Permanent Portfolio Aggressive Growth Portfolio (PAGRX)
The investment seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The fund invests in stocks and stock warrants of U.S. and foreign companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income.
Fund Info
US7141993045
714199304
Jan 2, 1990
$1,000
Large-Cap
Blend
Share Price Chart
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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.
Returns By Period
Permanent Portfolio Aggressive Growth Portfolio had a return of 43.04% year-to-date (YTD) and 50.99% in the last 12 months. Over the past 10 years, Permanent Portfolio Aggressive Growth Portfolio had an annualized return of 4.36%, while the S&P 500 had an annualized return of 11.16%, indicating that Permanent Portfolio Aggressive Growth Portfolio did not perform as well as the benchmark.
PAGRX
43.04%
2.61%
20.07%
50.99%
12.26%
4.36%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of PAGRX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.70% | 9.48% | 6.84% | -5.06% | 6.31% | 3.46% | 0.26% | 2.89% | 4.62% | 0.75% | 43.04% | ||
| 2023 | 12.44% | -1.53% | -0.97% | -2.48% | 2.79% | 10.06% | 7.37% | -2.31% | -4.68% | -4.27% | 10.73% | 5.25% | 34.95% |
| 2022 | -9.10% | -2.04% | 4.73% | -15.21% | 2.27% | -13.54% | 10.25% | -4.00% | -9.80% | 9.67% | 7.90% | -12.81% | -31.13% |
| 2021 | 1.95% | 6.60% | 1.82% | 5.38% | 2.05% | 1.93% | -0.44% | 5.96% | -5.64% | 2.15% | -0.62% | -4.63% | 16.92% |
| 2020 | -0.50% | -8.78% | -17.16% | 16.57% | 13.51% | 3.55% | 6.50% | 6.96% | -1.93% | 1.25% | 16.21% | -11.55% | 19.78% |
| 2019 | 13.63% | 4.59% | 0.52% | 4.85% | -12.56% | 8.93% | 0.34% | -4.22% | 0.54% | 1.30% | 7.12% | -6.12% | 17.44% |
| 2018 | 6.65% | -3.70% | -1.85% | 0.92% | 4.81% | -3.39% | 2.22% | 3.24% | -0.68% | -11.82% | 4.69% | -20.82% | -21.07% |
| 2017 | 2.74% | 1.74% | 0.13% | 0.47% | -1.40% | 3.17% | 2.40% | 0.74% | 3.91% | -0.29% | 3.38% | -5.03% | 12.24% |
| 2016 | -8.12% | 1.99% | 8.67% | 3.46% | -1.30% | -3.39% | 6.64% | 0.41% | -0.27% | -1.61% | 8.38% | -14.37% | -2.04% |
| 2015 | -3.64% | 7.34% | -3.13% | -1.05% | 0.01% | -1.25% | 2.22% | -7.71% | -5.11% | 7.68% | -0.82% | -9.51% | -15.29% |
| 2014 | -3.90% | 4.66% | -1.34% | 1.07% | 1.36% | 2.97% | -1.03% | 3.58% | -2.04% | 2.07% | 1.39% | -4.52% | 3.86% |
| 2013 | 8.23% | -0.78% | 3.97% | -0.07% | 2.97% | -3.14% | 8.60% | -1.35% | 5.59% | 4.69% | 3.01% | 3.09% | 39.97% |
Expense Ratio
PAGRX has a high expense ratio of 1.21%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PAGRX is 76, placing it in the top 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Permanent Portfolio Aggressive Growth Portfolio provided a 0.10% dividend yield over the last twelve months, with an annual payout of $0.11 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.11 | $0.11 | $0.16 | $0.04 | $0.11 | $0.31 | $0.11 | $0.63 | $0.39 | $0.95 | $0.21 | $0.33 |
Dividend yield | 0.10% | 0.14% | 0.29% | 0.05% | 0.16% | 0.54% | 0.23% | 0.99% | 0.68% | 1.62% | 0.30% | 0.49% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.63 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $0.95 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2013 | $0.33 | $0.33 |
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.
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 79.19%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current Permanent Portfolio Aggressive Growth Portfolio drawdown is 1.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.19% | May 9, 2006 | 710 | Mar 9, 2009 | — | — | — |
| -49.74% | Sep 5, 2000 | 523 | Oct 9, 2002 | 675 | Jun 16, 2005 | 1198 |
| -29.84% | Jul 20, 1998 | 59 | Oct 8, 1998 | 64 | Jan 6, 1999 | 123 |
| -16.5% | Jul 16, 1999 | 67 | Oct 18, 1999 | 51 | Dec 28, 1999 | 118 |
| -16.05% | Mar 24, 2000 | 16 | Apr 14, 2000 | 61 | Jul 14, 2000 | 77 |
Volatility
Volatility Chart
The current Permanent Portfolio Aggressive Growth Portfolio volatility is 5.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.