Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRPFX (PERMANENT PORTFOLIO CLASS I) | 7.00% | 23.50% | 21.60% | 11.62% | 10.92% | 7.37% | 8.05% | … | … |
Data as of 06/04/2026, Common starting date is 05/15/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRPFX (PERMANENT PORTFOLIO CLASS I) | 05/15/1986 | 06/04/2026 |
| 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 23.50 | 21.60 | 11.62 | 10.92 | 7.37 | 8.05 | … | … | 7.00 | 24.62 | 19.36 | 11.96 | -5.48 | 10.87 | 18.80 | 16.92 | -6.22 | 11.43 | 10.35 | -6.58 | -0.87 | -2.04 | 6.91 | 2.14 | 19.31 | 19.07 | -8.36 | 12.43 | 13.81 | 7.62 | 12.02 | 20.45 | 14.36 | 3.79 | 5.90 | 1.15 | 3.46 | 5.66 | 1.64 | 15.48 | -2.86 | 15.51 | 2.54 | 8.11 | -3.86 | 6.35 | 1.42 | 13.16 | 5.19 |
| Sharpe Ratio | NA | 1.77 | 1.72 | 0.83 | 0.89 | NA | NA | … | … | 0.94 | 2.21 | 1.71 | 0.99 | -0.53 | 1.12 | 1.04 | 2.59 | -0.98 | 2.25 | 1.33 | -0.83 | -0.15 | -0.23 | 0.84 | 0.19 | 1.98 | 1.23 | -0.54 | 1.06 | 1.09 | 0.86 | 1.24 | 3.00 | 1.91 | 0.16 | 0.20 | -0.31 | 0.00 | 0.33 | -0.38 | 2.41 | -1.16 | 2.50 | 0.01 | 0.85 | -1.58 | 0.08 | -0.68 | 0.87 | 0.63 |
| Standard Deviation(%) | NA | 12.61 | 10.98 | 11.04 | 10.60 | NA | NA | … | … | 16.89 | 11.27 | 9.23 | 8.47 | 13.19 | 9.71 | 17.71 | 5.96 | 7.79 | 4.80 | 7.63 | 7.94 | 5.88 | 8.93 | 8.22 | 11.35 | 9.70 | 15.43 | 17.18 | 8.77 | 9.62 | 6.24 | 8.87 | 6.58 | 6.92 | 8.60 | 8.35 | 7.12 | 6.70 | 6.00 | 5.32 | 4.77 | 5.13 | 5.31 | 5.45 | 4.91 | 5.91 | 5.12 | 5.04 | 10.29 | 6.77 |
| Draw Down(%) | NA | 8.10 | 8.19 | 15.49 | 20.84 | NA | NA | … | … | 8.10 | 8.19 | 5.72 | 5.61 | 15.48 | 4.84 | 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 | 5.36 | 8.86 | 5.49 | 5.01 | 2.15 | 7.81 | 3.46 | 4.61 | 2.29 | 9.14 | 2.11 | 4.44 | 9.87 | 2.56 |
| Yield(%) | 0.00 | 3.65 | 3.00 | 2.36 | 3.61 | 3.49 | 4.31 | … | … | 0.00 | 4.04 | 2.19 | 1.55 | 1.47 | 2.21 | 6.05 | 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 | 3.86 | 5.67 | 4.45 | 3.78 | 2.72 | 2.30 | 1.28 | 1.58 | 1.92 | 6.14 | 3.02 | 0.00 | 0.27 | 0.93 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/15/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRPFX (PERMANENT PORTFOLIO CLASS I) |
-3.99%
Jan 2013 – Jan 2016 |
-0.19%
Dec 2010 – Dec 2015 |
3.10%
Mar 2010 – Mar 2020 |
4.11%
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) |
23.87%
Feb 2023 – Feb 2026 |
15.01%
Mar 2020 – Mar 2025 |
12.00%
Apr 2001 – Apr 2011 |
9.32%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart