Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Permanent Global Portfolio ETF Plan Tactical Asset Allocation Moderate | NA | 23.99% | 4.97% | 6.31% | 2.94% | 4.54% | 5.98% | 6.12% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Permanent Global 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 (%) | -1.08 | 23.99 | 4.97 | 6.31 | 2.94 | 4.54 | 5.98 | 6.12 | NA | 11.41 | 6.83 | -8.34 | 11.89 | 5.08 | 3.94 | -8.49 | 9.79 | 2.54 | -6.35 | 0.90 | 10.55 | 5.59 | 6.40 | 10.03 | 11.95 | -0.09 | 17.15 | 21.05 | 9.47 | 5.65 | 9.80 | 3.19 | 2.31 |
| Sharpe Ratio | NA | 0.68 | -0.02 | 0.30 | 0.12 | NA | NA | 0.52 | 0.10 | 0.52 | 0.31 | -0.89 | 1.38 | 0.60 | 0.56 | -1.24 | 1.60 | 0.35 | -1.02 | 0.13 | 1.43 | 1.19 | 0.69 | 0.80 | 0.95 | -0.09 | 0.97 | 1.71 | 0.86 | 0.63 | 1.47 | 0.43 | 0.01 |
| Standard Deviation(%) | NA | 9.24 | 9.54 | 9.08 | 7.82 | NA | NA | 8.57 | 3.88 | 9.31 | 8.27 | 10.95 | 8.60 | 8.01 | 4.50 | 7.91 | 5.72 | 6.60 | 6.23 | 6.69 | 7.35 | 4.67 | 9.26 | 12.47 | 12.47 | 11.11 | 14.62 | 10.42 | 8.53 | 7.47 | 6.18 | 4.85 | 0.05 |
| Draw Down(%) | NA | 5.79 | 16.35 | 16.35 | 16.35 | NA | NA | 16.35 | 0.33 | 5.79 | 7.40 | 16.35 | 4.93 | 7.48 | 4.00 | 14.82 | 3.06 | 6.05 | 9.10 | 7.75 | 6.60 | 3.74 | 7.26 | 8.62 | 7.64 | 13.80 | 9.39 | 8.96 | 6.42 | 5.79 | 8.75 | 3.97 | 0.00 |
| Yield(%) | NA | 3.03 | 2.20 | 2.13 | 1.95 | NA | NA | 2.46 | NA | 1.03 | 3.01 | 1.52 | 1.15 | 1.54 | 3.14 | 1.46 | 0.92 | 2.27 | 1.69 | 2.25 | 1.60 | 2.54 | 3.10 | 3.85 | 3.69 | 1.77 | 2.33 | 3.50 | 4.06 | 2.40 | 3.45 | 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 Global Portfolio ETF Plan Tactical Asset Allocation Moderate |
-3.00%
Oct 2017 - Oct 2020 |
-1.54%
Aug 2014 - Aug 2019 |
1.02%
Oct 2013 - Oct 2023 |
3.00%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Permanent Global Portfolio ETF Plan Tactical Asset Allocation Moderate |
18.42%
Feb 2005 - Feb 2008 |
14.15%
Apr 2005 - Apr 2010 |
10.19%
Oct 2003 - Oct 2013 |
7.76%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart