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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Permanent Portfolio Aggressive Growth Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has returned -3.85% so far this year and 39.42% over the past 12 months. Looking at the last ten years, PAGRX has achieved an annualized return of 18.68%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Permanent Portfolio Aggressive Growth Portfolio
- 1D
- -1.68%
- 1M
- -8.33%
- YTD
- -3.85%
- 6M
- 0.87%
- 1Y
- 39.42%
- 3Y*
- 34.02%
- 5Y*
- 17.10%
- 10Y*
- 18.68%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 1990, PAGRX's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, your 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% | -8.33% | -3.85% | |||||||||
| 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 has an annualized alpha of 2.82%, beta of 1.17, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since January 03, 1990.
- This fund captured 133.21% of S&P 500 Index gains and 113.96% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.82% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.82%
- Beta
- 1.17
- R²
- 0.84
- Upside Capture
- 133.21%
- Downside Capture
- 113.96%
Expense Ratio
PAGRX has a high expense ratio of 1.21%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PAGRX ranks 87 for risk / return — in the top 87% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and compare them to a chosen benchmark (S&P 500 Index).
| PAGRX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 0.90 | +0.65 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.39 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.21 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.40 | +1.20 |
Martin ratioReturn relative to average drawdown | 13.26 | 6.61 | +6.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore PAGRX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Permanent Portfolio Aggressive Growth Portfolio 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. 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 | |||||||||
| 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. 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 was 55.87%, occurring on Mar 9, 2009. Recovery took 962 trading sessions.
The current Permanent Portfolio Aggressive Growth Portfolio drawdown is 9.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.87% | Jul 16, 2007 | 416 | Mar 9, 2009 | 962 | Jan 2, 2013 | 1378 |
| -49.53% | Sep 5, 2000 | 525 | Oct 9, 2002 | 660 | May 24, 2005 | 1185 |
| -38.01% | Feb 20, 2020 | 18 | Mar 16, 2020 | 58 | Jun 8, 2020 | 76 |
| -36.52% | Nov 9, 2021 | 235 | Oct 14, 2022 | 320 | Jan 25, 2024 | 555 |
| -34.83% | Jun 5, 1990 | 94 | Oct 16, 1990 | 116 | Apr 3, 1991 | 210 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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