Permanent Portfolio Class Fund Manager Performance Evaluation
| PRPHX Fund | USD 60.85 0.43 0.70% |
The fund holds a Beta of 0.3, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Permanent Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Permanent Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Permanent Portfolio Class are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical indicators, Permanent Portfolio may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 31st of May 2023 | |
| Expense Ratio | 1.8200 |
Permanent |
Permanent Portfolio Relative Risk vs. Return Landscape
If you would invest 5,566 in Permanent Portfolio Class on September 4, 2024 and sell it today you would earn a total of 519.00 from holding Permanent Portfolio Class or generate 9.32% return on investment over 90 days. Permanent Portfolio Class is currently producing 0.1408% returns and takes up 0.5245% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Permanent, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Permanent Portfolio Current Valuation
Fairly Valued
Today
Please note that Permanent Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Permanent Portfolio Class holds a recent Real Value of $60.31 per share. The prevailing price of the fund is $60.85. We determine the value of Permanent Portfolio Class from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Permanent Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Permanent Mutual Fund. However, Permanent Portfolio's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 60.85 | Real 60.31 | Hype 60.85 | Naive 61.4 |
The intrinsic value of Permanent Portfolio's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Permanent Portfolio's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Permanent Portfolio Class helps investors to forecast how Permanent mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Permanent Portfolio more accurately as focusing exclusively on Permanent Portfolio's fundamentals will not take into account other important factors: Permanent Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Permanent Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Permanent Portfolio Class, and traders can use it to determine the average amount a Permanent Portfolio's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2684
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PRPHX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Permanent Portfolio is performing at about 21% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Permanent Portfolio by adding it to a well-diversified portfolio.
Permanent Portfolio Fundamentals Growth
Permanent Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Permanent Portfolio, and Permanent Portfolio fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Permanent Mutual Fund performance.
| Total Asset | 34.76 M | ||||
About Permanent Portfolio Performance
Evaluating Permanent Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Permanent Portfolio has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Permanent Portfolio has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Permanent Portfolio Class performance evaluation
Checking the ongoing alerts about Permanent Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Permanent Portfolio Class help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 13.21% of its assets in bonds |
- Analyzing Permanent Portfolio's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Permanent Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Permanent Portfolio's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Permanent Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Permanent Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Permanent Portfolio's mutual fund. These opinions can provide insight into Permanent Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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