PAGDX vs. SUWIX

Last updated Aug 1, 2026

PAGDX (Permanent Portfolio Aggressive Growth Fund Class A) and SUWIX (DWS Core Equity Fund Class I) are both Large Cap Blend Equities funds. Both are actively managed. Over the past 5 years, PAGDX returned 17.24%/yr vs 11.82%/yr for SUWIX. Their correlation of 0.88 means they have usually moved in the same direction. PAGDX charges 1.46%/yr vs 0.58%/yr for SUWIX.

Performance

PAGDX vs. SUWIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and DWS Core Equity Fund Class I (SUWIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PAGDX achieves a 6.76% return, which is significantly lower than SUWIX's 10.37% return.

PAGDX

• 1D: 1.18%
• 1M: -3.16%
• 6M: 3.35%
• YTD: 6.76%
• 1Y: 24.34%
• 3Y*: 30.89%
• 5Y*: 17.24%
• 10Y*: —
• ALL TIME*: 19.16%

SUWIX

• 1D: 2.18%
• 1M: 1.07%
• 6M: 8.36%
• YTD: 10.37%
• 1Y: 21.87%
• 3Y*: 17.66%
• 5Y*: 11.82%
• 10Y*: 14.56%
• ALL TIME*: 11.02%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PAGDX Permanent Portfolio Aggressive Growth Fund Class A	$0.00	$0.00	$0.00
SUWIX DWS Core Equity Fund Class I	$0.00	$0.00	$0.00

PAGDX vs. SUWIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PAGDX Permanent Portfolio Aggressive Growth Fund Class A	6.76%	36.58%	44.15%	38.39%	-26.25%	24.53%	37.32%	40.01%	-12.62%	19.29%
SUWIX DWS Core Equity Fund Class I	10.37%	16.32%	20.06%	25.57%	-15.62%	25.53%	16.13%	35.69%	-6.03%	21.55%

Correlation

The correlation between PAGDX and SUWIX is 0.81, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.81
Correlation (3Y) Balances recent behavior with more history.	0.85
Correlation (5Y) Shows whether the relationship held over a longer period.	0.88
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017	0.88

The correlation between PAGDX and SUWIX has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.

Return for Risk

PAGDX vs. SUWIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PAGDX

PAGDX Risk / Return Rank: 46
PAGDX Sharpe Ratio Rank: 38
PAGDX Sortino Ratio Rank: 37
PAGDX Omega Ratio Rank: 36
PAGDX Calmar Ratio Rank: 70
PAGDX Martin Ratio Rank: 49

SUWIX

SUWIX Risk / Return Rank: 56
SUWIX Sharpe Ratio Rank: 57
SUWIX Sortino Ratio Rank: 54
SUWIX Omega Ratio Rank: 52
SUWIX Calmar Ratio Rank: 56
SUWIX Martin Ratio Rank: 61

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PAGDX vs. SUWIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) and DWS Core Equity Fund Class I (SUWIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PAGDX	SUWIX	Difference
Sharpe ratio: Return per unit of total volatility	1.17	1.51	-0.34
Sortino ratio: Return per unit of downside risk	1.67	2.12	-0.45
Omega ratio: Gain probability vs. loss probability	1.21	1.27	-0.06
Calmar ratio: Return relative to maximum drawdown	2.30	2.08	+0.22
Martin ratio: Return relative to average drawdown	6.78	8.22	-1.44

PAGDX vs. SUWIX - Sharpe Ratio Comparison

The current PAGDX Sharpe Ratio is 1.17, which is comparable to the SUWIX Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of PAGDX and SUWIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PAGDX vs. SUWIX - Drawdown Comparison

The maximum PAGDX drawdown since its inception was -38.03%, smaller than the maximum SUWIX drawdown of -55.10%. Use the drawdown chart below to compare losses from any high point for PAGDX and SUWIX.

Drawdown Indicators

	PAGDX	SUWIX	Difference
Max Drawdown Largest peak-to-trough decline	-38.03%	-55.10%	+17.07%
Max Drawdown (1Y) Largest decline over 1 year	-9.20%	-9.53%	+0.33%
Max Drawdown (3Y) Largest decline over 3 years	-26.37%	-20.71%	-5.66%
Max Drawdown (5Y) Largest decline over 5 years	-36.66%	-22.78%	-13.88%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.09%	—
Current Drawdown Current decline from peak	-8.13%	-1.42%	-6.71%
Average Drawdown Average peak-to-trough decline	-7.32%	-6.59%	-0.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.12%	2.41%	+0.71%

Volatility

PAGDX vs. SUWIX - Volatility Comparison

Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) has a higher volatility of 4.20% compared to DWS Core Equity Fund Class I (SUWIX) at 3.78%. This indicates that PAGDX's price experiences larger fluctuations and is considered to be riskier than SUWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PAGDX	SUWIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.20%	3.78%	+0.42%
Volatility (6M) Calculated over the trailing 6-month period	13.89%	10.32%	+3.57%
Volatility (1Y) Calculated over the trailing 1-year period	18.13%	13.16%	+4.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.54%	17.20%	+7.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.88%	18.38%	+6.50%

PAGDX vs. SUWIX - Expense Ratio Comparison

PAGDX has a 1.46% expense ratio, which is higher than SUWIX's 0.58% expense ratio.

Dividends

PAGDX vs. SUWIX - Dividend Comparison

PAGDX's dividend yield for the trailing twelve months is around 0.03%, less than SUWIX's 9.44% yield.

Position	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%
SUWIX DWS Core Equity Fund Class I	9.44%	10.46%	9.08%	5.10%	9.25%	14.07%	6.70%	8.89%	14.12%	6.16%	6.95%	8.77%

Frequently Asked Questions

Can I hold both PAGDX and SUWIX in my portfolio?

PAGDX and SUWIX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PAGDX or SUWIX?

PAGDX has higher volatility (4.20%) compared to SUWIX (3.78%). In terms of maximum drawdown, PAGDX dropped -38.03% vs SUWIX's -55.10%.

Which has better risk-adjusted returns?

SUWIX currently has the higher Sharpe Ratio (1.51 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.