Permanent Portfolio Family of Funds

Statistics as of Apr 02, 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
1.21%
TTM Yield
0.2%
3yr Sharpe
0.45
YTD Return
-3.9%
3yr Return
52.5%
1yr Return
18.7%
Total Assets
$60M
6M Money Flow
$13M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
0.9%
3yr Sharpe
0.55
YTD Return
6.7%
3yr Return
33.7%
1yr Return
19.5%
Total Assets
$4B
6M Money Flow
$410M
Ultrashort Bond
Expense Ratio
0.65%
TTM Yield
2.7%
3yr Sharpe
-1.11
YTD Return
1.3%
3yr Return
8.3%
1yr Return
4.6%
Total Assets
$13M
6M Money Flow
-$231K
Short-Term Bond
Expense Ratio
0.66%
TTM Yield
3.6%
3yr Sharpe
-0.26
YTD Return
1.3%
3yr Return
11.1%
1yr Return
5.6%
Total Assets
$98M
6M Money Flow
-$2M