PAGRX vs. SSSYX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and State Street Equity 500 Index Fund Class K (SSSYX).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
PAGRX vs. SSSYX - Performance Comparison
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PAGRX vs. SSSYX - 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% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, PAGRX achieves a -0.28% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, PAGRX has outperformed SSSYX with an annualized return of 19.12%, while SSSYX has yielded a comparatively lower 14.02% 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%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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PAGRX vs. SSSYX - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
PAGRX vs. SSSYX — Risk / Return Rank
PAGRX
SSSYX
PAGRX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 0.97 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.49 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.23 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.52 | +1.69 |
Martin ratioReturn relative to average drawdown | 16.28 | 7.30 | +8.98 |
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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.97 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.11 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.11 | +0.42 |
Correlation
The correlation between PAGRX and SSSYX is 0.88, 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. SSSYX - Dividend Comparison
PAGRX's dividend yield for the trailing twelve months is around 0.03%, less than SSSYX's 1.51% 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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
PAGRX vs. SSSYX - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -55.87%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for PAGRX and SSSYX.
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Drawdown Indicators
| PAGRX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.87% | -91.48% | +35.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -12.10% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -36.52% | -24.49% | -12.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -91.48% | +53.47% |
Current DrawdownCurrent decline from peak | -5.77% | -6.22% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -4.20% | -5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.52% | +0.21% |
Volatility
PAGRX vs. SSSYX - Volatility Comparison
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a higher volatility of 6.77% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 5.34%. This indicates that PAGRX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PAGRX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 5.34% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 9.53% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.69% | 18.29% | +7.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 16.89% | +7.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.49% | 124.43% | -99.94% |