PAGRX vs. PRVBX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Permanent Portfolio Versatile Bond Portfolio (PRVBX).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. PRVBX is managed by Permanent Portfolio. It was launched on Sep 27, 1991.
Performance
PAGRX vs. PRVBX - Performance Comparison
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PAGRX vs. PRVBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -3.85% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
PRVBX Permanent Portfolio Versatile Bond Portfolio | -0.17% | 5.66% | 5.78% | 6.91% | -5.91% | 2.93% | 9.88% | 9.29% | 2.01% | 0.69% |
Returns By Period
In the year-to-date period, PAGRX achieves a -3.85% return, which is significantly lower than PRVBX's -0.17% return. Over the past 10 years, PAGRX has outperformed PRVBX with an annualized return of 18.68%, while PRVBX has yielded a comparatively lower 4.67% annualized return.
PAGRX
- 1D
- -1.68%
- 1M
- -8.33%
- YTD
- -3.85%
- 6M
- 0.87%
- 1Y
- 39.42%
- 3Y*
- 34.02%
- 5Y*
- 17.10%
- 10Y*
- 18.68%
PRVBX
- 1D
- 0.08%
- 1M
- -1.13%
- YTD
- -0.17%
- 6M
- 0.35%
- 1Y
- 4.06%
- 3Y*
- 5.37%
- 5Y*
- 2.62%
- 10Y*
- 4.67%
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PAGRX vs. PRVBX - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than PRVBX's 0.64% expense ratio.
Return for Risk
PAGRX vs. PRVBX — Risk / Return Rank
PAGRX
PRVBX
PAGRX vs. PRVBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Permanent Portfolio Versatile Bond Portfolio (PRVBX). 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 | PRVBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 2.21 | -0.67 |
Sortino ratioReturn per unit of downside risk | 2.25 | 3.21 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.45 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 2.77 | -0.17 |
Martin ratioReturn relative to average drawdown | 13.26 | 10.85 | +2.40 |
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 | PRVBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 2.21 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 1.13 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 1.07 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.29 | -0.76 |
Correlation
The correlation between PAGRX and PRVBX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PAGRX vs. PRVBX - Dividend Comparison
PAGRX's dividend yield for the trailing twelve months is around 0.03%, less than PRVBX's 4.19% 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% |
PRVBX Permanent Portfolio Versatile Bond Portfolio | 4.19% | 4.18% | 3.61% | 3.16% | 1.83% | 0.85% | 4.73% | 2.51% | 1.71% | 3.30% | 3.27% | 5.71% |
Drawdowns
PAGRX vs. PRVBX - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -55.87%, which is greater than PRVBX's maximum drawdown of -16.91%. Use the drawdown chart below to compare losses from any high point for PAGRX and PRVBX.
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Drawdown Indicators
| PAGRX | PRVBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.87% | -16.91% | -38.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -1.51% | -12.29% |
Max Drawdown (5Y)Largest decline over 5 years | -36.52% | -8.22% | -28.30% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -16.91% | -21.10% |
Current DrawdownCurrent decline from peak | -9.14% | -1.30% | -7.84% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -0.72% | -9.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 0.38% | +2.32% |
Volatility
PAGRX vs. PRVBX - Volatility Comparison
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a higher volatility of 5.49% compared to Permanent Portfolio Versatile Bond Portfolio (PRVBX) at 0.73%. This indicates that PAGRX's price experiences larger fluctuations and is considered to be riskier than PRVBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAGRX | PRVBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 0.73% | +4.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.43% | 1.21% | +12.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.49% | 1.85% | +23.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 2.33% | +22.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.47% | 4.38% | +20.09% |