- Issuer
- Permanent Portfolio
- Inception Date
- Jan 2, 1990
- Category
- Large Cap Blend Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
PAGDX Performance Chart
Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) is up 6.8% since the beginning of the year. PAGDX is currently trading at $150 per share. Investors who bought $1,000 worth of PAGDX shares 5 years ago would now be looking at an investment worth $2,215.
Loading charts...
Compare this symbol against anything
Returns By Period
Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) has returned 6.76% so far this year and 24.34% over the past 12 months.
Permanent Portfolio Aggressive Growth Fund Class A
- 1D
- 1.18%
- 1M
- -3.16%
- 6M
- 3.35%
- YTD
- 6.76%
- 1Y
- 24.34%
- 3Y*
- 30.89%
- 5Y*
- 17.24%
- 10Y*
- —
- ALL TIME*
- 19.16%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
PAGDX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2017, PAGDX's average daily return is +0.08%, while the average monthly return is +1.67%. At this rate, an investment would double in approximately 3.5 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +16.5%, while the worst month was Mar 2020 at -17.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.
On a daily basis, PAGDX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +13.2%, while the worst single day was Mar 16, 2020 at -13.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.30% | 1.49% | -4.94% | 6.86% | 6.73% | -3.22% | -2.94% | 6.76% | |||||
| 2025 | 2.66% | -0.81% | -7.33% | 3.95% | 10.69% | 7.24% | 3.07% | 3.90% | 4.47% | 2.30% | -0.98% | 3.50% | 36.58% |
| 2024 | 0.68% | 9.46% | 6.82% | -5.07% | 6.28% | 3.44% | 0.23% | 2.87% | 4.61% | 0.72% | 9.46% | -1.33% | 44.15% |
| 2023 | 12.43% | -1.55% | -0.99% | -2.50% | 2.77% | 10.04% | 7.35% | -2.34% | -4.70% | -4.28% | 10.71% | 8.17% | 38.39% |
| 2022 | -9.11% | -2.07% | 4.70% | -15.22% | 2.24% | -13.55% | 10.23% | -4.02% | -9.83% | 9.65% | 7.89% | -6.42% | -26.25% |
| 2021 | 1.94% | 6.56% | 1.80% | 5.36% | 2.03% | 1.91% | -0.46% | 5.94% | -5.65% | 2.13% | -0.64% | 1.81% | 24.53% |
Benchmark Metrics
Permanent Portfolio Aggressive Growth Fund Class A has an annualized alpha of 3.08%, beta of 1.24, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since January 03, 2017.
- This fund captured 135.22% of S&P 500 Index gains and 112.81% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.08% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 3.08%
- Beta
- 1.24
- R²
- 0.83
- Upside Capture
- 135.22%
- Downside Capture
- 112.81%
Expense Ratio
PAGDX has a high expense ratio of 1.46%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PAGDX ranks 42 for risk / return — above 42% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PAGDX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.00 | +0.30 |
| Martin ratioReturn relative to average drawdown | 6.78 | 8.49 | -1.72 |
Dividends
Dividend History
Permanent Portfolio Aggressive Growth Fund Class A provided a 0.03% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $5.63 | $1.94 | $4.20 | $5.52 | $10.40 | $9.89 | $6.09 | $5.38 |
Dividend yield | 0.03% | 0.03% | 5.48% | 2.59% | 7.53% | 6.80% | 14.94% | 16.97% | 12.25% | 8.50% |
Monthly Dividends
The table displays the monthly dividend distributions for Permanent Portfolio Aggressive Growth Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.63 | $5.63 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $1.94 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.20 | $4.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.52 | $5.52 |
Drawdowns
Drawdowns Chart
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Permanent Portfolio Aggressive Growth Fund Class A. 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 Permanent Portfolio Aggressive Growth Fund Class A was 38.03%, occurring on Mar 16, 2020. Recovery took 58 trading sessions.
The current Permanent Portfolio Aggressive Growth Fund Class A drawdown is 8.13%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-38.03%Mar 2020 | 25d | 2mo 24d | 3mo 19dFeb 2020 - Jun 2020 | COVID crash2020 |
-36.66%Oct 2022 | 11mo 9d | 1y 3mo | 2y 2moNov 2021 - Jan 2024 | Bear market2022 |
-26.37%Apr 2025 | 1mo 18d | 2mo 3d | 3mo 21dFeb 2025 - Jun 2025 | 2025 selloff2025 |
-26.26%Dec 2018 | 6mo 16d | 4mo | 10mo 16dJun 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-13.04%Jun 2019 | 1mo 4d | 5mo 27d | 7mo 1dApr 2019 - Nov 2019 | — |
Drawdown Indicators
| PAGDX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.03% | -56.78% | +18.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -9.10% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -26.37% | -18.90% | -7.47% |
Max Drawdown (5Y)Largest decline over 5 years | -36.66% | -25.43% | -11.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -8.13% | -1.58% | -6.55% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -10.70% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.14% | +0.98% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with PAGDX
Add Permanent Portfolio Aggressive Growth Fund Class A to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with PAGDX