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 Asset Allocation Composite Moderate | NA | 21.79% | 2.93% | 6.56% | 6.02% | 7.19% | 7.34% | 7.43% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Permanent Portfolio ETF Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 0.94 | 21.79 | 2.93 | 6.56 | 6.02 | 7.19 | 7.34 | 7.43 | NA | 14.01 | 11.94 | -18.14 | 17.71 | 7.65 | 19.23 | -2.35 | 9.75 | 6.57 | -3.35 | 10.55 | 13.72 | 10.19 | 2.95 | 8.98 | 17.07 | 2.89 | 2.38 | 13.28 | 4.42 | 7.91 | 15.14 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.85 | -0.01 | 0.53 | 0.54 | NA | NA | 0.75 | 0.14 | 0.97 | 0.98 | -1.79 | 2.23 | 1.06 | 2.76 | -0.42 | 2.28 | 1.12 | -0.49 | 1.70 | 1.94 | 1.35 | 0.20 | 0.98 | 1.80 | 0.36 | -0.06 | 1.55 | 0.36 | 1.03 | 2.20 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 7.58 | 8.68 | 8.28 | 7.54 | NA | NA | 7.64 | 7.59 | 7.61 | 7.81 | 10.93 | 7.94 | 7.02 | 6.45 | 8.76 | 4.00 | 5.71 | 6.89 | 6.20 | 7.06 | 7.50 | 14.53 | 9.12 | 9.41 | 5.40 | 10.45 | 6.46 | 6.24 | 6.73 | 6.58 | 0.01 | 0.05 |
| Draw Down(%) | NA | 3.96 | 17.96 | 20.49 | 20.49 | NA | NA | 20.49 | 2.14 | 3.96 | 6.72 | 18.92 | 3.54 | 7.27 | 2.64 | 10.40 | 1.60 | 4.35 | 7.25 | 3.84 | 5.44 | 5.44 | 12.57 | 7.02 | 3.78 | 5.55 | 6.89 | 3.96 | 4.08 | 5.20 | 2.52 | 0.00 | 0.00 |
| Yield(%) | NA | 3.15 | 2.21 | 2.22 | 2.02 | NA | NA | 2.10 | NA | 1.17 | 2.61 | 1.64 | 1.86 | 1.80 | 2.66 | 2.28 | 2.00 | 1.75 | 0.99 | 1.73 | 1.40 | 1.82 | 1.77 | 1.40 | 2.63 | 3.31 | 3.34 | 3.35 | 2.29 | 1.81 | 1.17 | 1.11 | 2.31 |
Data as of 11/29/2024, 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 Asset Allocation Composite Moderate |
0.39%
Apr 2021 - Apr 2024 |
3.45%
Sep 2018 - Sep 2023 |
4.46%
Oct 2013 - Oct 2023 |
6.38%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Permanent Portfolio ETF Plan Asset Allocation Composite Moderate |
14.75%
Dec 2018 - Dec 2021 |
11.87%
Jun 2009 - Jun 2014 |
9.23%
Apr 2003 - Apr 2013 |
8.32%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart