Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRPFX (PERMANENT PORTFOLIO CLASS I) | 12.92% | 21.43% | 15.35% | 10.81% | 8.13% | 6.77% | 7.26% | 6.35% |
Data as of 06/30/2025, AR inception is 02/25/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRPFX (PERMANENT PORTFOLIO CLASS I) | 02/25/1983 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.50 | 21.43 | 15.35 | 10.81 | 8.13 | 6.77 | 7.26 | 6.35 | 12.92 | 18.33 | 11.10 | -6.67 | 9.01 | 13.70 | 16.91 | -6.22 | 11.42 | 10.35 | -6.58 | -0.87 | -2.02 | 6.91 | 2.13 | 19.31 | 19.08 | -8.36 | 12.43 | 13.82 | 7.62 | 12.04 | 20.45 | 14.36 | 3.81 | 2.89 | -3.07 | 0.05 | 3.68 | 1.18 | 15.48 | -2.87 | 15.52 | 2.50 | 8.10 | -3.89 | 6.35 | 1.28 | 13.15 | 13.62 | 12.19 | -12.93 | 3.04 |
| Sharpe Ratio | NA | 1.54 | 1.05 | 0.82 | 0.64 | NA | NA | 0.42 | 1.88 | 1.26 | 0.81 | -0.61 | 0.91 | 0.73 | 2.60 | -0.97 | 2.25 | 1.33 | -0.83 | -0.15 | -0.23 | 0.84 | 0.19 | 1.98 | 1.23 | -0.54 | 1.08 | 1.10 | 0.87 | 1.25 | 3.00 | 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 |
| Standard Deviation(%) | NA | 11.43 | 10.69 | 11.01 | 10.32 | NA | NA | 8.91 | 12.86 | 9.34 | 8.52 | 13.21 | 9.87 | 18.48 | 5.96 | 7.79 | 4.82 | 7.63 | 7.94 | 5.88 | 8.93 | 8.27 | 11.35 | 9.70 | 15.43 | 17.07 | 8.75 | 9.59 | 6.24 | 8.87 | 6.59 | 6.89 | 8.58 | 8.86 | 8.39 | 7.42 | 6.24 | 5.55 | 4.87 | 5.21 | 5.39 | 5.52 | 4.99 | 6.01 | 5.24 | 5.12 | 10.45 | 7.16 | 8.90 | 8.71 | 9.11 |
| Draw Down(%) | NA | 8.19 | 9.64 | 16.90 | 20.84 | NA | NA | 27.16 | 8.19 | 6.54 | 5.61 | 15.48 | 5.51 | 20.84 | 3.78 | 11.72 | 2.71 | 4.75 | 11.52 | 7.26 | 10.35 | 7.58 | 9.19 | 5.68 | 9.91 | 27.16 | 5.49 | 10.30 | 4.11 | 8.80 | 5.37 | 3.70 | 6.29 | 5.78 | 7.96 | 8.86 | 6.19 | 5.01 | 2.15 | 7.81 | 3.46 | 4.61 | 2.29 | 9.14 | 2.11 | 4.44 | 9.87 | 3.82 | 4.62 | 13.93 | 8.69 |
| Yield(%) | 0.00 | 1.01 | 0.77 | 0.79 | 2.37 | 3.15 | 3.70 | 5.37 | 0.00 | 1.11 | 0.72 | 0.29 | 0.39 | 1.05 | 3.21 | 6.73 | 2.31 | 1.04 | 6.15 | 7.34 | 9.36 | 1.35 | 1.56 | 0.82 | 0.85 | 0.80 | 1.06 | 1.06 | 0.94 | 2.21 | 1.46 | 2.46 | 2.43 | 0.91 | 1.55 | 1.06 | 1.85 | 2.24 | 2.31 | 1.28 | 1.59 | 1.93 | 6.16 | 3.02 | 0.00 | 0.13 | 0.92 | 0.00 | 0.00 | 0.03 | 0.00 |
Data as of 06/30/2025, AR inception is 02/25/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRPFX (PERMANENT PORTFOLIO CLASS I) |
-3.98%
Jan 2013 - Jan 2016 |
-0.19%
Dec 2010 - Dec 2015 |
2.76%
Sep 2012 - Sep 2022 |
3.21%
Jul 1987 - Jul 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRPFX (PERMANENT PORTFOLIO CLASS I) |
18.43%
Feb 2009 - Feb 2012 |
14.41%
Oct 2002 - Oct 2007 |
12.00%
Apr 2001 - Apr 2011 |
8.39%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart