Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRPHX (PERMANENT PORTFOLIO CLASS C) | 6.56% | 22.27% | 20.39% | 10.51% | 9.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRPHX (PERMANENT PORTFOLIO CLASS C) | 06/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 22.27 | 20.39 | 10.51 | 9.82 | NA | NA | … | … | 6.56 | 26.89 | 18.18 | 10.84 | -6.41 | 9.75 | 17.64 | 15.76 | -7.18 | 10.32 | 1.71 |
| Sharpe Ratio | NA | 1.67 | 1.61 | 0.73 | NA | NA | NA | … | … | 0.87 | 2.20 | 1.58 | 0.85 | -0.60 | 1.00 | 0.98 | 2.40 | -1.10 | 2.02 | 0.38 |
| Standard Deviation(%) | NA | 12.60 | 10.97 | 11.04 | NA | NA | NA | … | … | 16.87 | 11.10 | 9.22 | 8.48 | 13.19 | 9.72 | 17.72 | 5.97 | 7.79 | 4.82 | 7.10 |
| Draw Down(%) | NA | 8.25 | 8.31 | 16.28 | NA | NA | NA | … | … | 8.25 | 8.31 | 5.79 | 5.70 | 15.91 | 5.14 | 20.92 | 3.91 | 12.52 | 2.75 | 5.11 |
| Yield(%) | 0.00 | 2.93 | 2.10 | 1.72 | 2.81 | 1.91 | 1.43 | … | … | 0.00 | 3.24 | 1.25 | 0.85 | 1.21 | 1.84 | 5.32 | 2.30 | 6.04 | 1.60 | 0.73 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PRPHX (PERMANENT PORTFOLIO CLASS C) |
-0.10%
Mar 2017 – Mar 2020 |
4.21%
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 |
|---|---|---|---|---|
| PRPHX (PERMANENT PORTFOLIO CLASS C) |
22.63%
Feb 2023 – Feb 2026 |
13.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart