Permanent Portfolio Family of Funds

Statistics as of May 27, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.81
YTD Return
7.9%
3yr Return
95.9%
1yr Return
29.9%
Total Assets
$60M
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.84
YTD Return
10.0%
3yr Return
44.4%
1yr Return
19.9%
Total Assets
$5B
6M Money Flow
$655M
Ultrashort Bond
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
-0.98
YTD Return
1.6%
3yr Return
8.6%
1yr Return
4.4%
Total Assets
$14M
6M Money Flow
$257K
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
3.6%
3yr Sharpe
-0.10
YTD Return
1.2%
3yr Return
11.8%
1yr Return
5.1%
Total Assets
$94M
6M Money Flow
-$5M