This is Harry Browne's original permanent portfolio. The following are the two investment plans using permanent portfolio concept:
Permanent Global Portfolio ETF Plan
See Long Term Harry Browne's Permanent Portfolio Performance
See Harry Browne Permanent Portfolio Without Cash
Historical Returns
The return data shown below all have the same latest date: 03/17/2025.
AR inception is since 11/09/1992.
AR inception is since 11/09/1992.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| Harry Browne Permanent Portfolio | 3.73% | 14.52% | 5.86% | 7.50% | 6.24% | 6.41% | 6.82% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -3.26% | 11.54% | 10.29% | 19.32% | 12.48% | 13.13% | 10.14% |
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | -1.34% | 4.94% | 3.39% | 8.97% | 6.70% | 7.97% | 6.96% |
| Ticker/Portfolio | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | Harry Browne ...Portfolio | 1.20 | 14.52 | 5.86 | 7.50 | 6.24 | 6.41 | 6.82 | 6.81 | 3.73 | 12.74 | 11.64 | -11.83 | 4.75 | 16.64 | 16.19 | -1.76 | 10.92 | 5.93 | -2.74 | 9.16 | -2.29 | 6.49 | 10.21 | 13.21 | 9.65 | -2.16 | 12.03 | 10.81 | 7.84 | 6.67 | 14.79 | 2.81 | -0.94 | 2.66 | 3.18 | 11.53 | 7.22 | 5.10 | 18.39 | -1.01 | 10.65 | 2.67 | 11.75 | 0.02 | 0.20 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 1.11 | 11.54 | 10.29 | 19.32 | 12.48 | 13.13 | 10.14 | 10.55 | -3.26 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VBINX (VANGUA...R SHARES) | 0.61 | 4.94 | 3.39 | 8.97 | 6.70 | 7.97 | 6.96 | 8.10 | -1.34 | 10.42 | 14.70 | -17.67 | 12.02 | 15.05 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | Harry Browne ...Portfolio | NA | 116.61 | 19.91 | 62.47 | 67.22 | NA | NA | 71.73 | 51.55 | 86.13 | 100.09 | -139.23 | 75.64 | 166.80 | 299.81 | -61.03 | 252.58 | 96.65 | -46.97 | 197.11 | -34.76 | 119.58 | 147.21 | 195.52 | 105.00 | -28.73 | 131.39 | 96.43 | 122.20 | 143.35 | 253.44 | 32.99 | -59.67 | -23.45 | -0.56 | 148.00 | 60.39 | 30.90 | 380.00 | -90.10 | 177.67 | 6.62 | 156.81 | -85.32 | 0.33 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 31.69 | 45.85 | 76.08 | 60.69 | NA | NA | 44.79 | -127.73 | 144.05 | 168.50 | -81.42 | 217.48 | 53.11 | 239.69 | -34.37 | 316.32 | 88.64 | 7.76 | 118.55 | 290.33 | 124.85 | 8.24 | 82.04 | 97.09 | -92.28 | 15.05 | 123.84 | 25.29 | 88.29 | 163.16 | -89.66 | -67.65 | -59.22 | 98.26 | 123.57 | 162.11 | 163.05 | 432.60 | -17.93 | 91.08 | 58.43 | 191.72 | -53.33 | 173.14 | 59.74 | -0.19 | 30.84 | 149.03 | -23.73 | 80.36 | 64.68 | -126.79 | 119.12 | -383.89 | |
| VBINX (VANGUA...R SHARES) | NA | -22.08 | 1.88 | 41.47 | 45.65 | NA | NA | 56.54 | -115.34 | 41.44 | 111.33 | -119.10 | 142.11 | 71.50 | 285.34 | -43.90 | 329.21 | 107.95 | 3.85 | 147.07 | 261.51 | 154.65 | 30.31 | 123.20 | 121.00 | -98.17 | 34.78 | 117.15 | 38.04 | 137.91 | 204.46 | -76.83 | -43.65 | -30.73 | 108.09 | 137.09 | 174.84 | 120.29 | 454.07 | -66.00 | 157.21 | 574.16 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | Harry Browne ...Portfolio | NA | 7.07 | 8.01 | 7.93 | 6.83 | NA | NA | 6.35 | 6.09 | 7.14 | 7.38 | 9.49 | 6.25 | 9.83 | 4.93 | 5.03 | 4.08 | 5.93 | 5.89 | 4.64 | 6.69 | 5.38 | 6.92 | 6.71 | 9.10 | 10.73 | 6.88 | 7.82 | 4.64 | 3.99 | 5.56 | 5.16 | 5.48 | 6.09 | 7.39 | 5.55 | 6.12 | 5.17 | 3.83 | 4.40 | 4.83 | 4.33 | 5.10 | 6.16 | 3.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 13.73 | 17.13 | 19.68 | 17.93 | NA | NA | 18.02 | 16.47 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VBINX (VANGUA...R SHARES) | NA | 9.66 | 11.79 | 12.74 | 11.13 | NA | NA | 10.98 | 10.28 | 9.23 | 9.47 | 16.06 | 8.44 | 20.63 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | Harry Browne ...Portfolio | NA | 3.30 | 14.83 | 16.59 | 16.59 | NA | NA | 16.59 | 1.84 | 3.09 | 7.39 | 16.57 | 5.61 | 10.75 | 2.46 | 5.52 | 2.14 | 7.79 | 6.78 | 2.55 | 7.03 | 3.66 | 4.02 | 3.32 | 7.12 | 15.28 | 3.11 | 7.84 | 2.44 | 3.62 | 3.82 | 4.93 | 5.94 | 3.84 | 4.98 | 4.73 | 3.85 | 3.91 | 1.44 | 4.87 | 2.35 | 3.48 | 2.00 | 6.01 | 0.33 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 10.05 | 22.14 | 24.59 | 33.83 | NA | NA | 55.25 | 10.05 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VBINX (VANGUA...R SHARES) | NA | 9.07 | 17.70 | 23.05 | 23.05 | NA | NA | 35.97 | 5.98 | 6.25 | 8.27 | 21.71 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | Harry Browne ...Portfolio | NA | 2.30 | 1.59 | 2.20 | 1.99 | NA | NA | 2.69 | NA | 0.82 | 2.37 | 1.14 | 1.23 | 4.49 | 1.72 | 1.47 | 1.37 | 2.47 | 1.81 | 1.81 | 1.53 | 1.96 | 2.57 | 2.27 | 2.42 | 2.07 | 2.68 | 2.60 | 2.59 | 2.19 | 2.14 | 2.36 | 2.27 | 2.93 | 3.03 | 2.85 | 3.26 | 3.14 | 4.34 | 3.45 | 3.54 | 5.00 | 4.03 | 4.30 | 1.11 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 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 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VBINX (VANGUA...R SHARES) | 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 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Click here for comparison with other funds, portfolios or stocks
Return Calculator
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
calculate result (Annualized)
Dollar Cost Average Calculator
Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on
Rolling Returns
From 12/15/1989 to 03/17/2025, the worst annualized return of 3-year rolling returns is -0.8%.
From 12/15/1989 to 03/17/2025, the worst annualized return of 5-year rolling returns is 2.71%.
From 12/15/1989 to 03/17/2025, the worst annualized return of 10-year rolling returns is 3.5%.