JUESX vs. PAGRX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
JUESX is managed by JPMorgan. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
JUESX vs. PAGRX - Performance Comparison
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JUESX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -7.67% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.28% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, JUESX achieves a -7.67% return, which is significantly lower than PAGRX's -0.28% return. Over the past 10 years, JUESX has underperformed PAGRX with an annualized return of 14.45%, while PAGRX has yielded a comparatively higher 19.12% annualized return.
JUESX
- 1D
- 2.99%
- 1M
- -5.96%
- YTD
- -7.67%
- 6M
- -7.31%
- 1Y
- 11.28%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- 14.45%
PAGRX
- 1D
- 3.71%
- 1M
- -5.53%
- YTD
- -0.28%
- 6M
- 4.30%
- 1Y
- 43.96%
- 3Y*
- 35.66%
- 5Y*
- 17.52%
- 10Y*
- 19.12%
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JUESX vs. PAGRX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
JUESX vs. PAGRX — Risk / Return Rank
JUESX
PAGRX
JUESX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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.
| JUESX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.74 | -1.10 |
Sortino ratioReturn per unit of downside risk | 1.06 | 2.49 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.37 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 3.21 | -2.16 |
Martin ratioReturn relative to average drawdown | 3.88 | 16.28 | -12.40 |
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
| JUESX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.74 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.72 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.78 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.53 | -0.14 |
Correlation
The correlation between JUESX and PAGRX is 0.88, 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
JUESX vs. PAGRX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.21% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Drawdowns
JUESX vs. PAGRX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, which is greater than PAGRX's maximum drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for JUESX and PAGRX.
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Drawdown Indicators
| JUESX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -55.87% | -2.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -13.80% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -36.52% | +11.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -38.01% | +4.60% |
Current DrawdownCurrent decline from peak | -9.36% | -5.77% | -3.59% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -10.09% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.73% | +0.54% |
Volatility
JUESX vs. PAGRX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 5.55%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 6.77%. This indicates that JUESX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUESX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.77% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 13.91% | -4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 25.69% | -7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 24.53% | -7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 24.49% | -5.93% |