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P Permanent Portfolio ETF Version
0.74%May 23 | MyPlanIQ portfolio symbol P_33520

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Asset Allocation


Symbol Category/Sector Target Weight
GLD
SPDR Gold Shares
Commodities 20%
SLV
iShares Silver Trust
Commodities 5%
FXF
Invesco CurrencyShares Swiss Franc Trust
Single Currency 10%
IYR
iShares U.S. Real Estate ETF
Real Estate 5%
IGE
iShares North American Natural Resources ETF
SECTOR EQUITY 10%
VTI
Vanguard Total Stock Market ETF
US Equity 15%
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Corporate Bond 3%
IEF
iShares 7-10 Year Treasury Bond ETF
Fixed Income 16%
SHY
iShares 1-3 Year Treasury Bond ETF
Fixed Income 16%


Historical Performance


Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Permanent Portfolio ETF Version 7.13% 11.90% 8.68% 8.23% 5.60% 5.69% NA 6.44%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -0.21% 11.41% 15.29% 16.30% 12.52% 13.97% 10.27% 11.07%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.45% 8.69% 8.33% 7.96% 6.00% 7.21% 6.01% 6.31%
Data as of 05/22/2025, AR inception is 06/26/2006

P Permanent Portfolio ETF Version Return Calculator

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Calculators


Dollar Cost Average Calculator for P Permanent Portfolio ETF Version

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Retirement Spending Calculator for P Permanent Portfolio ETF Version

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Rolling Returns


From 06/26/2006 to 05/23/2025, the worst annualized return of 3-year rolling returns for P Permanent Portfolio ETF Version is -2.21%.

From 06/26/2006 to 05/23/2025, the worst annualized return of 5-year rolling returns for P Permanent Portfolio ETF Version is 0.92%.

From 06/26/2006 to 05/23/2025, the worst annualized return of 10-year rolling returns for P Permanent Portfolio ETF Version is 2.13%.


Maximum Drawdown

P Permanent Portfolio ETF Version Maximum Drawdown