NA | 8.9 | 9.3 | 8.5 | 13.2 | 9.9 | 18.5 | 6.0 | 7.8 | 4.8 | 7.6 | 7.9 | 5.9 | 8.9 | 8.3 | 11.3 | 9.7 | 15.4 | 17.1 | 8.7 | 9.6 | 6.2 | 8.9 | 6.6 | 6.9 | 8.6 | 8.9 | 8.4 | 7.4 | 6.2 | 5.5 | 4.9 | 5.2 | 5.4 | 5.5 | 5.0 | 6.0 | 5.2 | 5.1 | 10.5 | 7.2 | 8.9 | 8.7 | 9.1 |
| Treynor Ratio | NA | 0.2 | 0.12 | 0.07 | 0.09 | 0.05 | NA | NA | 0.06 | 0.18 | 0.09 | -0.08 | 0.08 | 0.12 | 0.14 | -0.07 | 0.1 | 0.1 | -0.06 | -0.01 | -0.02 | 0.04 | 0.01 | 0.14 | 0.15 | -0.1 | 0.09 | 0.11 | 0.06 | 0.09 | 0.31 | 0.28 | 0.02 | -0.04 | -0.29 | -0.13 | 0.01 | -0.05 | 0.3 | -0.13 | 0.66 | 0.0 | 0.1 | -0.27 | 0.02 | -0.12 | -0.81 | 0.23 | 0.11 | -0.31 | -0.03 |
| Alpha | NA | 0.08 | 0.04 | 0.03 | 0.03 | 0.01 | NA | NA | 0.0 | 0.05 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | -0.03 | -0.03 | -0.05 | -0.03 | -0.04 | 0.01 | -0.01 | 0.01 | 0.03 | 0.02 | 0.02 | 0.01 | 0.05 | 0.04 | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | 0.01 | -0.01 | 0.04 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | 0.03 | 0.02 | -0.02 | -0.1 | -0.03 |
| Beta | NA | 1.16 | 1.08 | 0.96 | 1.0 | 1.03 | NA | NA | 0.65 | 0.64 | 0.78 | 1.03 | 1.16 | 1.11 | 1.11 | 1.14 | 1.05 | 1.01 | 1.05 | 0.82 | 1.16 | 1.61 | 1.43 | 1.4 | 1.3 | 0.93 | 1.03 | 0.97 | 0.9 | 1.24 | 0.64 | 0.47 | 0.73 | 0.3 | 0.21 | 0.26 | 0.33 | 0.5 | 0.39 | 0.44 | 0.2 | 0.53 | 0.44 | 0.33 | 0.33 | 0.28 | -0.11 | 0.41 | 0.66 | 0.64 | 0.89 |
| RSquared | NA | 0.51 | 0.4 | 0.49 | 0.43 | 0.49 | NA | NA | 0.28 | 0.27 | 0.46 | 0.58 | 0.29 | 0.61 | 0.44 | 0.55 | 0.34 | 0.36 | 0.49 | 0.26 | 0.37 | 0.48 | 0.53 | 0.64 | 0.6 | 0.53 | 0.44 | 0.2 | 0.45 | 0.46 | 0.3 | 0.25 | 0.3 | 0.09 | 0.1 | 0.11 | 0.24 | 0.53 | 0.22 | 0.33 | 0.07 | 0.22 | 0.23 | 0.13 | 0.14 | 0.17 | 0.02 | 0.15 | 0.16 | 0.17 | 0.29 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.7 | 0.9 | 2.3 | 3.0 | 3.8 | N/A | 1.1 | 0.7 | 0.3 | 0.4 | 1.0 | 3.2 | 6.7 | 2.3 | 1.0 | 6.2 | 7.3 | 9.4 | 1.3 | 1.6 | 0.8 | 0.9 | 0.8 | 1.1 | 1.1 | 0.9 | 2.2 | 1.5 | 2.5 | 2.4 | 0.9 | 1.6 | 1.1 | 1.9 | 2.2 | 2.3 | 1.3 | 1.6 | 1.9 | 6.2 | 3.0 | 0.0 | 0.1 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 71.4 | -40.8 | -78.3 | -15.0 | 275.1 | 247.9 | N/A | 71.4 | 132.2 | -21.0 | -57.7 | -62.9 | -58.7 | 217.4 | 144.6 | -85.3 | -23.0 | -31.1 | 630.2 | -12.5 | 125.0 | 14.3 | -3.4 | -14.7 | 9.7 | 24.0 | -53.7 | 80.0 | -33.3 | 2.3 | 175.0 | -44.8 | 45.0 | -41.2 | -19.0 | 10.5 | 72.7 | -8.3 | -17.2 | -68.1 | 89.6 | N/A | -100.0 | -83.6 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/1983
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