Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Permanent Portfolio ETF Version | NA | 15.31% | 9.51% | 8.07% | 5.97% | 5.74% | NA | … | … |
Data as of 06/10/2025, Common starting date is 06/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| P Permanent Portfolio ETF Version | 06/26/2006 | 06/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 15.31 | 9.51 | 8.07 | 5.97 | 5.74 | NA | … | … | 9.40 | 10.81 | 9.71 | -4.70 | 7.21 | 11.37 | 13.64 | -4.44 | 6.64 | 8.27 | -4.99 | 1.43 | -1.63 | 6.51 | 3.93 | 19.45 | 16.10 | -7.66 | 13.41 | 8.67 |
| Sharpe Ratio | NA | 1.41 | 0.68 | 0.67 | 0.57 | NA | NA | … | … | 0.85 | 0.92 | 0.80 | -0.53 | 0.97 | 0.90 | 2.50 | -1.01 | 1.38 | 1.18 | -0.70 | 0.25 | -0.21 | 0.86 | 0.37 | 2.06 | 1.23 | -0.57 | 1.19 | 0.82 |
| Standard Deviation(%) | NA | 8.57 | 9.16 | 8.99 | 8.05 | NA | NA | … | … | 9.49 | 7.84 | 7.55 | 11.58 | 7.42 | 12.40 | 4.87 | 5.77 | 4.35 | 6.82 | 7.15 | 5.65 | 7.92 | 7.51 | 10.63 | 9.38 | 12.98 | 15.09 | 8.59 | 8.36 |
| Draw Down(%) | NA | 5.35 | 9.58 | 14.25 | 14.89 | NA | NA | … | … | 5.35 | 4.12 | 6.17 | 14.25 | 3.66 | 14.89 | 2.29 | 8.79 | 2.83 | 6.05 | 9.67 | 6.13 | 8.14 | 7.02 | 8.93 | 5.61 | 8.00 | 23.40 | 4.22 | 3.89 |
| Yield(%) | NA | 2.03 | 1.48 | 1.33 | 1.18 | NA | NA | … | … | NA | 0.78 | 1.73 | 1.24 | 1.04 | 0.99 | 1.23 | 0.84 | 0.35 | 1.71 | 1.20 | 1.19 | 1.11 | 1.19 | 1.33 | 1.55 | 1.79 | 1.67 | 1.85 | 1.08 |
Data as of 06/10/2025, Common starting date is 06/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Permanent Portfolio ETF Version |
-2.21%
Jan 2013 – Jan 2016 |
0.92%
May 2011 – May 2016 |
2.13%
Sep 2012 – Sep 2022 |
4.05%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| P Permanent Portfolio ETF Version |
17.33%
Feb 2009 – Feb 2012 |
10.66%
Aug 2006 – Aug 2011 |
6.12%
Jul 2006 – Jul 2016 |
6.14%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart