Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Permanent Global Portfolio ETF Version | NA | 20.42% | 5.18% | 6.21% | 4.05% | 4.23% | NA | … | … |
Data as of 10/31/2024, Common starting date is 03/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Permanent Global Portfolio ETF Version | 03/09/2007 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 20.42 | 5.18 | 6.21 | 4.05 | 4.23 | NA | … | … | 0.60 | 8.95 | 8.34 | -4.53 | 4.60 | 10.02 | 11.86 | -5.80 | 7.35 | 6.68 | -6.77 | -0.26 | -5.64 | 5.58 | 1.30 | 19.27 | 18.97 | -8.65 | 14.83 |
| Sharpe Ratio | NA | 0.51 | 0.05 | 0.30 | 0.28 | NA | NA | … | … | 0.20 | 0.29 | 0.53 | -0.52 | 0.61 | 0.80 | 2.10 | -1.20 | 1.43 | 0.88 | -0.91 | -0.05 | -0.68 | 0.69 | 0.11 | 1.95 | 1.35 | -0.61 | 1.31 |
| Standard Deviation(%) | NA | 8.03 | 9.17 | 9.55 | 8.05 | NA | NA | … | … | 2.75 | 8.05 | 7.75 | 11.33 | 7.44 | 12.17 | 4.98 | 5.90 | 4.68 | 7.36 | 7.45 | 5.81 | 8.38 | 8.00 | 11.11 | 9.84 | 13.97 | 15.79 | 9.52 |
| Draw Down(%) | NA | 4.77 | 14.56 | 14.83 | 14.83 | NA | NA | … | … | 0.09 | 4.77 | 6.32 | 14.56 | 4.64 | 14.83 | 2.42 | 9.94 | 2.93 | 7.21 | 11.45 | 7.44 | 10.31 | 8.25 | 9.85 | 6.14 | 8.03 | 24.74 | 5.00 |
| Yield(%) | NA | 2.08 | 1.45 | 1.08 | 0.82 | NA | NA | … | … | NA | 0.54 | 1.90 | 1.32 | 0.69 | 0.52 | 0.54 | 0.46 | 0.35 | 0.65 | 0.55 | 1.06 | 0.07 | 0.08 | 0.50 | 1.56 | 1.84 | 1.68 | 1.55 |
Data as of 10/31/2024, Common starting date is 03/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Permanent Global Portfolio ETF Version |
-4.56%
Jan 2013 – Jan 2016 |
-1.30%
May 2011 – May 2016 |
0.60%
Sep 2012 – Sep 2022 |
2.83%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Permanent Global Portfolio ETF Version |
17.83%
Oct 2008 – Oct 2011 |
9.75%
Oct 2008 – Oct 2013 |
4.66%
Feb 2009 – Feb 2019 |
4.81%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart