PAGRX vs. RCMFX

Last updated Apr 2, 2026

Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Schwartz Value Focused Fund (RCMFX).

PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. RCMFX is managed by Schwartz. It was launched on Dec 30, 1983.

Performance

PAGRX vs. RCMFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Schwartz Value Focused Fund (RCMFX). The values are adjusted to include any dividend payments, if applicable.

PAGRX vs. RCMFX - 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%
RCMFX Schwartz Value Focused Fund	0.00%	7.68%	62.73%	1.14%	21.16%	31.12%	11.68%	18.67%	-8.13%	13.71%

Returns By Period

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%

RCMFX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PAGRX vs. RCMFX - Expense Ratio Comparison

PAGRX has a 1.21% expense ratio, which is lower than RCMFX's 1.26% expense ratio.

RCMFX

Schwartz Value Focused Fund

PAGRX

Permanent Portfolio Aggressive Growth Portfolio

Return for Risk

PAGRX vs. RCMFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PAGRX

PAGRX Risk / Return Rank: 91
PAGRX Sharpe Ratio Rank: 87
PAGRX Sortino Ratio Rank: 89
PAGRX Omega Ratio Rank: 86
PAGRX Calmar Ratio Rank: 94
PAGRX Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PAGRX vs. RCMFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Schwartz Value Focused Fund (RCMFX). 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	RCMFX	Difference
Sharpe ratio Return per unit of total volatility	1.74	—	—
Sortino ratio Return per unit of downside risk	2.49	—	—
Omega ratio Gain probability vs. loss probability	1.37	—	—
Calmar ratio Return relative to maximum drawdown	3.21	—	—
Martin ratio Return relative to average drawdown	16.28	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	PAGRX	RCMFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.74	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.72	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.78	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	—	—

Correlation

The correlation between PAGRX and RCMFX is 0.70, 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

PAGRX vs. RCMFX - Dividend Comparison

PAGRX's dividend yield for the trailing twelve months is around 0.03%, while RCMFX has not paid dividends to shareholders.

	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%
RCMFX Schwartz Value Focused Fund	0.00%	0.00%	30.02%	4.29%	0.87%	6.72%	2.45%	0.00%	2.81%	7.64%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	PAGRX	RCMFX	Difference
Max Drawdown Largest peak-to-trough decline	-55.87%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-13.80%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-36.52%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.01%	—	—
Current Drawdown Current decline from peak	-5.77%	—	—
Average Drawdown Average peak-to-trough decline	-10.09%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.73%	—	—

Volatility

Volatility by Period

	PAGRX	RCMFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.77%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.91%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	25.69%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.53%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.49%	—	—