PAGDX vs. FSKAX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and Fidelity Total Market Index Fund (FSKAX).
PAGDX is an actively managed fund by Permanent Portfolio. It was launched on Jan 2, 1990. FSKAX is managed by Fidelity.
Performance
PAGDX vs. FSKAX - Performance Comparison
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PAGDX vs. FSKAX - 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% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 19.87% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PAGDX having a -3.91% return and FSKAX slightly lower at -3.98%.
PAGDX
- 1D
- -1.69%
- 1M
- -8.35%
- YTD
- -3.91%
- 6M
- 0.74%
- 1Y
- 39.07%
- 3Y*
- 33.68%
- 5Y*
- 16.80%
- 10Y*
- —
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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PAGDX vs. FSKAX - Expense Ratio Comparison
PAGDX has a 1.46% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
PAGDX vs. FSKAX — Risk / Return Rank
PAGDX
FSKAX
PAGDX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and Fidelity Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.98 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.23 | 1.49 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.57 | 1.50 | +1.06 |
Martin ratioReturn relative to average drawdown | 13.11 | 7.20 | +5.91 |
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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.98 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.61 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.79 | -0.05 |
Correlation
The correlation between PAGDX and FSKAX 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. FSKAX - Dividend Comparison
PAGDX's dividend yield for the trailing twelve months is around 0.03%, less than FSKAX's 1.06% 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% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
PAGDX vs. FSKAX - Drawdown Comparison
The maximum PAGDX drawdown since its inception was -38.03%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for PAGDX and FSKAX.
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Drawdown Indicators
| PAGDX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.03% | -35.01% | -3.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -12.42% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -36.66% | -25.39% | -11.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.01% | — |
Current DrawdownCurrent decline from peak | -9.16% | -6.20% | -2.96% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -4.05% | -3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.60% | +0.11% |
Volatility
PAGDX vs. FSKAX - Volatility Comparison
Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 5.49% and 5.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAGDX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.52% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.43% | 9.85% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.50% | 18.69% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.48% | 17.42% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.08% | 18.44% | +6.64% |