Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | PRPFX Insights | PRPFX Score | PRPFX Performance | PRPFX News | PRPFX Allocation | PRPFX Holdings Change

Permanent Portfolio Fund (PRPFX)

Fund performance review and position details on Permanent Portfolio Fund (PRPFX)

    Last Trade: $ on , Change: (0%)

Permanent Portfolio Fund (PRPFX) HighlightPermanent Portfolio Fund (PRPFX) Fund Summary

Permanent Portfolio Fund (PRPFX) statistics as of May 30, 2016

Category: Allocation--30% to 50% Equity
Fund Family: Permanent Portfolio
Net Asset: $2.94B
Yield: 1.04%
Year-to-Date Return: 7.99%
Morningstar rating: 2

 

Permanent Portfolio Fund (PRPFX) CostPermanent Portfolio Fund (PRPFX) Cost

Permanent Portfolio Fund (PRPFX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Allocation--30% to 50% Equity average): 0.80% (0.81%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 5.92%

 

Permanent Portfolio Fund (PRPFX) PerformancePermanent Portfolio Fund (PRPFX) Performance

Most current Permanent Portfolio Fund (PRPFX) Performance

1-month Performance (Allocation--30% to 50% Equity category median performance): -2.66% (0.43%)
3-month Performance (Allocation--30% to 50% Equity category median performance): 4.69% (5.34%)
1 Year Performance (Allocation--30% to 50% Equity category median performance): 0.15% (-1.15%)
3 Year Performance (Allocation--30% to 50% Equity category median performance): 0.44% (3.44%)
5 Year Performance (Allocation--30% to 50% Equity category median performance): 0.06% (4.31%)
Number of Years of positive return: 26 years
Number of Years of negative return: 7 years
3 year Alpha (Allocation--30% to 50% Equity category average): -2.68 (-0.68)
3 year Beta (Allocation--30% to 50% Equity category average): 0.7 (0.77)
3 year Sharpe Ratio: 0.08
3 year Treynor: 0.52

Permanent Portfolio Fund (PRPFX) topholdingTop Stock Holdings in Permanent Portfolio Fund (PRPFX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Gold Bullion Comex Eligible10%N/A
Gold/US Golden Eagles6.69%N/A
Gold Canadian Maple Leaf6.64%N/A
Silver Bullion Comex Eligible5.73%N/A
US Treasury Bond 6%5.13%N/A
US Treasury Bond 5.25%5.08%N/A
US Treasury Bond 6.25%4.91%N/A
Switzerland Bonds Regs 04/21 2.4.08%N/A
Switzerland (Govt) 2.25%4.05%N/A
Facebook, Inc.3.6%0.00%
*Note: The price change will reset to 0 after the midnight

 

Permanent Portfolio Fund (PRPFX) Portfolio AllocationPermanent Portfolio Fund (PRPFX) Fund Portfolio Allocation

Permanent Portfolio Fund (PRPFX) Fund Portfolio Allocation data as of 05/2016

Stock37.12%
Bond29.53%
Cash4.06%
Other29.27%

 

Permanent Portfolio Fund (PRPFX) CompareCompare with other Allocation--30% to 50% Equity category mutual funds

Below are some additional Allocation--30% to 50% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Permanent Portfolio0.150.440.06
Hartford Balanced Income I (HBLIX)3.656.257.99 Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)0.124.475.27 Compare
Berwyn Income (BERIX)0.444.235.21 Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Permanent Portfolio Fund (PRPFX) PerformanceOther Financial Data Web Sites on Permanent Portfolio Fund (PRPFX)

Addition research sites for Permanent Portfolio Fund (PRPFX)

 

Permanent Portfolio Fund (PRPFX) Related ResourcesSee more information on Permanent Portfolio (PRPFX) Fund

Popular pages on Permanent Portfolio (PRPFX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update