Permanent Portfolio Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-6.5710.3211.43-6.228.96
    Category Average-2.306.649.76-4.878.73
    Assets for Each Yr*2.972.782.571.942.00
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 8.96 4.27 2.52

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,004 mil $1,000 0.61 99.39
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 1.38 1.65 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.7 1.51 1.11 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Texas Pacific Land Trust* RealEstate 57.73 3.12
    Twilio Inc A* Technology 59.43 1.86
    Essex Property Trust Inc* RealEstate 17.41 1.06
    Air Products & Chemicals Inc* Basic Materials 31.58 0.88
    Autodesk Inc* Technology 37.38 0.85
    Parker Hannifin Corp* Industrials 14.74 0.77
    Investors Real Estate Trust* RealEstate 23.70 0.76
    IPG Photonics Corp* Technology 21.82 0.75
    Digital Realty Trust Inc* RealEstate 12.09 0.74
    Wynn Resorts Ltd* Consumer Cyclical 29.47 0.69
    Broadcom Inc* Technology 17.96 0.45
    Regency Centers Corp* RealEstate 16.60 0.42
    Exxon Mobil Corp* Energy 14.46 0.40
    KeyCorp* Financial Services 14.61 0.40
    SailPoint Technologies Holdings * Technology -17.07 0.39
    State Street Corporation* Financial Services -1.55 0.36
    Agilent Technologies Inc* Healthcare 2.97 0.32
    Gilead Sciences Inc* Healthcare 6.17 0.28
    Ryder System Inc* Industrials 26.87 0.27
    Murphy Oil Corp* Energy 20.22 0.27

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 16.00
    Permanent Portfolio Michael J. Cuggino 16.00
    Permanent Portfolio Michael J. Cuggino 16.00
    Permanent Portfolio Michael J. Cuggino 16.00

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 16.00
    Permanent Portfolio Michael J. Cuggino 16.00
    Permanent Portfolio Michael J. Cuggino 16.00
    Permanent Portfolio Michael J. Cuggino 16.00