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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Harry Browne Permanent Portfolio Core Satellite 0.29% 35.37% 9.28% 9.50% 6.79% 7.11% 7.44% 7.14%
Data as of 01/07/2025, AR inception is 01/02/2001
More Performance Analytics Comparison
Name Start Date End Date
Harry Browne Permanent Portfolio Core Satellite 01/02/2001 01/07/2025
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 (%) 0.29 35.37 9.28 9.50 6.79 7.11 7.44 7.14 0.29 33.80 10.90 -14.08 11.36 11.66 12.48 -3.65 11.26 6.34 -4.26 6.06 3.86 9.84 7.06 12.63 0.72 1.85 14.44 12.38 8.99 8.23 14.99 1.81 0.86
Sharpe Ratio NA 1.38 0.37 0.58 0.55 NA NA 0.72 0.03 1.26 0.94 -1.90 1.62 1.10 2.38 -0.82 2.60 1.12 -0.78 1.28 0.61 2.06 0.90 1.37 0.06 0.11 1.09 1.00 1.15 1.29 2.65 0.23 -0.54
Standard Deviation(%) NA 21.59 13.98 12.18 9.37 NA NA 8.18 9.45 21.59 7.05 8.12 6.98 10.42 4.65 6.09 4.08 5.50 5.49 4.71 6.28 4.74 7.83 9.13 11.17 8.28 10.51 9.11 5.91 5.67 5.39 3.05 2.71
Draw Down(%) NA 4.77 14.66 16.02 16.02 NA NA 16.02 0.80 4.77 6.62 16.02 4.04 14.46 2.50 9.08 1.91 5.23 8.08 3.98 7.11 2.52 5.97 5.21 11.86 9.90 6.52 10.69 4.07 4.78 3.04 2.83 2.48
Yield(%) NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
Data as of 01/07/2025, AR inception is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Harry Browne Permanent Portfolio Core Satellite 1.11%
Apr 2021 - Apr 2024
2.67%
Feb 2014 - Feb 2019
3.54%
Oct 2013 - Oct 2023
4.37%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Harry Browne Permanent Portfolio Core Satellite 14.15%
Oct 2004 - Oct 2007
12.31%
Oct 2002 - Oct 2007
9.24%
Apr 2003 - Apr 2013
7.72%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart