Investor Alert

New York Markets Open in:

Permanent Portfolio Short-Term Treasury Portfolio;I

NAS: PRTBX

GO
/zigman2/quotes/208578595/realtime

$

62.54

Change

+0.01 +0.02%

Sep 27, 2022

YTD return

-2.99%

5 yr avg return

-0.15%

Total net assets

12.10M

52 week low

52 week high

$62.54

$64.66

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.65%

12 b-1

n/a

Turnover

n/a

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

n/a

Dividend freq.

Annually

Capital gain (2021)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.06

Beta

0.00

Standard deviation

0.21

R. squared

0.01

Min. Investment

Standard (taxable)

1000

IRA

1000

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/news/latest/company/us/prtbx

MarketWatch News on PRTBX

  1. Who’s been naughty in the fund industry?

    9:56 p.m. Dec. 10, 2012

    - Chuck Jaffe

  2. video content Where To Invest When Rates Rise

    12:41 p.m. March 31, 2010

    - MarketWatch

Lipper Leader

Total Return: 1 Consistent Return: 1 Preservation: 5 Tax Efficiency: 4 Expense: 2

YTD Lipper Ranking: Quintile 3 (55th percentile)

Lipper Ranking & Performance

Fund return Category Index
(Barclay US Agg)
% rank in category Quintile rank
YTD -2.99% -2.76% -10.75% 55% 3
1yr -3.28% -3.01% -11.52% 55% 3
3yr -1.12% -0.39% -2.00% 78% 4
5yr -0.15% 0.56% 0.52% 89% 5
10yr -0.3% 0.34% 1.35% 85% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$11,319

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Short U.S. Treasury Funds

Fund family

Perm Port Funds

Fund status

Open

Fund inception

September 21, 1987

Manager

Michael J. Cuggino

Investment Policy

The Fund seeks high current income, consistent with safety of principal. At least 80% of its assets are invested in short-term U.S. Treasury bills and notes with maturities of less than thirteen months. The remainder may be invested in U.S. Treasury bonds having a remaining maturity of thirteen months or less.

Top Holdings

Company Symbol % of total net assets
/news/nonmarketwatch/company/us/prtbx

Other News on PRTBX

  1. Mutual Fund Misfires of the Market - December 05, 2019

    9:15 a.m. Dec. 5, 2019

    - Zacks.com

  2. Mutual Fund Misfires of the Market - November 14, 2019

    9:10 a.m. Nov. 14, 2019

    - Zacks.com

Link to MarketWatch's Slice.