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Permanent Portfolio Permanent Portfolio (PRPFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US7141991064

CUSIP

714199106

Inception Date

Nov 30, 1982

Min. Investment

$1,000

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

PRPFX has an expense ratio of 0.81%, placing it in the medium range.


Expense ratio chart for PRPFX: current value is 0.81%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PRPFX: 0.81%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Permanent Portfolio Permanent Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%December2025FebruaryMarchAprilMay
692.51%
2,325.74%
PRPFX (Permanent Portfolio Permanent Portfolio)
Benchmark (^GSPC)

Returns By Period

Permanent Portfolio Permanent Portfolio (PRPFX) returned 8.41% year-to-date (YTD) and 21.11% over the past 12 months. Over the past 10 years, PRPFX returned 5.78% annually, underperforming the S&P 500 benchmark at 10.56%.


PRPFX

YTD

8.41%

1M

1.62%

6M

6.35%

1Y

21.11%

5Y*

11.93%

10Y*

5.78%

^GSPC (Benchmark)

YTD

-3.31%

1M

0.28%

6M

-0.74%

1Y

12.29%

5Y*

15.01%

10Y*

10.56%

*Annualized

Monthly Returns

The table below presents the monthly returns of PRPFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.56%1.27%0.90%1.87%0.56%8.41%
2024-0.74%2.05%4.74%-0.46%3.18%1.09%2.14%1.98%3.13%1.95%3.45%-5.18%18.33%
20234.24%-3.70%1.97%0.08%-1.24%2.41%4.35%-0.74%-3.03%0.23%4.25%2.16%11.10%
2022-3.53%1.91%2.53%-5.07%-0.13%-5.56%3.42%-2.68%-4.19%4.10%5.38%-2.24%-6.67%
20210.48%2.45%1.21%3.55%2.93%-1.25%0.12%0.26%-3.01%2.49%-0.84%0.48%9.01%
20200.49%-3.88%-9.40%8.97%5.04%2.60%5.94%3.24%-4.17%-0.07%5.79%-0.17%13.70%
20196.10%1.34%0.47%0.75%-2.84%4.77%0.65%0.57%-0.65%1.33%0.96%0.63%14.71%
20182.02%-3.21%-0.17%0.05%1.92%-0.94%-0.29%0.10%-0.27%-3.95%0.66%-8.28%-12.11%
20173.36%0.77%-0.08%0.38%-0.13%0.03%2.38%1.81%-0.34%-0.34%0.83%0.90%9.93%
2016-0.52%3.70%4.26%3.15%-2.66%3.94%2.86%-2.08%0.97%-2.03%-0.80%-0.66%10.21%
20152.91%-0.44%-1.36%0.10%-0.42%-1.78%-2.09%-1.62%-1.03%3.51%-2.69%-7.07%-11.72%
2014-0.23%3.93%-1.43%0.64%-0.41%2.86%-1.01%0.58%-3.98%-0.44%-0.21%-7.59%-7.53%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 92, PRPFX is among the top 8% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PRPFX is 9292
Overall Rank
The Sharpe Ratio Rank of PRPFX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of PRPFX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of PRPFX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of PRPFX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of PRPFX is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Permanent Portfolio Permanent Portfolio (PRPFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for PRPFX, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.00
PRPFX: 1.82
^GSPC: 0.67
The chart of Sortino ratio for PRPFX, currently valued at 2.52, compared to the broader market-2.000.002.004.006.008.00
PRPFX: 2.52
^GSPC: 1.05
The chart of Omega ratio for PRPFX, currently valued at 1.35, compared to the broader market0.501.001.502.002.503.00
PRPFX: 1.35
^GSPC: 1.16
The chart of Calmar ratio for PRPFX, currently valued at 2.62, compared to the broader market0.002.004.006.008.0010.00
PRPFX: 2.62
^GSPC: 0.68
The chart of Martin ratio for PRPFX, currently valued at 9.04, compared to the broader market0.0010.0020.0030.0040.00
PRPFX: 9.04
^GSPC: 2.70

The current Permanent Portfolio Permanent Portfolio Sharpe ratio is 1.82. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Permanent Portfolio Permanent Portfolio with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
1.82
0.67
PRPFX (Permanent Portfolio Permanent Portfolio)
Benchmark (^GSPC)

Dividends

Dividend History

Permanent Portfolio Permanent Portfolio provided a 0.87% dividend yield over the last twelve months, with an annual payout of $0.57 per share. The fund has been increasing its distributions for 2 consecutive years.


0.40%0.60%0.80%1.00%1.20%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.57$0.57$0.33$0.14$0.18$0.43$0.39$0.32$0.34$0.31$0.41$0.27

Dividend yield

0.87%0.95%0.65%0.31%0.36%0.93%0.97%0.88%0.82%0.82%1.19%0.68%

Monthly Dividends

The table displays the monthly dividend distributions for Permanent Portfolio Permanent Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.57$0.57
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.14
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43
2019$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
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.32
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2016$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
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41$0.41
2014$0.27$0.27

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay0
-7.45%
PRPFX (Permanent Portfolio Permanent Portfolio)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Permanent Portfolio Permanent 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 Permanent Portfolio was 31.23%, occurring on Jan 20, 2016. Recovery took 1227 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.23%Sep 17, 2012840Jan 20, 20161227Dec 2, 20202067
-27.16%May 21, 2008128Nov 20, 2008221Oct 8, 2009349
-16.9%Nov 15, 2021217Sep 26, 2022310Dec 19, 2023527
-10.64%Oct 6, 1997572Dec 14, 1999475Nov 7, 20011047
-10.3%May 12, 200622Jun 13, 2006117Nov 29, 2006139

Volatility

Volatility Chart

The current Permanent Portfolio Permanent Portfolio volatility is 7.10%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
7.10%
14.17%
PRPFX (Permanent Portfolio Permanent Portfolio)
Benchmark (^GSPC)