PAGRX vs. EKBAX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Allspring Diversified Capital Builder Fund (EKBAX).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAGRX or EKBAX.
Correlation
The correlation between PAGRX and EKBAX is 0.86, 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.
Performance
PAGRX vs. EKBAX - Performance Comparison
Key characteristics
PAGRX:
2.09
EKBAX:
1.41
PAGRX:
2.72
EKBAX:
1.88
PAGRX:
1.36
EKBAX:
1.26
PAGRX:
1.38
EKBAX:
1.89
PAGRX:
12.81
EKBAX:
6.46
PAGRX:
3.46%
EKBAX:
3.57%
PAGRX:
21.17%
EKBAX:
16.38%
PAGRX:
-79.19%
EKBAX:
-66.61%
PAGRX:
-4.69%
EKBAX:
-4.28%
Returns By Period
In the year-to-date period, PAGRX achieves a 2.96% return, which is significantly lower than EKBAX's 5.50% return. Both investments have delivered pretty close results over the past 10 years, with PAGRX having a 5.00% annualized return and EKBAX not far ahead at 5.20%.
PAGRX
2.96%
4.28%
15.30%
43.04%
12.11%
5.00%
EKBAX
5.50%
6.62%
5.35%
19.60%
6.09%
5.20%
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PAGRX vs. EKBAX - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than EKBAX's 1.10% expense ratio.
Risk-Adjusted Performance
PAGRX vs. EKBAX — Risk-Adjusted Performance Rank
PAGRX
EKBAX
PAGRX vs. EKBAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Allspring Diversified Capital Builder Fund (EKBAX). 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.
Dividends
PAGRX vs. EKBAX - Dividend Comparison
PAGRX's dividend yield for the trailing twelve months is around 0.22%, less than EKBAX's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.22% | 0.22% | 0.14% | 0.29% | 0.05% | 0.16% | 0.54% | 0.23% | 0.99% | 0.68% | 1.62% | 0.30% |
EKBAX Allspring Diversified Capital Builder Fund | 0.46% | 0.48% | 0.90% | 1.07% | 0.51% | 1.17% | 1.42% | 1.47% | 1.37% | 1.76% | 1.06% | 0.90% |
Drawdowns
PAGRX vs. EKBAX - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -79.19%, which is greater than EKBAX's maximum drawdown of -66.61%. Use the drawdown chart below to compare losses from any high point for PAGRX and EKBAX. For additional features, visit the drawdowns tool.
Volatility
PAGRX vs. EKBAX - Volatility Comparison
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a higher volatility of 7.21% compared to Allspring Diversified Capital Builder Fund (EKBAX) at 5.27%. This indicates that PAGRX's price experiences larger fluctuations and is considered to be riskier than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.