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 Strategic Asset Allocation - Optimal Moderate | -1.82% | 6.73% | 5.61% | 10.37% | 6.97% | 7.57% | 6.77% | 6.37% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Permanent Portfolio ETF Plan Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.52 | 6.73 | 5.61 | 10.37 | 6.97 | 7.57 | 6.77 | 6.37 | -1.82 | 14.38 | 16.16 | -13.13 | 14.41 | 13.70 | 18.43 | -2.90 | 9.53 | 7.75 | -0.27 | 8.59 | 11.66 | 9.54 | 2.93 | 13.76 | 17.35 | -18.41 | 5.40 | 11.47 | 4.43 | 7.09 | 17.55 | -12.44 | 9.46 |
| Sharpe Ratio | NA | 0.63 | 0.54 | 0.64 | 0.60 | NA | NA | 0.50 | 0.03 | 1.41 | 1.52 | -1.06 | 1.92 | 0.76 | 2.87 | -0.52 | 2.38 | 1.10 | -0.04 | 1.49 | 1.70 | 1.34 | 0.22 | 1.28 | 1.01 | -0.92 | 0.25 | 1.29 | 0.38 | 0.90 | 1.68 | -0.91 | 1.32 |
| Standard Deviation(%) | NA | 11.27 | 10.59 | 10.30 | 9.95 | NA | NA | 10.54 | 14.75 | 7.64 | 8.22 | 13.78 | 7.50 | 17.80 | 5.92 | 8.23 | 3.73 | 6.85 | 7.97 | 5.77 | 6.85 | 7.10 | 13.17 | 10.68 | 17.03 | 21.06 | 8.96 | 6.25 | 5.73 | 6.76 | 9.99 | 14.96 | 5.34 |
| Draw Down(%) | NA | 10.94 | 11.41 | 17.58 | 19.26 | NA | NA | 32.62 | 10.94 | 4.11 | 6.62 | 17.56 | 3.29 | 19.26 | 2.59 | 9.72 | 1.78 | 4.72 | 6.62 | 3.79 | 4.91 | 5.02 | 12.78 | 8.13 | 16.32 | 29.30 | 5.07 | 5.36 | 3.88 | 5.53 | 8.08 | 20.62 | 2.44 |
| Yield(%) | NA | 3.09 | 2.00 | 1.97 | 1.77 | NA | NA | 1.78 | NA | 1.15 | 2.54 | 1.37 | 1.52 | 1.56 | 2.25 | 1.31 | 0.66 | 2.40 | 1.62 | 1.64 | 1.44 | 1.64 | 1.67 | 1.86 | 2.24 | 2.19 | 2.46 | 2.53 | 1.63 | 1.38 | 0.76 | 0.79 | 2.23 |
Data as of 03/31/2025, 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 Strategic Asset Allocation - Optimal Moderate |
-5.98%
Feb 2006 - Feb 2009 |
-1.47%
Feb 2004 - Feb 2009 |
4.25%
Dec 2001 - Dec 2011 |
5.23%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Permanent Portfolio ETF Plan Strategic Asset Allocation - Optimal Moderate |
17.61%
Feb 2009 - Feb 2012 |
14.09%
Feb 2009 - Feb 2014 |
9.61%
Feb 2009 - Feb 2019 |
9.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart