PAGRX vs. CCIZX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Columbia Seligman Technology and Information Fund Institutional Class (CCIZX).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. CCIZX is an actively managed fund by Columbia. It was launched on Sep 27, 2010.
Performance
PAGRX vs. CCIZX - Performance Comparison
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PAGRX vs. CCIZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 5.82% | 37.68% | 27.01% | 44.64% | -30.98% | 39.31% | 44.80% | 54.52% | -7.86% | 34.41% |
Returns By Period
In the year-to-date period, PAGRX achieves a -0.28% return, which is significantly lower than CCIZX's 5.82% return. Over the past 10 years, PAGRX has underperformed CCIZX with an annualized return of 19.12%, while CCIZX has yielded a comparatively higher 23.18% annualized return.
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%
CCIZX
- 1D
- 5.58%
- 1M
- -4.94%
- YTD
- 5.82%
- 6M
- 9.63%
- 1Y
- 65.69%
- 3Y*
- 31.97%
- 5Y*
- 17.37%
- 10Y*
- 23.18%
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PAGRX vs. CCIZX - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than CCIZX's 0.91% expense ratio.
Return for Risk
PAGRX vs. CCIZX — Risk / Return Rank
PAGRX
CCIZX
PAGRX vs. CCIZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Columbia Seligman Technology and Information Fund Institutional Class (CCIZX). 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.
| PAGRX | CCIZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 2.19 | -0.44 |
Sortino ratioReturn per unit of downside risk | 2.49 | 2.76 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.39 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 4.50 | -1.28 |
Martin ratioReturn relative to average drawdown | 16.28 | 16.98 | -0.71 |
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
| PAGRX | CCIZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 2.19 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.67 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.89 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.80 | -0.27 |
Correlation
The correlation between PAGRX and CCIZX is 0.84, 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
PAGRX vs. CCIZX - Dividend Comparison
PAGRX's dividend yield for the trailing twelve months is around 0.03%, less than CCIZX's 7.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 7.55% | 7.99% | 12.19% | 4.54% | 8.14% | 10.50% | 9.41% | 10.49% | 11.33% | 10.47% | 7.80% | 10.30% |
Drawdowns
PAGRX vs. CCIZX - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -55.87%, which is greater than CCIZX's maximum drawdown of -37.20%. Use the drawdown chart below to compare losses from any high point for PAGRX and CCIZX.
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Drawdown Indicators
| PAGRX | CCIZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.87% | -37.20% | -18.67% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -14.87% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -36.52% | -37.20% | +0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -37.20% | -0.81% |
Current DrawdownCurrent decline from peak | -5.77% | -7.01% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -6.90% | -3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.94% | -1.21% |
Volatility
PAGRX vs. CCIZX - Volatility Comparison
The current volatility for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) is 6.77%, while Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has a volatility of 11.14%. This indicates that PAGRX experiences smaller price fluctuations and is considered to be less risky than CCIZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAGRX | CCIZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 11.14% | -4.37% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 21.67% | -7.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.69% | 30.99% | -5.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 26.07% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.49% | 25.98% | -1.49% |