HSTRX vs. PRPFX
Compare and contrast key facts about Hussman Strategic Total Return Fund (HSTRX) and Permanent Portfolio Permanent Portfolio (PRPFX).
HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002. 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: HSTRX or PRPFX.
Correlation
The correlation between HSTRX and PRPFX is 0.55, 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
HSTRX vs. PRPFX - Performance Comparison
Key characteristics
HSTRX:
2.44
PRPFX:
2.97
HSTRX:
3.71
PRPFX:
4.03
HSTRX:
1.45
PRPFX:
1.54
HSTRX:
1.72
PRPFX:
4.32
HSTRX:
10.54
PRPFX:
14.53
HSTRX:
1.25%
PRPFX:
1.94%
HSTRX:
5.40%
PRPFX:
9.53%
HSTRX:
-14.31%
PRPFX:
-31.23%
HSTRX:
-0.29%
PRPFX:
-0.06%
Returns By Period
In the year-to-date period, HSTRX achieves a 2.65% return, which is significantly lower than PRPFX's 7.27% return. Over the past 10 years, HSTRX has underperformed PRPFX with an annualized return of 3.86%, while PRPFX has yielded a comparatively higher 5.59% annualized return.
HSTRX
2.65%
1.94%
2.87%
12.17%
3.95%
3.86%
PRPFX
7.27%
3.82%
11.71%
26.44%
9.82%
5.59%
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HSTRX vs. PRPFX - Expense Ratio Comparison
HSTRX has a 0.75% expense ratio, which is lower than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
HSTRX vs. PRPFX — Risk-Adjusted Performance Rank
HSTRX
PRPFX
HSTRX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hussman Strategic Total Return Fund (HSTRX) 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
HSTRX vs. PRPFX - Dividend Comparison
HSTRX's dividend yield for the trailing twelve months is around 2.84%, more than PRPFX's 0.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTRX Hussman Strategic Total Return Fund | 2.84% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.88% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
HSTRX vs. PRPFX - Drawdown Comparison
The maximum HSTRX drawdown since its inception was -14.31%, smaller than the maximum PRPFX drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for HSTRX and PRPFX. For additional features, visit the drawdowns tool.
Volatility
HSTRX vs. PRPFX - Volatility Comparison
The current volatility for Hussman Strategic Total Return Fund (HSTRX) is 1.64%, while Permanent Portfolio Permanent Portfolio (PRPFX) has a volatility of 2.97%. This indicates that HSTRX 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.