Permanent Portfolio Class Fund Manager Performance Evaluation
| PRPDX Fund | USD 77.25 -0.70 -0.90% |
The fund secures a beta of 0.55, which signifies generally lower market sensitivity than the broad market. With a sub-1 beta, PERMANENT PORTFOLIO typically participates in market rallies at a reduced pace while often limiting downside exposure.
Risk-Adjusted Performance
Mild
Weak | Strong |
Permanent Portfolio Class currently ranks below 3% of comparable funds and fund portfolios when recent risk-adjusted returns are measured across a 90-day horizon. Market capitalization should still be reviewed beside liquidity, leverage, and earnings quality. Despite somewhat strong fundamental indicators, PERMANENT PORTFOLIO is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 30th of May 2025 | |
| Expense Ratio | 1.0600 |
PERMANENT |
Relative Risk vs. Return Landscape
If you had invested $ 7,504 in Permanent Portfolio Class on December 22, 2025 and sold it today you would have earned a total of $ 221.00 from holding Permanent Portfolio Class or generated 2.95% return on investment over 90 days. Permanent Portfolio Class is currently producing a 0.0547% return and carries 1.251% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than PERMANENT, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Permanent Portfolio Class
Below is the normalized historical share price chart for Permanent Portfolio Class extending back to May 31, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of PERMANENT PORTFOLIO stands at 77.25, as last reported on the 22nd of March, with the highest price reaching 77.25 and the lowest price hitting 77.25 during the day.Macro event markers
Target Price Odds to finish over Current Price
A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For PERMANENT Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 77.25 | 90 days | 77.25 | about 70.13 |
According to our probability model, the chance of PERMANENT PORTFOLIO moving above the current price in 90 days from now is about 70.13 (This probability chart for Permanent Portfolio Class depicts the range of likely prices for PERMANENT Mutual Fund over a 90-day horizon).
PERMANENT PORTFOLIO Price Density |
| Price |
Predictive Modules for PERMANENT PORTFOLIO
Predicting the direction of Permanent Portfolio Class and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods frames the confidence level of their predictions.The concept of mean reversion suggests that PERMANENT PORTFOLIO's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Primary Risk Indicators
Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. PERMANENT PORTFOLIO has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking PERMANENT PORTFOLIO's volatility and elasticity can help investors in Permanent Portfolio Class limit the impact of adverse market moves.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.55 | |
σ | Overall volatility | 2.67 | |
Ir | Information ratio | 0.14 |
Investor Alerts and Insights
Real-time alerts for PERMANENT PORTFOLIO allow investors to track important fund developments as they happen. Reviewing ongoing notifications for Permanent Portfolio Class helps identify opportunities and risks before they are fully priced into the market.| The fund maintains about 13.21% of its assets in bonds |
PERMANENT PORTFOLIO Fundamentals Growth
Investors assess PERMANENT Mutual Fund by examining PERMANENT PORTFOLIO's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape PERMANENT Mutual Fund market performance.
| Total Asset | 117.67 M | |||
Performance Metrics & Calculation Methodology
PERMANENT PORTFOLIO performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.
For Permanent Portfolio Class, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.