Permanent Portfolio Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return-1.89-0.78-6.5710.324.04
    Category Average7.123.94-2.306.643.01
    Assets for Each Yr*9.705.762.972.782.87
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.04 1.36 1.09

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,872 mil $1,000 0.11 99.89
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 1.01 1.63 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.4 0.99 1.12 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-24-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 26.44 4.16
    Freeport-McMoRan Inc* Basic Materials -7.28 1.95
    Prologis Inc* RealEstate 3.77 1.30
    Texas Pacific Land Trust* RealEstate -1.25 1.25
    Digital Realty Trust Inc* RealEstate 14.88 1.14
    Lockheed Martin Corp* Industrials 11.24 1.02
    Janus Capital Group Inc* Financial Services 2.03 0.97
    Essex Property Trust Inc* RealEstate 1.51 0.83
    Chevron Corp* Energy -9.08 0.77
    FedEx Corp* Industrials 1.48 0.75
    AvalonBay Communities Inc* RealEstate 5.97 0.66
    Morgan Stanley* Financial Services 3.57 0.64
    Wynn Resorts Ltd* Consumer Cyclical 34.17 0.64
    Costco Wholesale Corp* Consumer Defensive 7.91 0.64
    Amgen Inc* Healthcare 12.37 0.63
    Parker Hannifin Corp* Industrials 15.19 0.61
    Charles Schwab Corp* Financial Services -0.51 0.60
    Exxon Mobil Corp* Energy -9.31 0.59
    Ryder System Inc* Industrials 7.09 0.58
    First Republic Bank* Financial Services 0.64 0.54

    Best 5-Year Relative Performance | More
    04-24-17

    Fund Name 5-Yr Rank Analyst Report  
    Permanent Portfolio Aggressi 63 --
    Permanent Portfolio Permanen 99 --
    Permanent Portfolio Short-Te 100 --

    Worst 5-Year Relative Performance | More
    04-24-17

    Fund Name 5-Yr Rank Analyst Report  
    Permanent Portfolio Short-Te 100 --
    Permanent Portfolio Permanen 99 --
    Permanent Portfolio Aggressi 63 --

    Lowest Expenses | More
    04-24-17

    Highest Expenses | More
    04-24-17

    Longest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 14.00
    Permanent Portfolio Michael J. Cuggino 14.00
    Permanent Portfolio Michael J. Cuggino 14.00
    Permanent Portfolio Michael J. Cuggino 14.00

    Shortest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 14.00
    Permanent Portfolio Michael J. Cuggino 14.00
    Permanent Portfolio Michael J. Cuggino 14.00
    Permanent Portfolio Michael J. Cuggino 14.00