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Permanent Portfolio;I

NAS: PRPFX

GO
/zigman2/quotes/205061618/realtime

$

45.52

Change

-0.31 -0.68%

Aug 7, 2020

YTD return

12.44%

5 yr avg return

7.99%

Total net assets

1.86B

52 week low

52 week high

$33.16

$45.83

Yield

0.89%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.85%

12 b-1

n/a

Turnover

15.00%

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

0.39

Dividend freq.

Annually

Capital gain (2019)

0.76

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.06

Beta

0.58

Standard deviation

3.19

R. squared

0.80

Min. Investment

Standard (taxable)

1000

IRA

1000

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/prpfx

MarketWatch News on PRPFX

  1. In search of the perfect hedge for your retirement investments

    12:17 p.m. April 24, 2018

    - Mark Hulbert

  2. Can Amazon, Google and Apple still make you money?

    6:22 p.m. Nov. 7, 2015

    - Philip van Doorn

  3. This is how a mutual fund can beat an index fund

    4:58 p.m. Aug. 5, 2015

    - Philip van Doorn

  4. Why Republicans are rooting for the Kansas City Royals

    11:18 a.m. Oct. 28, 2014

    - Mark Hulbert

  5. A portfolio for all seasons?

    6:15 a.m. July 19, 2013

    - Howard Gold

  6. The end is near

    1:58 p.m. May 22, 2013

    - Mark Hulbert

  7. Dramatic sentiment developments

    5:00 p.m. March 13, 2013

    - Mark Hulbert

  8. Gold rally’s for real, but will gains last?

    5:02 p.m. Sept. 7, 2012

    - Jonnelle Marte

  9. Bears burned, bug vindicated?

    9:16 a.m. Feb. 20, 2012

    - Peter Brimelow

  10. video content Trading Strategies: Primary Concerns

    8:05 p.m. Dec. 30, 2011

    - MarketWatch

  11. video content Gold, Commodities Poised to Rise

    6:31 p.m. Dec. 29, 2011

    - MarketWatch

  12. Gold bug still experimenting with stocks

    1:33 p.m. Dec. 22, 2011

    - Peter Brimelow

  13. Loading more headlines...

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 3 Tax Efficiency: 3 Expense: 5

YTD Lipper Ranking: Quintile 1 (2th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 12.44% -0.24% 4.80% 2% 1
1yr 19.22% 5.04% 18.50% 3% 1
3yr 8.78% 3.02% 12.80% 4% 1
5yr 7.99% 2.96% 12.20% 2% 1
10yr 5.36% 3.59% 13.9% 33% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$41,804

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Alternative Global Macro Funds

Fund family

Perm Port Funds

Fund status

Open

Fund inception

December 1, 1982

Manager

Michael J. Cuggino

Investment Policy

The Fund seeks to preserve and increase long-term purchasing power value by investing fixed percentages in gold, silver, Swiss Franc assets, stocks of real estate and natural resource companies, aggressive growth stocks, and US Treasury securities.

/news/nonmarketwatch/company/us/prpfx

Other News on PRPFX

  1. 8 Portfolio Recipes That Beat The Permanent Portfolio

    10:56 a.m. Jan. 26, 2017

    - Seeking Alpha

  2. PERM: The Best Way To Implement The Permanent Portfolio?

    4:17 p.m. Dec. 27, 2016

    - Seeking Alpha

  3. Guide to Permanent Portfolio Permanent I Fund (PRPFX)

    10:47 a.m. June 17, 2016

    - Zacks.com

  4. Revisiting 10 Asset Allocation Funds Amid Market Turmoil

    11:38 a.m. Sept. 23, 2015

    - Seeking Alpha

  5. The Permanent Portfolio Is Dead

    4:15 p.m. July 14, 2015

    - Seeking Alpha

  6. 10 Funds, 10 Asset Allocation Profiles

    11:07 a.m. Feb. 27, 2015

    - Seeking Alpha

  7. Dogs Of The Dow Part II And The Return Of The Goldbugs?

    7:34 p.m. Jan. 26, 2015

    - Seeking Alpha

  8. The Permanent Portfolio Fund Looks Weak Long-Term

    7:25 a.m. Jan. 20, 2015

    - Seeking Alpha

  9. Added To The Permanent Portfolio (PRPFX) Mutual Fund

    4:31 p.m. Jan. 13, 2015

    - Seeking Alpha

  10. The 5 Best Funds to Fight Inflation

    3:46 a.m. May 16, 2014

    - InvestorPlace.com

  11. How Beginners Can Start Saving for Retirement

    2:32 a.m. June 2, 2014

    - The Wall Street Journal Interactive Edition

  12. What's Next for Gold?

    10:03 p.m. Nov. 29, 2013

    - The Wall Street Journal Interactive Edition

  13. When Does Active Management Make Sense?

    4:59 p.m. April 21, 2013

    - The Wall Street Journal Interactive Edition

  14. An Adviser Dips a Toe Into Real Estate

    4:02 p.m. July 8, 2012

    - The Wall Street Journal Interactive Edition

  15. The One Percent in the Funds World

    6:38 p.m. May 6, 2012

    - The Wall Street Journal Interactive Edition

  16. Permanent Portfolio ETF?

    11:24 p.m. March 23, 2012

    - GuruFocus.com

  17. How to Build an Automatic, Fail-Proof Portfolio

    1:24 p.m. March 21, 2012

    - GuruFocus.com

  18. Loading more headlines...
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