PAGRX vs. VITPX
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
PAGRX vs. VITPX - Performance Comparison
Loading graphics...
PAGRX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.08% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.28% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, PAGRX achieves a -0.08% return, which is significantly higher than VITPX's -3.28% return. Over the past 10 years, PAGRX has outperformed VITPX with an annualized return of 19.14%, while VITPX has yielded a comparatively lower 13.75% annualized return.
PAGRX
- 1D
- 0.21%
- 1M
- -4.32%
- YTD
- -0.08%
- 6M
- 3.76%
- 1Y
- 42.37%
- 3Y*
- 35.75%
- 5Y*
- 17.57%
- 10Y*
- 19.14%
VITPX
- 1D
- 0.72%
- 1M
- -3.41%
- YTD
- -3.28%
- 6M
- -1.37%
- 1Y
- 17.65%
- 3Y*
- 18.68%
- 5Y*
- 10.97%
- 10Y*
- 13.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PAGRX vs. VITPX - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
PAGRX vs. VITPX — Risk / Return Rank
PAGRX
VITPX
PAGRX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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 | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 1.00 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.53 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.23 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 1.54 | +1.72 |
Martin ratioReturn relative to average drawdown | 16.34 | 7.31 | +9.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PAGRX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 1.00 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.63 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Correlation
The correlation between PAGRX and VITPX is 0.93, 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. VITPX - Dividend Comparison
PAGRX's dividend yield for the trailing twelve months is around 0.03%, less than VITPX's 2.59% 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% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.59% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
PAGRX vs. VITPX - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -55.87%, roughly equal to the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for PAGRX and VITPX.
Loading graphics...
Drawdown Indicators
| PAGRX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.87% | -55.28% | -0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.14% | -8.92% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -36.52% | -25.31% | -11.21% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -34.99% | -3.02% |
Current DrawdownCurrent decline from peak | -5.57% | -5.54% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -8.07% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.61% | +0.14% |
Volatility
PAGRX vs. VITPX - Volatility Comparison
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a higher volatility of 6.73% compared to Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) at 5.51%. This indicates that PAGRX's price experiences larger fluctuations and is considered to be riskier than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PAGRX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.51% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 13.90% | 9.81% | +4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.69% | 18.62% | +7.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.52% | 17.36% | +7.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.49% | 18.39% | +6.10% |