Nasdaq - Delayed Quote USD

Permanent Portfolio Aggressive Growth I (PAGRX)

84.38 +0.10 (+0.12%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.78%
5y Average Return 15.04%
Number of Years Up 27
Number of Years Down 6
Best 1Y Total Return (Apr 24, 2024) 42.86%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 42.86%
Worst 3Y Total Return 2.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PAGRX
Category
YTD
17.80%
14.84%
1-Month
6.84%
1.65%
3-Month
17.80%
7.55%
1-Year
49.07%
40.47%
3-Year
10.88%
16.77%
5-Year
17.36%
16.15%
10-Year
11.78%
13.21%
Last Bull Market
51.55%
24.09%
Last Bear Market
-25.03%
-17.61%

Annual Total Return (%) History

Year
PAGRX
Category
2024
--
--
2023
38.76%
--
2022
-26.06%
--
2021
24.81%
--
2020
37.99%
15.83%
2019
27.80%
28.78%
2018
-12.42%
-6.27%
2017
21.21%
20.44%

2016
13.30%
10.37%
2015
-11.37%
-1.07%
2014
6.54%
10.96%
2013
42.86%
31.50%
2012
20.67%
14.96%
2011
-7.52%
-1.27%
2010
17.71%
14.01%
2009
30.73%
28.17%
2008
-39.10%
-37.79%
2007
4.59%
6.16%
2006
9.10%
14.17%
2005
20.73%
5.88%
2004
13.32%
10.02%
2003
37.48%
27.05%
2002
-24.69%
-22.25%
2001
1.01%
-13.50%
2000
0.72%
-6.31%
1999
31.60%
20.16%
1998
13.88%
22.39%
1997
32.68%
28.37%
1996
14.53%
20.76%
1995
32.60%
32.35%
1994
1.04%
-0.93%
1993
21.92%
10.21%
1992
19.89%
7.00%
1991
30.49%
30.90%
1990
--
-3.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 17.80% -- -- --
2023 9.65% 10.33% -0.01% 14.71%
2022 -6.74% -25.03% -4.53% 10.77%
2021 10.66% 9.62% -0.45% 3.36%
2020 -24.81% 37.02% 11.71% 19.91%
2019 19.47% -0.13% -3.38% 10.86%
2018 0.81% 2.19% 4.81% -18.89%
2017 4.67% 2.20% 7.19% 5.71%
2016 1.83% -1.34% 6.79% 5.61%
2015 0.20% -2.28% -10.49% 1.12%

2014 -0.77% 5.48% 0.42% 1.35%
2013 11.65% -0.33% 13.13% 13.47%
2012 13.74% -7.54% 8.10% 6.13%
2011 8.04% -2.25% -22.13% 12.47%
2010 6.35% -15.57% 14.12% 14.86%
2009 -7.05% 17.70% 15.99% 3.02%
2008 -10.93% 1.15% -7.46% -26.96%
2007 1.12% 7.27% -2.39% -1.23%
2006 7.01% -5.32% 0.52% 7.11%
2005 -0.23% 11.18% 8.58% 0.24%
2004 -1.34% 0.58% -1.08% 15.43%
2003 -3.19% 19.05% 4.96% 13.64%
2002 2.50% -15.09% -21.40% 10.10%
2001 -9.03% 12.58% -17.59% 19.67%
2000 6.36% -1.00% 0.75% -5.05%
1999 11.56% 9.73% -7.64% 16.40%
1998 10.97% -0.76% -18.87% 27.47%
1997 0.07% 16.78% 15.71% -1.87%
1996 6.79% 1.11% 0.63% 5.41%
1995 7.66% 18.72% 7.60% -3.58%
1994 -2.10% -5.12% 8.87% -0.09%
1993 4.07% 8.08% 5.41% 2.82%
1992 3.72% -5.95% 6.05% 15.89%
1991 22.78% 1.98% 1.80% 2.38%
1990 1.50% -27.44% 14.73% --

Rank in Category (By Total Return)

YTD 2
1-Month 1
3-Month 2
1-Year 1
3-Year 36
5-Year 1

Load Adjusted Returns

1-Year 49.07%
3-Year 10.88%
5-Year 17.36%
10-Year 11.78%

Performance & Risk

YTD Return 11.78%
5y Average Return 15.04%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Permanent Portfolio Family of Funds
Net Assets 38.36M
YTD Return 17.80%
Yield 0.12%
Morningstar Rating
Inception Date May 31, 2016

Fund Summary

The fund invests in stocks and stock warrants of U.S. and foreign companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income.

