PAGDX vs. ORDNX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and North Square Preferred and Income Securities Fund (ORDNX).
PAGDX is an actively managed fund by Permanent Portfolio. It was launched on Jan 2, 1990. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
PAGDX vs. ORDNX - Performance Comparison
Loading graphics...
PAGDX vs. ORDNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | -0.34% | 36.58% | 44.15% | 38.39% | -26.25% | 24.53% | 37.32% | 40.01% | -12.62% | 19.29% |
ORDNX North Square Preferred and Income Securities Fund | -0.77% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 31.10% | -0.98% | 19.55% |
Returns By Period
In the year-to-date period, PAGDX achieves a -0.34% return, which is significantly higher than ORDNX's -0.77% return.
PAGDX
- 1D
- 3.72%
- 1M
- -5.55%
- YTD
- -0.34%
- 6M
- 4.17%
- 1Y
- 43.60%
- 3Y*
- 35.31%
- 5Y*
- 17.23%
- 10Y*
- —
ORDNX
- 1D
- 0.43%
- 1M
- -1.55%
- YTD
- -0.77%
- 6M
- -0.18%
- 1Y
- 5.08%
- 3Y*
- 12.10%
- 5Y*
- 7.57%
- 10Y*
- 11.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PAGDX vs. ORDNX - Expense Ratio Comparison
PAGDX has a 1.46% expense ratio, which is higher than ORDNX's 1.27% expense ratio.
Return for Risk
PAGDX vs. ORDNX — Risk / Return Rank
PAGDX
ORDNX
PAGDX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and North Square Preferred and Income Securities Fund (ORDNX). 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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 1.92 | -0.19 |
Sortino ratioReturn per unit of downside risk | 2.47 | 2.42 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.43 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.19 | 1.87 | +1.31 |
Martin ratioReturn relative to average drawdown | 16.11 | 7.04 | +9.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PAGDX | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 1.92 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 1.08 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.73 | +0.03 |
Correlation
The correlation between PAGDX and ORDNX is 0.60, 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.
Dividends
PAGDX vs. ORDNX - Dividend Comparison
PAGDX's dividend yield for the trailing twelve months is around 0.03%, less than ORDNX's 6.74% 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% |
ORDNX North Square Preferred and Income Securities Fund | 6.74% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
PAGDX vs. ORDNX - Drawdown Comparison
The maximum PAGDX drawdown since its inception was -38.03%, which is greater than ORDNX's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for PAGDX and ORDNX.
Loading graphics...
Drawdown Indicators
| PAGDX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.03% | -34.40% | -3.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -2.66% | -11.14% |
Max Drawdown (5Y)Largest decline over 5 years | -36.66% | -18.77% | -17.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.40% | — |
Current DrawdownCurrent decline from peak | -5.78% | -2.15% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -3.86% | -3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 0.71% | +2.02% |
Volatility
PAGDX vs. ORDNX - Volatility Comparison
Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) has a higher volatility of 6.78% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that PAGDX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PAGDX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 1.18% | +5.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 1.74% | +12.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.70% | 2.66% | +23.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 7.08% | +17.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.10% | 14.24% | +10.86% |