Permanent Portfolio Permanent Portfolio (PRPFX) Alternatives
Permanent Portfolio Permanent Portfolio (PRPFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRPFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PRPFX
PRPFX charges 0.81% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PRPFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PRPFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PRPFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PRPFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PRPFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PRPFX vs BWBIX |
Best Risk-Adjusted Alternatives to PRPFX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PRPFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PRPFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PRPFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PRPFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PRPFX vs PMAIX |
Top Performing PRPFX Alternatives (YTD)
PRPFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PRPFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PRPFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PRPFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PRPFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PRPFX vs CONWX |
Lowest Volatility Alternatives to PRPFX
PRPFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PRPFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PRPFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PRPFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PRPFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PRPFX vs SICIX |
Lowest Drawdown Alternatives to PRPFX
PRPFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PRPFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PRPFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PRPFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PRPFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PRPFX vs SICIX |
Other Mutual Funds from Permanent Portfolio
Most popular Permanent Portfolio mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 88 | -3.85% | Jan 2, 1990 | PRPFX vs PAGRX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 93 | -0.17% | Sep 27, 1991 | PRPFX vs PRVBX | |
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | 99 | 0.35% | Sep 21, 1987 | PRPFX vs PRTBX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | PRPFX vs PAGDX |
Often Compared With PRPFX
What investors most often compare with PRPFX, based on PortfoliosLab usage data.
Compare PRPFX with Any Fund or Stock
Compare PRPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.