PAGDX vs. AFIFX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and American Funds Fundamental Investors Class F-1 (AFIFX).
PAGDX is an actively managed fund by Permanent Portfolio. It was launched on Jan 2, 1990. AFIFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
PAGDX vs. AFIFX - Performance Comparison
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PAGDX vs. AFIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | -3.91% | 36.58% | 44.15% | 38.39% | -26.25% | 24.53% | 37.32% | 40.01% | -12.62% | 19.29% |
AFIFX American Funds Fundamental Investors Class F-1 | -6.14% | 24.12% | 22.68% | 25.78% | -16.69% | 22.36% | 14.85% | 27.00% | -8.19% | 21.85% |
Returns By Period
In the year-to-date period, PAGDX achieves a -3.91% return, which is significantly higher than AFIFX's -6.14% return.
PAGDX
- 1D
- -1.69%
- 1M
- -8.35%
- YTD
- -3.91%
- 6M
- 0.74%
- 1Y
- 39.07%
- 3Y*
- 33.68%
- 5Y*
- 16.80%
- 10Y*
- —
AFIFX
- 1D
- -0.62%
- 1M
- -9.89%
- YTD
- -6.14%
- 6M
- -2.12%
- 1Y
- 20.38%
- 3Y*
- 19.28%
- 5Y*
- 11.51%
- 10Y*
- 12.86%
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PAGDX vs. AFIFX - Expense Ratio Comparison
PAGDX has a 1.46% expense ratio, which is higher than AFIFX's 0.64% expense ratio.
Return for Risk
PAGDX vs. AFIFX — Risk / Return Rank
PAGDX
AFIFX
PAGDX vs. AFIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and American Funds Fundamental Investors Class F-1 (AFIFX). 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.
| PAGDX | AFIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.15 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.23 | 1.74 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.57 | 1.60 | +0.97 |
Martin ratioReturn relative to average drawdown | 13.11 | 7.16 | +5.95 |
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
| PAGDX | AFIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.15 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.69 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.54 | +0.20 |
Correlation
The correlation between PAGDX and AFIFX is 0.90, 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
PAGDX vs. AFIFX - Dividend Comparison
PAGDX's dividend yield for the trailing twelve months is around 0.03%, less than AFIFX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | 0.03% | 0.03% | 5.48% | 2.59% | 7.53% | 6.80% | 14.94% | 16.97% | 12.25% | 8.50% | 0.00% | 0.00% |
AFIFX American Funds Fundamental Investors Class F-1 | 9.05% | 8.48% | 8.84% | 5.76% | 4.92% | 10.91% | 2.57% | 6.86% | 9.21% | 7.21% | 4.65% | 6.01% |
Drawdowns
PAGDX vs. AFIFX - Drawdown Comparison
The maximum PAGDX drawdown since its inception was -38.03%, smaller than the maximum AFIFX drawdown of -53.25%. Use the drawdown chart below to compare losses from any high point for PAGDX and AFIFX.
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Drawdown Indicators
| PAGDX | AFIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.03% | -53.25% | +15.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -11.36% | -2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -36.66% | -25.11% | -11.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -9.16% | -10.67% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -7.41% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.54% | +0.17% |
Volatility
PAGDX vs. AFIFX - Volatility Comparison
Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) has a higher volatility of 5.49% compared to American Funds Fundamental Investors Class F-1 (AFIFX) at 4.98%. This indicates that PAGDX's price experiences larger fluctuations and is considered to be riskier than AFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAGDX | AFIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.98% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.43% | 10.64% | +2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.50% | 17.95% | +7.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.48% | 16.67% | +7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.08% | 17.65% | +7.43% |