TOCQX vs. PAGRX
Compare and contrast key facts about Tocqueville Fund (TOCQX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
TOCQX is managed by Tocqueville. It was launched on Jan 13, 1987. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
TOCQX vs. PAGRX - Performance Comparison
Loading graphics...
TOCQX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TOCQX Tocqueville Fund | 2.14% | 22.96% | 20.70% | 16.82% | -13.72% | 25.81% | 12.58% | 29.34% | -7.23% | 20.38% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.28% | 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, TOCQX achieves a 2.14% return, which is significantly higher than PAGRX's -0.28% return. Over the past 10 years, TOCQX has underperformed PAGRX with an annualized return of 12.96%, while PAGRX has yielded a comparatively higher 19.12% annualized return.
TOCQX
- 1D
- 3.68%
- 1M
- -5.85%
- YTD
- 2.14%
- 6M
- 7.49%
- 1Y
- 31.58%
- 3Y*
- 19.56%
- 5Y*
- 12.13%
- 10Y*
- 12.96%
PAGRX
- 1D
- 3.71%
- 1M
- -5.53%
- YTD
- -0.28%
- 6M
- 4.30%
- 1Y
- 43.96%
- 3Y*
- 35.66%
- 5Y*
- 17.52%
- 10Y*
- 19.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TOCQX vs. PAGRX - Expense Ratio Comparison
TOCQX has a 1.25% expense ratio, which is higher than PAGRX's 1.21% expense ratio.
Return for Risk
TOCQX vs. PAGRX — Risk / Return Rank
TOCQX
PAGRX
TOCQX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tocqueville Fund (TOCQX) 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.
| TOCQX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.74 | -0.18 |
Sortino ratioReturn per unit of downside risk | 2.19 | 2.49 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 3.21 | -0.59 |
Martin ratioReturn relative to average drawdown | 11.68 | 16.28 | -4.60 |
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
| TOCQX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.74 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.72 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between TOCQX and PAGRX is 0.85, 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
TOCQX vs. PAGRX - Dividend Comparison
TOCQX's dividend yield for the trailing twelve months is around 6.63%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOCQX Tocqueville Fund | 6.63% | 6.77% | 8.65% | 5.91% | 5.05% | 10.71% | 3.38% | 7.10% | 9.39% | 9.73% | 5.66% | 2.09% |
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
TOCQX vs. PAGRX - Drawdown Comparison
The maximum TOCQX drawdown since its inception was -54.34%, roughly equal to the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for TOCQX and PAGRX.
Loading graphics...
Drawdown Indicators
| TOCQX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.34% | -55.87% | +1.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -13.80% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -22.26% | -36.52% | +14.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.13% | -38.01% | +2.88% |
Current DrawdownCurrent decline from peak | -6.22% | -5.77% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -10.09% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.73% | +0.06% |
Volatility
TOCQX vs. PAGRX - Volatility Comparison
Tocqueville Fund (TOCQX) has a higher volatility of 7.18% compared to Permanent Portfolio Aggressive Growth Portfolio (PAGRX) at 6.77%. This indicates that TOCQX's price experiences larger fluctuations and is considered to be riskier than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TOCQX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 6.77% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 13.41% | 13.91% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.81% | 25.69% | -4.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 24.53% | -7.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.16% | 24.49% | -6.33% |