Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Harry Browne Permanent Portfolio Plan Tactical Asset Allocation Moderate | -2.27% | 10.04% | 11.44% | 6.49% | 7.25% | 7.77% | 8.53% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Harry Browne Permanent Portfolio Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 10.04 | 11.44 | 6.49 | 7.25 | 7.77 | 8.53 | … | … | -2.27 | 9.58 | 14.81 | 17.14 | -13.08 | 11.95 | 10.71 | 17.75 | -5.42 | 11.93 | 6.33 | 1.30 | 9.84 | 19.99 | 10.70 | 4.02 | 15.21 | 8.71 | 6.28 | 12.26 | 11.78 | 3.49 | 7.51 | 17.01 | 2.05 | 3.14 |
| Sharpe Ratio | NA | 0.92 | 0.98 | 0.40 | 0.59 | NA | NA | … | … | -0.05 | 0.76 | 1.37 | 1.85 | -1.28 | 1.58 | 0.55 | 2.41 | -0.70 | 3.00 | 0.90 | 0.14 | 1.39 | 2.72 | 1.42 | 0.38 | 1.54 | 0.94 | 0.78 | 1.02 | 1.21 | 0.18 | 0.89 | 2.23 | 0.14 | 0.10 |
| Standard Deviation(%) | NA | 8.00 | 8.32 | 8.82 | 9.77 | NA | NA | … | … | 9.55 | 8.80 | 8.17 | 7.27 | 11.34 | 7.54 | 19.00 | 6.74 | 9.68 | 3.76 | 6.80 | 8.87 | 7.06 | 7.34 | 7.52 | 10.55 | 9.84 | 9.18 | 6.77 | 8.94 | 6.92 | 6.97 | 7.33 | 7.31 | 6.67 | 7.43 |
| Draw Down(%) | NA | 6.79 | 8.24 | 17.41 | 19.57 | NA | NA | … | … | 6.79 | 8.24 | 4.94 | 5.13 | 17.33 | 3.38 | 19.57 | 3.07 | 12.56 | 1.92 | 4.81 | 6.98 | 3.96 | 4.27 | 5.25 | 9.35 | 7.36 | 7.82 | 4.95 | 4.58 | 5.08 | 4.69 | 5.59 | 4.61 | 5.63 | 7.11 |
| Yield(%) | NA | 2.35 | 1.93 | 1.86 | 1.91 | NA | NA | … | … | NA | NA | 1.51 | 2.51 | 1.10 | 1.00 | 2.32 | 2.42 | 1.71 | 1.85 | 1.78 | 2.14 | 1.83 | 1.78 | 2.42 | 3.19 | 2.79 | 5.09 | 4.44 | 2.50 | 2.62 | 2.71 | 2.46 | 3.85 | 5.24 | 5.09 |
Data as of 03/31/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Harry Browne Permanent Portfolio Plan Tactical Asset Allocation Moderate |
2.51%
Dec 2019 – Dec 2022 |
3.30%
Sep 2017 – Sep 2022 |
5.97%
Oct 2013 – Oct 2023 |
7.11%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Harry Browne Permanent Portfolio Plan Tactical Asset Allocation Moderate |
15.07%
Sep 2022 – Sep 2025 |
13.79%
Jun 2009 – Jun 2014 |
10.63%
Apr 2005 – Apr 2015 |
9.71%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart