FOCIX vs. PRPFX

In the year-to-date period, FOCIX achieves a 2.53% return, which is significantly lower than PRPFX's 8.94% return. Over the past 10 years, FOCIX has underperformed PRPFX with an annualized return of 5.52%, while PRPFX has yielded a comparatively higher 5.85% annualized return.

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FOCIX has a 1.00% expense ratio, which is higher than PRPFX's 0.81% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fairholme Focused Income Fund (FOCIX) 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.

The current FOCIX Sharpe Ratio is 1.20, which is comparable to the PRPFX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of FOCIX and PRPFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FOCIX's dividend yield for the trailing twelve months is around 2.25%, more than PRPFX's 0.87% yield.

The maximum FOCIX drawdown since its inception was -22.33%, smaller than the maximum PRPFX drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for FOCIX and PRPFX. For additional features, visit the drawdowns tool.