Harry Browne Permanent Portfolio Plus

The chart shows the growth of an initial investment of $10,000 in Harry Browne Permanent Portfolio Plus, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

As of Jun 6, 2026, the Harry Browne Permanent Portfolio Plus returned 6.68% Year-To-Date and 9.10% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 6, 2010, Harry Browne Permanent Portfolio Plus's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.

Historically, 63% of months were positive and 37% were negative. The best month was Sep 2025 with a return of +5.5%, while the worst month was Sep 2011 at -5.0%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Harry Browne Permanent Portfolio Plus closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +2.9%, while the worst single day was Jan 30, 2026 at -3.4%.

Harry Browne Permanent Portfolio Plus has an annualized alpha of 4.64%, beta of 0.25, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since January 06, 2010.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (33.30%) than losses (19.49%) - typical of diversified or defensive assets.
• Beta of 0.25 may look defensive, but with R2 of 0.39 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.39 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Harry Browne Permanent Portfolio Plus has an expense ratio of 0.46%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Harry Browne Permanent Portfolio Plus ranks 55 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below presents risk-adjusted performance metrics for Harry Browne Permanent Portfolio Plus and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Harry Browne Permanent Portfolio Plus Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 2.40
• 5-Year: 1.52
• 10-Year: 1.30
• All Time: 1.14

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.64 to 2.53, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Harry Browne Permanent Portfolio Plus compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Harry Browne Permanent Portfolio Plus provided a 1.73% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Harry Browne Permanent Portfolio Plus. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Harry Browne Permanent Portfolio Plus was 10.75%, occurring on Mar 19, 2020. Recovery took 43 trading sessions.

The current Harry Browne Permanent Portfolio Plus drawdown is 1.86%.

The chart below shows the rolling one-month volatility.