PRUIX vs. PAGRX
Compare and contrast key facts about T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
PRUIX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500 Index. It was launched on Aug 28, 2015. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
PRUIX vs. PAGRX - Performance Comparison
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PRUIX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUIX T. Rowe Price Equity Index 500 Fund - I Class | -7.08% | 19.40% | 24.95% | 26.24% | -18.14% | 28.62% | 18.31% | 31.63% | -4.44% | 21.14% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -3.85% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, PRUIX achieves a -7.08% return, which is significantly lower than PAGRX's -3.85% return. Over the past 10 years, PRUIX has underperformed PAGRX with an annualized return of 13.81%, while PAGRX has yielded a comparatively higher 18.68% annualized return.
PRUIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -3.34%
- 1Y
- 15.92%
- 3Y*
- 17.64%
- 5Y*
- 11.66%
- 10Y*
- 13.81%
PAGRX
- 1D
- -1.68%
- 1M
- -8.33%
- YTD
- -3.85%
- 6M
- 0.87%
- 1Y
- 39.42%
- 3Y*
- 34.02%
- 5Y*
- 17.10%
- 10Y*
- 18.68%
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PRUIX vs. PAGRX - Expense Ratio Comparison
PRUIX has a 0.05% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
PRUIX vs. PAGRX — Risk / Return Rank
PRUIX
PAGRX
PRUIX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) and Permanent Portfolio Aggressive Growth Portfolio (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.
| PRUIX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.55 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.25 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.33 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.59 | -1.42 |
Martin ratioReturn relative to average drawdown | 5.74 | 13.26 | -7.51 |
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
| PRUIX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.55 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.70 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.77 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.52 | +0.25 |
Correlation
The correlation between PRUIX and PAGRX 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
PRUIX vs. PAGRX - Dividend Comparison
PRUIX's dividend yield for the trailing twelve months is around 4.10%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRUIX T. Rowe Price Equity Index 500 Fund - I Class | 4.10% | 3.78% | 1.28% | 1.44% | 1.69% | 1.64% | 2.09% | 2.25% | 2.77% | 1.39% | 2.16% | 0.00% |
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% |
Drawdowns
PRUIX vs. PAGRX - Drawdown Comparison
The maximum PRUIX drawdown since its inception was -33.80%, smaller than the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for PRUIX and PAGRX.
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Drawdown Indicators
| PRUIX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -55.87% | +22.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -13.80% | +1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -36.52% | +12.00% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -38.01% | +4.21% |
Current DrawdownCurrent decline from peak | -8.91% | -9.14% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -10.09% | +5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.70% | -0.21% |
Volatility
PRUIX vs. PAGRX - Volatility Comparison
The current volatility for T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) is 4.24%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 5.49%. This indicates that PRUIX 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
| PRUIX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.49% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 13.43% | -4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 25.49% | -7.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 24.49% | -7.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 24.47% | -6.41% |