Related Tickers

RYZCX Rydex Precious Metals C
27.45
+3.16%
 
RYPMX Rydex Precious Metals Inv
37.94
+3.15%
 
RYMNX Rydex Precious Metals Fund
35.21
+3.13%
 
RYMPX Rydex Precious Metals Fund
33.77
+3.11%
 
FSELX Fidelity Select Semiconductors
29.15
+2.71%
 
FELIX Fidelity Advisor Semiconductors I
79.28
+2.68%
 
FIKGX Fidelity Advisor Semiconductors Z
79.45
+2.68%
 
FELTX Fidelity Advisor Semiconductors M
68.42
+2.67%
 
FELCX Fidelity Advisor Semiconductors C
58.62
+2.66%
 
FELAX Fidelity Advisor Semiconductors A
73.29
+2.66%
 
FKRCX Franklin Gold and Precious Metals Fund
18.45
+2.50%
 
FRGOX Franklin Gold and Precious Metals Fund
16.16
+2.47%
 
FGPMX Franklin Gold and Precious Metals R6
20.34
+2.47%
 
FGADX Franklin Gold and Precious Metals Adv
20.04
+2.45%
 
FEGIX First Eagle Gold I
26.69
+2.38%
 
FEURX First Eagle Gold R6
26.76
+2.37%
 
FEGOX First Eagle Gold C
23.33
+2.37%
 
SGGDX First Eagle Gold A
25.80
+2.34%
 
FSRFX Fidelity Select Transportation
108.88
+2.00%
 
RYSIX Rydex Electronics Inv
396.18
+1.83%
 
RYSAX Rydex Electronics H
349.10
+1.83%
 
RYELX Rydex Electronics Fund
360.29
+1.83%
 
RYSCX Rydex Electronics C
304.99
+1.83%
 
TAVZX Third Avenue Value Z
70.23
+1.15%
 
TAVFX Third Avenue Value Instl
70.25
+1.15%
 
CNPSX Consumer Staples UltraSector ProFund Svc
62.05
-0.37%
 
FNARX Fidelity Natural Resources Fund
48.32
+1.13%
 
TVFVX Third Avenue Value Investor
70.75
+1.13%
 
CNPIX Consumer Staples UltraSector ProFund Inv
71.41
-0.36%
 
KINCX Kinetics Internet Adv C
55.90
+1.07%
 
WWWFX Kinetics Internet No Load
75.61
+1.06%
 
KINAX Kinetics Internet Adv A
68.32
+1.05%
 
FCGCX Fidelity Advisor Global Commodity Stk C
19.08
+0.95%
 
FFGAX Fidelity Advisor Global Commodity Stk A
19.19
+0.95%
 
BPTUX Baron Partners R6
144.23
+0.92%
 
BPTRX Baron Partners Retail
138.43
+0.92%
 
BPTIX Baron Partners Institutional
144.25
+0.92%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
19.17
+0.89%
 
FFGTX Fidelity Advisor Global Commodity Stk M
19.17
+0.89%
 
FFGIX Fidelity Advisor Global Commodity Stk I
19.20
+0.89%
 
FFGCX Fidelity Global Commodity Stock
19.22
+0.89%
 
BWBIX Baron WealthBuilder Institutional
17.61
-0.45%
 
INAAX ALPS/Kotak India ESG A
17.93
+0.79%
 
INDAX ALPS/Kotak India ESG Inv
17.97
+0.79%
 
INFCX ALPS/Kotak India ESG C
16.05
+0.75%
 
ENPSX ProFunds UltraSector Energy Svc
41.58
+0.75%
 
INDIX ALPS/Kotak India ESG I
18.80
+0.75%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
ENPIX ProFunds UltraSector Energy Investor
48.92
+0.74%
 
