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Permanent Portfolio ETF Plan
Permanent Portfolio ETF Plan Asset Allocation Composite Moderate
Permanent Portfolio ETF Plan Asset Allocation Composite Moderate
live (public) 0.92% February 28
Delayed
Holdings (As of 11/29/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | SHY (iShares 1-3 Year Treasury Bond ETF) | 0.12% | iShares Barclays 1-3 Year Treasury Bond | 37.67% |
| US Equity | VTI (Vanguard Total Stock Market ETF) | 0.56% | Vanguard Total Stock Market ETF | 51.69% |
| Real Estate | VNQ (Vanguard Real Estate ETF) | 0.45% | Vanguard REITs Index ETF | 10.64% |
* Day change on 11/29/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Permanent Portfolio ETF Plan Asset Allocation Composite Moderate | 2.6% | 21.8% | 2.9% | 6.6% | 6.0% | 7.0% |
| VFINX (Vanguard (S&P 500) Index) | 2.2% | 11.3% | 18.4% | 16.2% | 12.9% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 8.8% | 11.8% | 8.8% | 8.1% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 2.6 | 21.8 | 2.9 | 6.6 | 6.0 | 7.0 | 7.2 | 7.2 | 7.3 | 7.0 | 14.0 | 11.9 | -18.1 | 17.7 | 7.7 | 19.2 | -2.3 | 9.8 | 6.6 | -3.4 | 10.6 | 13.7 | 10.2 | 2.9 | 9.0 | 17.1 | 2.9 | 2.4 | 13.3 | 4.4 | 7.9 | 15.1 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.14 | 0.85 | -0.01 | 0.53 | 0.54 | NA | NA | NA | NA | 0.75 | 0.97 | 0.98 | -1.79 | 2.23 | 1.06 | 2.76 | -0.42 | 2.28 | 1.12 | -0.49 | 1.7 | 1.94 | 1.35 | 0.2 | 0.98 | 1.8 | 0.36 | -0.06 | 1.55 | 0.36 | 1.03 | 2.2 | 0.01 | 0.01 |
| Draw Down(%) | NA | 2.1 | 4.0 | 18.0 | 20.5 | 20.5 | NA | NA | NA | NA | 20.5 | 4.0 | 6.7 | 18.9 | 3.5 | 7.3 | 2.6 | 10.4 | 1.6 | 4.4 | 7.3 | 3.8 | 5.4 | 5.4 | 12.6 | 7.0 | 3.8 | 5.6 | 6.9 | 4.0 | 4.1 | 5.2 | 2.5 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 7.6 | 7.6 | 8.7 | 8.3 | 7.5 | NA | NA | NA | NA | 7.6 | 7.6 | 7.8 | 10.9 | 7.9 | 7.0 | 6.5 | 8.8 | 4.0 | 5.7 | 6.9 | 6.2 | 7.1 | 7.5 | 14.5 | 9.1 | 9.4 | 5.4 | 10.4 | 6.5 | 6.2 | 6.7 | 6.6 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.02 | 0.11 | 0.0 | 0.18 | 0.14 | NA | NA | NA | NA | 0.24 | 0.13 | 0.14 | -0.55 | 0.31 | 1.0 | 0.37 | -0.07 | 0.17 | 0.23 | -0.1 | 0.2 | 0.23 | 0.18 | 0.05 | 0.25 | 1.31 | -1.0 | -0.01 | 0.17 | 0.04 | 0.12 | 0.59 | -0.13 | -0.03 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | 0.02 | -0.01 | -0.01 | -0.05 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.02 | 0.05 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.0 | 0.0 |
| Beta | NA | 0.55 | 0.56 | 0.42 | 0.25 | 0.3 | NA | NA | NA | NA | 0.24 | 0.57 | 0.53 | 0.35 | 0.58 | 0.07 | 0.48 | 0.49 | 0.53 | 0.28 | 0.33 | 0.52 | 0.61 | 0.57 | 0.61 | 0.36 | 0.13 | -0.02 | 0.61 | 0.6 | 0.59 | 0.59 | 0.24 | 0.0 | 0.0 |
| RSquared | NA | 0.93 | 0.91 | 0.68 | 0.41 | 0.5 | NA | NA | NA | NA | 0.36 | 0.9 | 0.8 | 0.61 | 0.91 | 0.13 | 0.88 | 0.92 | 0.78 | 0.4 | 0.54 | 0.91 | 0.91 | 0.94 | 0.97 | 0.51 | 0.14 | 0.02 | 0.88 | 0.86 | 0.95 | 0.94 | 0.4 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.2 | 1.17 | -0.01 | 0.73 | 0.73 | NA | NA | NA | NA | 1.05 | 1.34 | 1.46 | -2.22 | 3.29 | 1.37 | 4.11 | -0.54 | 3.46 | 1.54 | -0.66 | 2.48 | 2.82 | 2.04 | 0.27 | 1.38 | 2.72 | 0.53 | -0.08 | 2.36 | 0.51 | 1.47 | 3.44 | 0.81 | NA |
| Yield(%) | N/A | 0.1 | 3.0 | 2.4 | 2.6 | 2.6 | 3.4 | 3.4 | 4.6 | 4.6 | 2.1 | 3.1 | 2.6 | 1.6 | 1.9 | 1.8 | 2.7 | 2.3 | 2.0 | 1.7 | 1.0 | 1.7 | 1.4 | 1.8 | 1.8 | 1.4 | 2.6 | 3.3 | 3.3 | 3.4 | 2.3 | 1.8 | 1.2 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -95.0 | 36.3 | 43.2 | 56.2 | 94.4 | N/A | N/A | N/A | N/A | N/A | 31.8 | 30.7 | 5.0 | 9.5 | -18.7 | 13.1 | 25.1 | 22.2 | 69.8 | -36.0 | 37.8 | -14.8 | 5.9 | 37.8 | -36.7 | -18.2 | 1.0 | 11.7 | 54.9 | 36.1 | 78.5 | 6.6 | -51.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Permanent Portfolio ETF Plan
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