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Permanent Portfolio Aggressive Growth Portfolio;I

NAS: PAGRX

GO
/zigman2/quotes/206656411/realtime

$

66.37

Change

+0.35 +0.53%

Aug 16, 2022

YTD return

-18.96%

5 yr avg return

11.68%

Total net assets

26.90M

52 week low

52 week high

$55.47

$90.71

Yield

0.06%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.21%

12 b-1

n/a

Turnover

4.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.04

Dividend freq.

Annually

Capital gain (2021)

5.52

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.37

Beta

1.29

Standard deviation

7.49

R. squared

0.87

Min. Investment

Standard (taxable)

1000

IRA

1000

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/pagrx

MarketWatch News on PAGRX

  1. audio content A stock portfolio that weathers all the storms

    2:30 p.m. July 8, 2011

    - Tracy Johnke

  2. video content Stocks' Next Best Hope Are Corporate Earnings

    3:29 p.m. June 17, 2011

    - Anthony Lazarus

  3. video content Where To Invest When Rates Rise

    12:41 p.m. March 31, 2010

    - MarketWatch

  4. Bear Stearns bailout should not spook average investors

    2:39 p.m. March 14, 2008

    - Jonathan Burton

  5. Playing at the Margins of a Great Formula

    11:59 p.m. July 11, 2006

    - Barron's Online

  6. Permanent Portfolio Aggressive Growth tops in quarter

    4:59 p.m. July 1, 2005

    - Jonathan Burton

  7. Cuggino likes Amgen, Ryland, Williams-Sonoma

    3:16 a.m. Sept. 10, 2004

    - Susan Lerner

Lipper Leader

Total Return: 3 Consistent Return: 1 Preservation: 1 Tax Efficiency: 1 Expense: 2

YTD Lipper Ranking: Quintile 5 (98th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -18.96% -10.18% -9.00% 98% 5
1yr -19.81% -6.08% -2.40% 98% 5
3yr 17.43% 13.69% 16.60% 13% 1
5yr 11.68% 11.21% 13.80% 50% 3
10yr 12.22% 12.09% 14% 56% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$56,899

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Core Funds

Fund family

Perm Port Funds

Fund status

Open

Fund inception

May 16, 1990

Manager

Michael J. Cuggino

Investment Policy

The Fund seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares.

/news/nonmarketwatch/company/us/pagrx

Other News on PAGRX

  1. Top Ranked Growth Mutual Funds - Best of Funds

    4:01 p.m. March 25, 2014

    - Zacks.com

Link to MarketWatch's Slice.