PRPFX vs. PAGDX
Compare and contrast key facts about Permanent Portfolio Permanent Portfolio (PRPFX) and Permanent Portfolio Aggressive Growth Fund Class A (PAGDX).
PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982. PAGDX is an actively managed fund by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
PRPFX vs. PAGDX - Performance Comparison
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PRPFX vs. PAGDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRPFX Permanent Portfolio Permanent Portfolio | 2.72% | 28.78% | 19.36% | 11.96% | -5.48% | 10.87% | 18.80% | 19.20% | -7.02% | 10.63% |
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | -3.91% | 36.58% | 44.15% | 38.39% | -26.25% | 24.53% | 37.32% | 40.01% | -12.62% | 19.29% |
Returns By Period
In the year-to-date period, PRPFX achieves a 2.72% return, which is significantly higher than PAGDX's -3.91% return.
PRPFX
- 1D
- -0.31%
- 1M
- -7.34%
- YTD
- 2.72%
- 6M
- 8.96%
- 1Y
- 25.00%
- 3Y*
- 19.97%
- 5Y*
- 12.20%
- 10Y*
- 10.84%
PAGDX
- 1D
- -1.69%
- 1M
- -8.35%
- YTD
- -3.91%
- 6M
- 0.74%
- 1Y
- 39.07%
- 3Y*
- 33.68%
- 5Y*
- 16.80%
- 10Y*
- —
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PRPFX vs. PAGDX - Expense Ratio Comparison
PRPFX has a 0.81% expense ratio, which is lower than PAGDX's 1.46% expense ratio.
Return for Risk
PRPFX vs. PAGDX — Risk / Return Rank
PRPFX
PAGDX
PRPFX vs. PAGDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Permanent Portfolio (PRPFX) and Permanent Portfolio Aggressive Growth Fund Class A (PAGDX). 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.
| PRPFX | PAGDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.53 | +0.33 |
Sortino ratioReturn per unit of downside risk | 2.31 | 2.23 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.07 | 2.57 | +0.50 |
Martin ratioReturn relative to average drawdown | 11.17 | 13.11 | -1.94 |
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
| PRPFX | PAGDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.53 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.11 | 0.69 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.74 | +0.05 |
Correlation
The correlation between PRPFX and PAGDX is 0.73, 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
PRPFX vs. PAGDX - Dividend Comparison
PRPFX's dividend yield for the trailing twelve months is around 3.18%, more than PAGDX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRPFX Permanent Portfolio Permanent Portfolio | 3.18% | 3.27% | 1.86% | 1.39% | 1.58% | 2.05% | 5.38% | 4.69% | 6.90% | 2.14% | 0.95% | 7.06% |
PAGDX Permanent Portfolio Aggressive Growth Fund Class A | 0.03% | 0.03% | 5.48% | 2.59% | 7.53% | 6.80% | 14.94% | 16.97% | 12.25% | 8.50% | 0.00% | 0.00% |
Drawdowns
PRPFX vs. PAGDX - Drawdown Comparison
The maximum PRPFX drawdown since its inception was -27.16%, smaller than the maximum PAGDX drawdown of -38.03%. Use the drawdown chart below to compare losses from any high point for PRPFX and PAGDX.
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Drawdown Indicators
| PRPFX | PAGDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.16% | -38.03% | +10.87% |
Max Drawdown (1Y)Largest decline over 1 year | -8.10% | -13.80% | +5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -15.49% | -36.66% | +21.17% |
Max Drawdown (10Y)Largest decline over 10 years | -20.84% | — | — |
Current DrawdownCurrent decline from peak | -8.10% | -9.16% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -7.46% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.71% | -0.49% |
Volatility
PRPFX vs. PAGDX - Volatility Comparison
The current volatility for Permanent Portfolio Permanent Portfolio (PRPFX) is 3.59%, while Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) has a volatility of 5.49%. This indicates that PRPFX experiences smaller price fluctuations and is considered to be less risky than PAGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRPFX | PAGDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 5.49% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 13.43% | -2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.77% | 25.50% | -11.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.04% | 24.48% | -13.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.57% | 25.08% | -14.51% |