FMCKX Fidelity Advisor Focused Emerging Markets Fund
27.69
0.00%
 
TLVAX Timothy Plan Large/Mid Cap Value Fund
23.73
+0.68%
 
FZAEX Fidelity Advisor Focused Emerging Markets Fund
29.85
0.00%
 
FIMKX Fidelity Advisor Focused Em Mkts I
29.91
0.00%
 
TMVIX Timothy Plan Large/Mid Cap Value Fund
24.05
+0.67%
 
TLVCX Timothy Plan Large/Mid Cap Value Fund
16.84
+0.66%
 
FTMKX Fidelity Advisor Focused Em Mkts M
29.45
0.00%
 
ERSTX Eaton Vance Large-Cap Value R
25.02
0.00%
 
FIKAX Fidelity Advisor Energy Z
53.13
+0.63%
 
FAGNX Fidelity Advisor Energy M
51.57
+0.62%
 
FANIX Fidelity Advisor Energy I
53.21
+0.62%
 
FANAX Fidelity Advisor Energy A
50.13
+0.62%
 
FSENX Fidelity Select Energy Portfolio
65.25
+0.62%
 
FNRCX Fidelity Advisor Energy Fund
45.72
+0.62%
 
MBXAX Catalyst/Millburn Hedge Strategy A
39.63
+0.61%
 
NEEIX Needham Growth Institutional
68.19
+0.60%
 
MBXFX Catalyst/Millburn Hedge Strategy C-1
38.26
+0.60%
 
MBXIX Catalyst/Millburn Hedge Strategy I
39.93
+0.60%
 
EHSTX Eaton Vance Large-Cap Value A
25.10
0.00%
 
MBXCX Catalyst/Millburn Hedge Strategy C
38.52
+0.60%
 
NEEGX Needham Growth Retail
65.40
+0.58%
 
VRMGX Virtus KAR Mid-Cap Growth R6
58.90
-0.29%
 
KNPYX Kinetics Paradigm Instl
83.45
+0.54%
 
KNPAX Kinetics Paradigm Adv A
78.29
+0.54%
 
WWNPX Kinetics Paradigm No Load
82.31
+0.54%
 
KNPCX Kinetics Paradigm Adv C
70.02
+0.53%
 
PDEQX PGIM Jennison Emerging Markets Eq OppsR6
15.27
+0.53%
 
KMKAX Kinetics Market Opportunities Adv A
48.21
+0.52%
 
GQGIX GQG Partners Emerging Markets EquityInst
17.42
+0.52%
 
MOWNX Moerus Worldwide Value N
15.61
+0.52%
 
MOWIX Moerus Worldwide Value Institutional
15.64
+0.51%
 
KMKNX Kinetics Market Opportunities No Load
49.08
+0.51%
 
KMKCX Kinetics Market Opportunities Adv C
45.69
+0.51%
 
KMKYX Kinetics Market Opportunities Inst
49.91
+0.50%
 
DODFX Dodge & Cox International Stock Fund
50.28
+0.50%
 
DGIFX Disciplined Growth Investors
28.70
+0.49%
 
GQGPX GQG Partners Emerging Markets Equity Inv
17.31
+0.46%
 
TORCX Tortoise Energy Infrastructure Total Return Fund
15.20
+0.46%
 
PDEZX PGIM Jennison Emerging Markets Eq Opps Z
15.23
+0.46%
 
GQGRX GQG Partners Emerging Markets Equity R6
17.42
+0.46%
 
GMOWX GMO Resources Fund
22.11
+0.45%
 
GOVIX GMO Resources Fund
22.11
+0.45%
 
GAAHX GMO Resources Fund
22.16
+0.45%
 
GEACX GMO Resources I
22.18
+0.45%
 
GOFIX GMO Resources Fund
22.19
+0.45%
 
TORTX Tortoise Energy Infrastructure Total Return Fund
15.60
+0.45%
 
TORIX Tortoise Energy Infrastructure Total Return Fund
15.85
+0.44%
 
VMMSX Vanguard Emerg Mkts Sel Stk Inv
21.21
+0.43%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
23.69
+0.42%
 
EVDAX Camelot Event Driven A
19.32
+0.42%
 
KSOAX Kinetics Small Cap Opportunities Adv A
108.46
+0.41%