PRPFX vs. PAGRX
PRPFX (Permanent Portfolio Class I) and PAGRX (Permanent Portfolio Aggressive Growth Portfolio Class I) are both mutual funds - PRPFX is a Diversified Portfolio fund actively managed by Permanent Portfolio, while PAGRX is a Large Cap Blend Equities fund actively managed by Permanent Portfolio. Both are actively managed. Over the past 10 years, PRPFX returned 9.97%/yr vs 19.45%/yr for PAGRX. Their 0.63 correlation means they have sometimes moved together and sometimes differently. PRPFX charges 0.81%/yr vs 1.10%/yr for PAGRX.
Performance
PRPFX vs. PAGRX - Performance Comparison
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Returns By Period
In the year-to-date period, PRPFX achieves a 2.08% return, which is significantly lower than PAGRX's 6.91% return. Over the past 10 years, PRPFX has underperformed PAGRX with an annualized return of 9.97%, while PAGRX has yielded a comparatively higher 19.45% annualized return.
PRPFX
- 1D
- 0.71%
- 1M
- -0.17%
- 6M
- -2.57%
- YTD
- 2.08%
- 1Y
- 15.83%
- 3Y*
- 17.56%
- 5Y*
- 10.89%
- 10Y*
- 9.97%
- ALL TIME*
- 7.00%
PAGRX
- 1D
- 1.18%
- 1M
- -3.14%
- 6M
- 3.47%
- YTD
- 6.91%
- 1Y
- 24.64%
- 3Y*
- 31.22%
- 5Y*
- 17.53%
- 10Y*
- 19.45%
- ALL TIME*
- 12.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PRPFX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRPFX Permanent Portfolio Class I | 2.08% | 28.78% | 19.36% | 11.96% | -5.48% | 10.87% | 18.80% | 19.20% | -7.02% | 11.42% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio Class I | 6.91% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Correlation
The correlation between PRPFX and PAGRX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990 | 0.63 |
The correlation between PRPFX and PAGRX shifts across timeframes, from 0.60 (1 year) to 0.74 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
PRPFX vs. PAGRX — Risk / Return Rank
PRPFX
PAGRX
PRPFX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Class I (PRPFX) and Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PRPFX | PAGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.34 | -0.75 |
| Martin ratioReturn relative to average drawdown | 3.56 | 6.90 | -3.33 |
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Drawdowns
PRPFX vs. PAGRX - Drawdown Comparison
The maximum PRPFX drawdown since its inception was -27.16%, smaller than the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for PRPFX and PAGRX.
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Drawdown Indicators
| PRPFX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.16% | -55.87% | +28.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.74% | -9.16% | -0.58% |
Max Drawdown (3Y)Largest decline over 3 years | -9.74% | -26.34% | +16.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.49% | -36.52% | +21.03% |
Max Drawdown (10Y)Largest decline over 10 years | -20.84% | -38.01% | +17.17% |
Current DrawdownCurrent decline from peak | -8.67% | -8.09% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -3.54% | -10.03% | +6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.11% | +1.24% |
Volatility
PRPFX vs. PAGRX - Volatility Comparison
The current volatility for Permanent Portfolio Class I (PRPFX) is 2.42%, while Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX) has a volatility of 4.20%. This indicates that PRPFX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRPFX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 4.20% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 13.89% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 18.12% | -5.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.12% | 24.54% | -13.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.68% | 24.48% | -13.80% |
PRPFX vs. PAGRX - Expense Ratio Comparison
PRPFX has a 0.81% expense ratio, which is lower than PAGRX's 1.10% expense ratio.
Dividends
PRPFX vs. PAGRX - Dividend Comparison
PRPFX's dividend yield for the trailing twelve months is around 3.20%, more than PAGRX's 0.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGRX Permanent Portfolio Aggressive Growth Portfolio Class I | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
PRPFX Permanent Portfolio Class I | 3.20% | 3.27% | 1.86% | 1.39% | 1.58% | 2.05% | 5.38% | 4.69% | 6.90% | 2.14% | 0.95% | 7.06% |
Frequently Asked Questions
PRPFX and PAGRX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PAGRX has higher volatility (4.20%) compared to PRPFX (2.42%). In terms of maximum drawdown, PRPFX dropped -27.16% vs PAGRX's -55.87%.
PRPFX currently has the higher Sharpe Ratio (1.19 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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