BOGSX vs. PRPFX
Compare and contrast key facts about Black Oak Emerging Technology Fund (BOGSX) and Permanent Portfolio Permanent Portfolio (PRPFX).
BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOGSX or PRPFX.
Correlation
The correlation between BOGSX and PRPFX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BOGSX vs. PRPFX - Performance Comparison
Key characteristics
BOGSX:
0.16
PRPFX:
2.29
BOGSX:
0.36
PRPFX:
3.10
BOGSX:
1.05
PRPFX:
1.41
BOGSX:
0.08
PRPFX:
3.26
BOGSX:
0.70
PRPFX:
11.51
BOGSX:
5.10%
PRPFX:
1.85%
BOGSX:
22.50%
PRPFX:
9.32%
BOGSX:
-92.80%
PRPFX:
-31.23%
BOGSX:
-44.17%
PRPFX:
-4.74%
Returns By Period
In the year-to-date period, BOGSX achieves a 0.83% return, which is significantly lower than PRPFX's 1.22% return. Over the past 10 years, BOGSX has outperformed PRPFX with an annualized return of 5.49%, while PRPFX has yielded a comparatively lower 4.81% annualized return.
BOGSX
0.83%
-10.66%
-10.77%
3.55%
4.27%
5.49%
PRPFX
1.22%
-1.11%
4.92%
20.42%
8.68%
4.81%
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BOGSX vs. PRPFX - Expense Ratio Comparison
BOGSX has a 1.03% expense ratio, which is higher than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
BOGSX vs. PRPFX — Risk-Adjusted Performance Rank
BOGSX
PRPFX
BOGSX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Oak Emerging Technology Fund (BOGSX) 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.
Dividends
BOGSX vs. PRPFX - Dividend Comparison
BOGSX has not paid dividends to shareholders, while PRPFX's dividend yield for the trailing twelve months is around 0.94%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOGSX Black Oak Emerging Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.94% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
BOGSX vs. PRPFX - Drawdown Comparison
The maximum BOGSX drawdown since its inception was -92.80%, which is greater than PRPFX's maximum drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for BOGSX and PRPFX. For additional features, visit the drawdowns tool.
Volatility
BOGSX vs. PRPFX - Volatility Comparison
Black Oak Emerging Technology Fund (BOGSX) has a higher volatility of 10.06% compared to Permanent Portfolio Permanent Portfolio (PRPFX) at 2.93%. This indicates that BOGSX's price experiences larger fluctuations and is considered to be riskier than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.