- ISIN
- US7141993045
- CUSIP
- 714199304
- Issuer
- Permanent Portfolio
- Inception Date
- Jan 2, 1990
- Region
- Developed Markets (Global)
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
PAGRX Performance Chart
Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX) is up 8.4% since the beginning of the year. PAGRX is currently trading at $153 per share. Investors who bought $1,000 worth of PAGRX shares 5 years ago would now be looking at an investment worth $2,286.
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Returns By Period
Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX) has returned 8.42% so far this year and 23.90% over the past 12 months. Looking at the last ten years, PAGRX has achieved an annualized return of 19.44%, outperforming the S&P 500 Index benchmark, which averaged 13.49% per year.
Permanent Portfolio Aggressive Growth Portfolio Class I
- 1D
- 1.25%
- 1M
- -1.77%
- 6M
- 4.73%
- YTD
- 8.42%
- 1Y
- 23.90%
- 3Y*
- 33.05%
- 5Y*
- 17.98%
- 10Y*
- 19.44%
- ALL TIME*
- 12.20%
Benchmark (S&P 500 Index)
- 1D
- 1.79%
- 1M
- 3.38%
- 6M
- 11.83%
- YTD
- 13.02%
- 1Y
- 22.22%
- 3Y*
- 19.99%
- 5Y*
- 11.80%
- 10Y*
- 13.49%
- ALL TIME*
- 8.15%
PAGRX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1990, PAGRX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +16.6%, while the worst month was Aug 1998 at -21.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, PAGRX closed higher 53% 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 | 3.32% | 1.51% | -4.92% | 6.88% | 6.75% | -3.21% | -2.77% | 1.25% | 8.42% | ||||
| 2025 | 2.68% | -0.78% | -7.32% | 3.97% | 10.72% | 7.27% | 3.09% | 3.91% | 4.50% | 2.32% | -0.96% | 3.52% | 36.92% |
| 2024 | 0.70% | 9.48% | 6.84% | -5.06% | 6.31% | 3.46% | 0.26% | 2.89% | 4.62% | 0.75% | 9.49% | -1.32% | 44.52% |
| 2023 | 12.44% | -1.53% | -0.97% | -2.48% | 2.79% | 10.06% | 7.37% | -2.31% | -4.68% | -4.27% | 10.73% | 8.20% | 38.73% |
| 2022 | -9.10% | -2.04% | 4.73% | -15.21% | 2.27% | -13.54% | 10.25% | -4.00% | -9.80% | 9.67% | 7.90% | -6.39% | -26.06% |
| 2021 | 1.95% | 6.60% | 1.82% | 5.38% | 2.05% | 1.93% | -0.44% | 5.96% | -5.64% | 2.15% | -0.62% | 1.83% | 24.84% |
Benchmark Metrics
Permanent Portfolio Aggressive Growth Portfolio Class I has an annualized alpha of 2.49%, beta of 1.17, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.
- This fund captured 132.34% of S&P 500 Index gains and 114.84% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.49% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.49%
- Beta
- 1.17
- R²
- 0.84
- Upside Capture
- 132.34%
- Downside Capture
- 114.84%
Expense Ratio
PAGRX has a high expense ratio of 1.10%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PAGRX ranks 55 for risk / return — above 55% 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 Portfolio Class I (PAGRX) 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.
| PAGRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.31 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.45 | +0.44 |
| Martin ratioReturn relative to average drawdown | 8.34 | 10.40 | -2.06 |
Dividends
Dividend History
Permanent Portfolio Aggressive Growth Portfolio Class I 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 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $5.80 | $2.05 | $4.36 | $5.56 | $10.51 | $10.20 | $6.15 | $5.51 | $9.65 | $3.69 |
Dividend yield | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Monthly Dividends
The table displays the monthly dividend distributions for Permanent Portfolio Aggressive Growth Portfolio Class I. 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 | $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 | $5.80 | $5.80 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.05 | $2.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.36 | $4.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.56 | $5.56 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Permanent Portfolio Aggressive Growth Portfolio Class I. 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 Portfolio Class I was 55.87%, occurring on Mar 9, 2009. Recovery took 962 trading sessions.
The current Permanent Portfolio Aggressive Growth Portfolio Class I drawdown is 6.80%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-55.87%Mar 2009 | 1y 7mo | 3y 10mo | 5y 5moJul 2007 - Jan 2013 | Financial crisis2007–2009 |
-49.53%Oct 2002 | 2y 1mo | 2y 7mo | 4y 8moSep 2000 - May 2005 | Dot-com crash2000–2002 |
-38.01%Mar 2020 | 25d | 2mo 24d | 3mo 19dFeb 2020 - Jun 2020 | COVID crash2020 |
-36.52%Oct 2022 | 11mo 9d | 1y 3mo | 2y 2moNov 2021 - Jan 2024 | Bear market2022 |
-34.83%Oct 1990 | 4mo 13d | 5mo 19d | 10mo 2dJun 1990 - Apr 1991 | — |
Drawdown Indicators
| PAGRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.87% | -56.78% | +0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.16% | -9.10% | -0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -26.34% | -18.90% | -7.44% |
Max Drawdown (5Y)Largest decline over 5 years | -36.52% | -25.43% | -11.09% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -33.92% | -4.09% |
Current DrawdownCurrent decline from peak | -6.80% | 0.00% | -6.80% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -10.70% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.14% | +1.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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