BAMPX vs. PRPFX
Compare and contrast key facts about BlackRock 40/60 Target Allocation Inv A (BAMPX) and Permanent Portfolio Permanent Portfolio (PRPFX).
BAMPX is managed by BlackRock. It was launched on Feb 5, 2007. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Performance
BAMPX vs. PRPFX - Performance Comparison
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BAMPX vs. PRPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | -2.95% | 13.05% | 8.15% | 11.99% | -15.08% | 3.39% | 19.09% | 16.23% | -4.07% | 11.28% |
PRPFX Permanent Portfolio Permanent Portfolio | 2.72% | 28.78% | 19.36% | 11.96% | -5.48% | 10.87% | 18.80% | 19.20% | -7.02% | 11.42% |
Returns By Period
In the year-to-date period, BAMPX achieves a -2.95% return, which is significantly lower than PRPFX's 2.72% return. Over the past 10 years, BAMPX has underperformed PRPFX with an annualized return of 5.96%, while PRPFX has yielded a comparatively higher 10.84% annualized return.
BAMPX
- 1D
- -0.08%
- 1M
- -5.60%
- YTD
- -2.95%
- 6M
- -1.32%
- 1Y
- 9.53%
- 3Y*
- 8.58%
- 5Y*
- 3.74%
- 10Y*
- 5.96%
PRPFX
- 1D
- -0.31%
- 1M
- -7.34%
- YTD
- 2.72%
- 6M
- 8.96%
- 1Y
- 25.00%
- 3Y*
- 19.97%
- 5Y*
- 12.20%
- 10Y*
- 10.84%
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BAMPX vs. PRPFX - Expense Ratio Comparison
BAMPX has a 0.61% expense ratio, which is lower than PRPFX's 0.81% expense ratio.
Return for Risk
BAMPX vs. PRPFX — Risk / Return Rank
BAMPX
PRPFX
BAMPX vs. PRPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) and Permanent Portfolio Permanent Portfolio (PRPFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BAMPX | PRPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.86 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.66 | 2.31 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.40 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 3.07 | -1.59 |
Martin ratioReturn relative to average drawdown | 6.11 | 11.17 | -5.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAMPX | PRPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.86 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 1.11 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 1.03 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.80 | -0.27 |
Correlation
The correlation between BAMPX and PRPFX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAMPX vs. PRPFX - Dividend Comparison
BAMPX's dividend yield for the trailing twelve months is around 5.57%, more than PRPFX's 3.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAMPX BlackRock 40/60 Target Allocation Inv A | 5.57% | 5.40% | 3.11% | 2.67% | 2.72% | 6.11% | 4.12% | 2.36% | 7.62% | 2.17% | 1.57% | 9.54% |
PRPFX Permanent Portfolio Permanent Portfolio | 3.18% | 3.27% | 1.86% | 1.39% | 1.58% | 2.05% | 5.38% | 4.69% | 6.90% | 2.14% | 0.95% | 7.06% |
Drawdowns
BAMPX vs. PRPFX - Drawdown Comparison
The maximum BAMPX drawdown since its inception was -39.58%, which is greater than PRPFX's maximum drawdown of -27.16%. Use the drawdown chart below to compare losses from any high point for BAMPX and PRPFX.
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Drawdown Indicators
| BAMPX | PRPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.58% | -27.16% | -12.42% |
Max Drawdown (1Y)Largest decline over 1 year | -6.06% | -8.10% | +2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -20.13% | -15.49% | -4.64% |
Max Drawdown (10Y)Largest decline over 10 years | -20.13% | -20.84% | +0.71% |
Current DrawdownCurrent decline from peak | -5.81% | -8.10% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -3.52% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 2.22% | -0.76% |
Volatility
BAMPX vs. PRPFX - Volatility Comparison
The current volatility for BlackRock 40/60 Target Allocation Inv A (BAMPX) is 3.11%, while Permanent Portfolio Permanent Portfolio (PRPFX) has a volatility of 3.59%. This indicates that BAMPX experiences smaller price fluctuations and is considered to be less risky than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAMPX | PRPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.11% | 3.59% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 4.98% | 11.32% | -6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 13.77% | -5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.97% | 11.04% | -2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.39% | 10.57% | -2.18% |