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 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HSTRX vs. PRPFX - Performance Comparison
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Key characteristics
HSTRX:
1.66
PRPFX:
1.65
HSTRX:
2.50
PRPFX:
2.46
HSTRX:
1.33
PRPFX:
1.34
HSTRX:
3.20
PRPFX:
2.55
HSTRX:
8.81
PRPFX:
8.79
HSTRX:
1.31%
PRPFX:
2.37%
HSTRX:
6.53%
PRPFX:
11.74%
HSTRX:
-14.31%
PRPFX:
-31.23%
HSTRX:
-2.44%
PRPFX:
-0.00%
Returns By Period
In the year-to-date period, HSTRX achieves a 6.84% return, which is significantly lower than PRPFX's 10.30% return. Over the past 10 years, HSTRX has underperformed PRPFX with an annualized return of 4.24%, while PRPFX has yielded a comparatively higher 5.84% annualized return.
HSTRX
6.84%
-1.87%
7.25%
10.74%
3.01%
4.24%
PRPFX
10.30%
5.06%
7.60%
19.15%
11.76%
5.84%
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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.
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Dividends
HSTRX vs. PRPFX - Dividend Comparison
HSTRX's dividend yield for the trailing twelve months is around 3.13%, more than PRPFX's 0.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTRX Hussman Strategic Total Return Fund | 3.13% | 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 | 0.86% | 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.
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Volatility
HSTRX vs. PRPFX - Volatility Comparison
Hussman Strategic Total Return Fund (HSTRX) has a higher volatility of 3.33% compared to Permanent Portfolio Permanent Portfolio (PRPFX) at 2.39%. This indicates that HSTRX'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.
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