PRPFX
Permanent Portfolio Permanent-I
$54.62
-0.10 (-0.18%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 2939.785M |
52 Week High | 55.64 |
52 Week Low | 45.935 |
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Key Data
Symbol | PRPFX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 54.62 |
Price Yesterday | 54.72 |
Market Cap | 2,939.79 |
YTD Return | 6.62% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0082 |
Overview
52 Week High | 55.64 |
---|---|
52 Week Low | 45.94 |
Market Cap | 2,939.79M |
Shares Outstanding | 53.82M |
Income Dividend Yield | 0.61% |
Long Term Dividend Yield | 0.55% |
Short Term Dividend Yield | 0.15% |
52 Week Yield (All) | 1.31% |
Returns Annualized
One Day | -36.96% |
---|---|
Five Days | -23.44% |
One Months | 17.43% |
Three Months | 35.38% |
Six Months | 29.81% |
Nine Months | 15.91% |
One Year | 16.18% |
Three Years | 5.25% |
Five Years | 9.75% |
Ten Years | 6.09% |
YTD | 22.70% |
Since Inception | 6.65% |
Returns Total
One Day | -0.18% |
---|---|
Five Days | -0.53% |
One Month | 1.41% |
Three Months | 7.86% |
Six Months | 13.80% |
Nine Months | 11.76% |
One Year | 16.17% |
Three Years | 16.55% |
Five Years | 59.13% |
Ten Years | 80.34% |
YTD | 6.62% |
Since Inception | 890.21% |
Yearly Returns
2024 | 6.62% |
---|---|
2023 | 11.96% |
2022 | -5.48% |
2021 | 10.86% |
2020 | 18.86% |
2019 | 16.91% |
2018 | -6.23% |
2017 | 11.42% |
2016 | 10.34% |
2015 | -6.58% |
Risk against SP-DA
Alpha | 1.11% |
---|---|
Beta | 0.51 |
Correlation | 73.91% |
Downside Deviation | 1.55% |
Coefficient of determination | 54.62% |
Standard Deviation | 2.35% |
Sharpe Ratio | -1.03 |
Sortino | -5.4 |
Treynor | 21.35 |
Ulcer Index | 1.75 |
Ulcer Performance Index | -4.79 |