PRVBX vs. PAGRX
Compare and contrast key facts about Permanent Portfolio Versatile Bond Portfolio (PRVBX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
PRVBX is managed by Permanent Portfolio. It was launched on Sep 27, 1991. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
PRVBX vs. PAGRX - Performance Comparison
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PRVBX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRVBX Permanent Portfolio Versatile Bond Portfolio | -0.17% | 5.66% | 5.78% | 6.91% | -5.91% | 2.93% | 9.88% | 9.29% | 2.01% | 0.69% |
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, PRVBX achieves a -0.17% return, which is significantly higher than PAGRX's -3.85% return. Over the past 10 years, PRVBX has underperformed PAGRX with an annualized return of 4.67%, while PAGRX has yielded a comparatively higher 18.68% annualized return.
PRVBX
- 1D
- 0.08%
- 1M
- -1.13%
- YTD
- -0.17%
- 6M
- 0.35%
- 1Y
- 4.06%
- 3Y*
- 5.37%
- 5Y*
- 2.62%
- 10Y*
- 4.67%
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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PRVBX vs. PAGRX - Expense Ratio Comparison
PRVBX has a 0.64% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
PRVBX vs. PAGRX — Risk / Return Rank
PRVBX
PAGRX
PRVBX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Versatile Bond Portfolio (PRVBX) 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.
| PRVBX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 1.55 | +0.67 |
Sortino ratioReturn per unit of downside risk | 3.21 | 2.25 | +0.96 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.33 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.59 | +0.17 |
Martin ratioReturn relative to average drawdown | 10.85 | 13.26 | -2.40 |
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
| PRVBX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.55 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | 0.70 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 0.77 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.52 | +0.76 |
Correlation
The correlation between PRVBX and PAGRX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PRVBX vs. PAGRX - Dividend Comparison
PRVBX's dividend yield for the trailing twelve months is around 4.19%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRVBX Permanent Portfolio Versatile Bond Portfolio | 4.19% | 4.18% | 3.61% | 3.16% | 1.83% | 0.85% | 4.73% | 2.51% | 1.71% | 3.30% | 3.27% | 5.71% |
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
PRVBX vs. PAGRX - Drawdown Comparison
The maximum PRVBX drawdown since its inception was -16.91%, smaller than the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for PRVBX and PAGRX.
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Drawdown Indicators
| PRVBX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.91% | -55.87% | +38.96% |
Max Drawdown (1Y)Largest decline over 1 year | -1.51% | -13.80% | +12.29% |
Max Drawdown (5Y)Largest decline over 5 years | -8.22% | -36.52% | +28.30% |
Max Drawdown (10Y)Largest decline over 10 years | -16.91% | -38.01% | +21.10% |
Current DrawdownCurrent decline from peak | -1.30% | -9.14% | +7.84% |
Average DrawdownAverage peak-to-trough decline | -0.72% | -10.09% | +9.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 2.70% | -2.32% |
Volatility
PRVBX vs. PAGRX - Volatility Comparison
The current volatility for Permanent Portfolio Versatile Bond Portfolio (PRVBX) is 0.73%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 5.49%. This indicates that PRVBX 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
| PRVBX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 5.49% | -4.76% |
Volatility (6M)Calculated over the trailing 6-month period | 1.21% | 13.43% | -12.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 25.49% | -23.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.33% | 24.49% | -22.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.38% | 24.47% | -20.09% |