Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRPDX (PERMANENT PORTFOLIO CLASS A) | 6.65% | 23.15% | 21.21% | 11.40% | 10.67% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRPDX (PERMANENT PORTFOLIO CLASS A) | 06/01/2016 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 23.15 | 21.21 | 11.40 | 10.67 | NA | NA | … | … | 6.65 | 28.45 | 19.06 | 11.69 | -5.71 | 10.58 | 18.52 | 16.63 | -6.45 | 11.14 | 2.16 |
| Sharpe Ratio | NA | 1.75 | 1.69 | 0.81 | NA | NA | NA | … | … | 0.92 | 2.35 | 1.67 | 0.96 | -0.54 | 1.09 | 1.03 | 2.54 | -1.01 | 2.19 | 0.49 |
| Standard Deviation(%) | NA | 12.61 | 10.97 | 11.03 | NA | NA | NA | … | … | 16.88 | 10.95 | 9.22 | 8.44 | 13.19 | 9.72 | 17.69 | 5.96 | 7.80 | 4.81 | 7.11 |
| Draw Down(%) | NA | 8.13 | 8.22 | 15.67 | NA | NA | NA | … | … | 8.13 | 8.22 | 5.74 | 5.63 | 15.58 | 4.90 | 20.87 | 3.82 | 11.92 | 2.71 | 4.83 |
| Yield(%) | 0.00 | 3.46 | 2.73 | 2.13 | 3.38 | 2.28 | 1.71 | … | … | 0.00 | 3.83 | 1.89 | 1.33 | 1.21 | 2.01 | 5.91 | 2.97 | 6.54 | 2.14 | 0.89 |
Data as of 06/03/2026, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRPDX (PERMANENT PORTFOLIO CLASS A) |
0.65%
Mar 2017 – Mar 2020 |
4.99%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRPDX (PERMANENT PORTFOLIO CLASS A) |
23.57%
Feb 2023 – Feb 2026 |
14.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart