Permanent Portfolio Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return-1.89-0.78-6.5710.324.13
    Category Average7.123.94-2.306.642.80
    Assets for Each Yr*9.705.762.972.782.87
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.13 0.90 0.94

    Key Stats
    02-28-17

    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 1.21 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.7 0.99 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 21.98 3.90
    Freeport-McMoRan Inc* Basic Materials -2.88 1.92
    Texas Pacific Land Trust* RealEstate -5.20 1.31
    Prologis Inc* RealEstate -2.50 1.26
    Digital Realty Trust Inc* RealEstate 6.52 1.14
    Lockheed Martin Corp* Industrials 7.72 1.00
    Janus Capital Group Inc* Financial Services -3.24 0.91
    Essex Property Trust Inc* RealEstate 1.78 0.82
    Chevron Corp* Energy -7.33 0.79
    FedEx Corp* Industrials 1.25 0.73
    Morgan Stanley* Financial Services 0.97 0.67
    Costco Wholesale Corp* Consumer Defensive 3.97 0.67
    Amgen Inc* Healthcare 14.14 0.66
    AvalonBay Communities Inc* RealEstate 5.35 0.65
    Charles Schwab Corp* Financial Services 1.60 0.58
    Ryder System Inc* Industrials -2.16 0.58
    Parker Hannifin Corp* Industrials 12.39 0.58
    Exxon Mobil Corp* Energy -9.17 0.57
    Investors Real Estate Trust* RealEstate -18.37 0.57
    First Republic Bank* Financial Services -1.15 0.53

    Best 5-Year Relative Performance | More
    03-24-17

    Fund Name 5-Yr Rank Analyst Report  
    Permanent Portfolio Aggressi 70 --
    Permanent Portfolio Permanen 99 --
    Permanent Portfolio Short-Te 100 --

    Worst 5-Year Relative Performance | More
    03-24-17

    Fund Name 5-Yr Rank Analyst Report  
    Permanent Portfolio Short-Te 100 --
    Permanent Portfolio Permanen 99 --
    Permanent Portfolio Aggressi 70 --

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 13.90
    Permanent Portfolio Michael J. Cuggino 13.90
    Permanent Portfolio Michael J. Cuggino 13.90
    Permanent Portfolio Michael J. Cuggino 13.90

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 13.90
    Permanent Portfolio Michael J. Cuggino 13.90
    Permanent Portfolio Michael J. Cuggino 13.90
    Permanent Portfolio Michael J. Cuggino 13.90