Permanent Portfolio Mutual Funds List
Here you can find all mutual funds issued by Permanent Portfolio and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.97%
- Avg. 1 Year Return
- 24.37%
- Avg. 5 Year Return
- 11.05%
- Median Risk/Return Score
- 83 / 100
Permanent Portfolio Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | Jan 2, 1990 | 1.46% | 16.21% | — | 0.03% | 82 | ||||||||
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | Jan 2, 1990 | 1.21% | 16.32% | 20.76% | 0.03% | 83 | ||||||||
| Permanent Portfolio Fund Class A | Diversified Portfolio | May 31, 2016 | 1.06% | 6.89% | — | 2.90% | 47 | ||||||||
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | Nov 30, 1982 | 0.81% | 6.99% | 11.09% | 3.05% | 48 | ||||||||
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | Sep 21, 1987 | 0.65% | 0.76% | 1.26% | 3.36% | 99 | ||||||||
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | Sep 27, 1991 | 0.64% | 1.00% | 4.36% | 4.14% | 85 |
Explore top Permanent Portfolio Mutual Fund Categories and Asset Classes
Permanent Portfolio Bond Mutual fundsPermanent Portfolio Equity Mutual fundsPermanent Portfolio Multi-Asset Mutual fundsPermanent Portfolio Diversified Portfolio Mutual fundsPermanent Portfolio Large Cap Blend Equities Mutual fundsPermanent Portfolio Short-Term Bond Mutual fundsPermanent Portfolio Ultrashort Bond Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Permanent Portfolio Mutual funds by Risk/Return Score
The top Permanent Portfolio Mutual funds by PortfoliosLab Risk/Return Score are PRTBX (99) and PRVBX (85).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Permanent Portfolio Short-Term Treasury Portfolio | 99 | — | Sep 1987 | |
| Permanent Portfolio Versatile Bond Portfolio | 85 | — | Sep 1991 | |
| Permanent Portfolio Aggressive Growth Portfolio | 83 | — | Jan 1990 | |
| Permanent Portfolio Aggressive Growth Fund Class A | 82 | — | Jan 1990 | |
| Permanent Portfolio Permanent Portfolio | 48 | — | Nov 1982 |
Best-Performing Permanent Portfolio Mutual funds Over 5 Years
The top Permanent Portfolio Mutual funds is PAGRX (19.63%).
Across the lineup, Permanent Portfolio Mutual funds show an average 1-year return of 24.37% and an average 5-year return of 11.05%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Portfolio | 19.63% | — | Jan 1990 | |
| Permanent Portfolio Aggressive Growth Fund Class A | 19.34% | — | Jan 1990 | |
| Permanent Portfolio Permanent Portfolio | 11.49% | — | Nov 1982 | |
| Permanent Portfolio Fund Class A | 11.22% | — | May 2016 | |
| Permanent Portfolio Versatile Bond Portfolio | 2.64% | — | Sep 1991 |
Lowest-Cost Permanent Portfolio Mutual funds
The top Permanent Portfolio Mutual funds is PRVBX (0.64%).
With an average expense ratio of 0.97%, Permanent Portfolio Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Permanent Portfolio Versatile Bond Portfolio | 0.64% | — | Sep 1991 | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.65% | — | Sep 1987 | |
| Permanent Portfolio Permanent Portfolio | 0.81% | — | Nov 1982 | |
| Permanent Portfolio Fund Class A | 1.06% | — | May 2016 | |
| Permanent Portfolio Aggressive Growth Portfolio | 1.21% | — | Jan 1990 |
Highest-Yield Permanent Portfolio Mutual funds
The top Permanent Portfolio Mutual funds is PRVBX (4.14%).
Across the lineup, Permanent Portfolio Mutual funds show an average dividend yield of 2.25%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Permanent Portfolio Versatile Bond Portfolio | 4.14% | — | Sep 1991 | |
| Permanent Portfolio Short-Term Treasury Portfolio | 3.36% | — | Sep 1987 | |
| Permanent Portfolio Permanent Portfolio | 3.05% | — | Nov 1982 | |
| Permanent Portfolio Fund Class A | 2.90% | — | May 2016 | |
| Permanent Portfolio Aggressive Growth Portfolio | 0.03% | — | Jan 1990 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PRPFX vs. SPYPRPFX vs. ALLWPRPFX vs. ^GSPCPRPFX vs. VOOPRPFX vs. VFINXPAGRX vs. VFINXPAGRX vs. SCHGPAGRX vs. EKBAXPAGRX vs. VUGPAGRX vs. VOOPRVBX vs. MDHVXPRVBX vs. PARFXPRVBX vs. IGIBPRVBX vs. SHLDPRVBX vs. OAKBXPRTBX vs. NVDAPRTBX vs. SGOVPRTBX vs. VFINXPRTBX vs. CBUDXPRTBX vs. PSDSXPAGDX vs. LMISXPAGDX vs. AFIFXPAGDX vs. AVEDXPAGDX vs. JENSXPAGDX vs. VFIAXPRPDX vs. PUDZXPRPDX vs. BERIXPRPDX vs. PALDXPRPDX vs. FRGAXPRPDX vs. TIBIX