P Permanent Portfolio ETF Version
0.43%May 12 | 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


The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 06/26/2006.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Permanent Portfolio ETF Version 6.79% 12.82% 9.35% 8.56% 5.61% 5.37% NA 6.43%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -0.24% 13.28% 15.73% 17.00% 12.67% 13.31% 10.44% 11.07%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.26% 9.45% 8.87% 8.31% 6.07% 6.85% 6.11% 6.29%

P Permanent Portfolio ETF Version Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Calculators


Dollar Cost Average Calculator for P Permanent Portfolio ETF Version

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for P Permanent Portfolio ETF Version

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


From 06/26/2006 to 05/12/2025, the worst annualized return of 3-year rolling returns for P Permanent Portfolio ETF Version is -2.21%.

From 06/26/2006 to 05/12/2025, the worst annualized return of 5-year rolling returns for P Permanent Portfolio ETF Version is 0.92%.

From 06/26/2006 to 05/12/2025, 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