Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Permanent Portfolio ETF Plan Tactical Asset Allocation Moderate | NA | 23.68% | 5.75% | 6.71% | 3.49% | 4.68% | 4.95% | 4.84% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Permanent Portfolio ETF Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 23.68 | 5.75 | 6.71 | 3.49 | 4.68 | 4.95 | 4.84 | NA | 12.59 | 8.84 | -8.54 | 12.62 | 5.60 | 6.54 | -7.07 | 6.49 | 2.92 | -5.06 | 2.97 | 3.05 | 3.27 | 10.89 | 9.60 | 3.63 | 2.91 | 6.91 | 17.29 | 2.37 | 3.56 | 5.63 | 3.19 | 2.31 |
| Sharpe Ratio | NA | 0.91 | 0.07 | 0.44 | 0.24 | NA | NA | 0.44 | 0.02 | 0.78 | 0.65 | -1.04 | 1.73 | 0.73 | 1.48 | -1.25 | 1.33 | 0.54 | -0.99 | 0.75 | 0.62 | 0.76 | 1.14 | 0.70 | 0.34 | 0.19 | 0.40 | 1.82 | 0.03 | 0.40 | 0.76 | 0.43 | 0.01 |
| Standard Deviation(%) | NA | 7.66 | 8.12 | 7.83 | 6.59 | NA | NA | 7.36 | 4.15 | 7.71 | 7.01 | 9.50 | 7.28 | 7.39 | 3.46 | 6.71 | 4.42 | 5.01 | 5.12 | 3.92 | 4.84 | 4.21 | 9.57 | 13.63 | 10.35 | 10.45 | 9.71 | 7.71 | 7.26 | 6.57 | 6.53 | 4.85 | 0.05 |
| Draw Down(%) | NA | 4.53 | 14.64 | 14.64 | 14.64 | NA | NA | 14.64 | 0.42 | 4.53 | 6.29 | 14.64 | 3.53 | 6.97 | 1.56 | 11.51 | 2.93 | 3.32 | 7.90 | 3.34 | 4.45 | 2.89 | 7.23 | 9.84 | 6.86 | 13.92 | 5.65 | 4.66 | 5.12 | 5.24 | 9.10 | 3.97 | 0.00 |
| Yield(%) | NA | 2.96 | 2.15 | 1.94 | 1.62 | NA | NA | 2.16 | NA | 1.00 | 2.98 | 1.49 | 1.39 | 0.87 | 2.91 | 1.49 | 0.38 | 1.38 | 1.01 | 1.63 | 0.87 | 2.01 | 3.33 | 3.69 | 2.94 | 1.88 | 2.33 | 3.37 | 3.60 | 2.28 | 2.49 | 1.96 | 2.31 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Permanent Portfolio ETF Plan Tactical Asset Allocation Moderate |
-1.09%
May 2013 - May 2016 |
-0.21%
Jun 2014 - Jun 2019 |
1.20%
Sep 2012 - Sep 2022 |
2.59%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Permanent Portfolio ETF Plan Tactical Asset Allocation Moderate |
13.01%
Feb 2005 - Feb 2008 |
8.99%
Apr 2006 - Apr 2011 |
6.99%
Jul 2003 - Jul 2013 |
5.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart