Permanent Portfolio Financials
| PRPHX Fund | USD 60.85 0.43 0.70% |
Permanent |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Permanent Portfolio Fund Summary
Permanent Portfolio competes with The Fairholme, Fpa Crescent, Amg Yacktman, Hussman Strategic, and Oakmark Equity. The fund allocates its assets as follows 20 percent of its assets in gold, 5 percent of its assets in silver, 10 percent of its assets in swiss franc assets, 15 percent of its assets in real estate and natural resource stocks, 15 percent of its assets in aggressive growth stocks, and 35 percent of its assets in dollar assets. It is non-diversified.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Permanent Portfolio Family |
| Mutual Fund Family | Permanent Portfolio Family of Funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 341 8900 |
| Currency | USD - US Dollar |
Permanent Portfolio Key Financial Ratios
Permanent Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Permanent Portfolio's current stock value. Our valuation model uses many indicators to compare Permanent Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Permanent Portfolio competition to find correlations between indicators driving Permanent Portfolio's intrinsic value. More Info.Permanent Portfolio Class is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.15 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Permanent Portfolio's earnings, one of the primary drivers of an investment's value.Permanent Portfolio Class Systematic Risk
Permanent Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Permanent Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Permanent Portfolio Class correlated with the market. If Beta is less than 0 Permanent Portfolio generally moves in the opposite direction as compared to the market. If Permanent Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Permanent Portfolio Class is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Permanent Portfolio is generally in the same direction as the market. If Beta > 1 Permanent Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Permanent Portfolio December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Permanent Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Permanent Portfolio Class. We use our internally-developed statistical techniques to arrive at the intrinsic value of Permanent Portfolio Class based on widely used predictive technical indicators. In general, we focus on analyzing Permanent Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Permanent Portfolio's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6465 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 2.66 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 0.9299 |
Other Information on Investing in Permanent Mutual Fund
Permanent Portfolio financial ratios help investors to determine whether Permanent Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Permanent with respect to the benefits of owning Permanent Portfolio security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |