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Permanent Portfolio Permanent I (PRPFX)

75.63 -1.06 (-1.38%)
At close: 6:53:32 PM EDT
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  • Previous Close 76.69
  • YTD Return 2.46%
  • Expense Ratio 0.79%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 7.18B
  • Beta (5Y Monthly) 0.70
  • Yield 1.11%
  • 5y Average Return --
  • Holdings Turnover 16.21%
  • Last Dividend 0.87
  • Inception Date Dec 1, 1982

The fund allocates its assets as follows: 20% of its assets in gold, 5% of its assets in silver, 10% of its assets in swiss franc assets, 15% of its assets in real estate and natural resource stocks, 15% of its assets in aggressive growth stocks, and 35% of its assets in dollar assets. It is non-diversified.

Permanent Portfolio Family of Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

7.18B

Net Assets

1982-12-01

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is Allocation--50% to 70% Equity.

YTD Return

PRPFX
2.46%
Category
9.69%

1-Year Return

PRPFX
8.68%
Category
27.06%

3-Year Return

PRPFX
19.22%
Category
11.00%

5-Year Return

PRPFX
11.60%
Category
10.26%

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