Permanent Portfolio Class Fund Manager Performance Evaluation
| PRPDX Fund | USD 77.46 0.56 0.72% |
The fund holds a Beta of -0.07, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Permanent Portfolio are expected to decrease at a much lower rate. During the bear market, Permanent Portfolio is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Permanent Portfolio Class are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Permanent Portfolio may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | 01/16/2026 |
| Expense Ratio Date | 30th of May 2025 | |
| Expense Ratio | 1.0600 |
Permanent |
Permanent Portfolio Relative Risk vs. Return Landscape
If you would invest 6,913 in Permanent Portfolio Class on November 6, 2025 and sell it today you would earn a total of 833.00 from holding Permanent Portfolio Class or generate 12.05% return on investment over 90 days. Permanent Portfolio Class is currently producing 0.1962% returns and takes up 1.1255% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Permanent, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Permanent Portfolio Current Valuation
Overvalued
Today
Please note that Permanent Portfolio's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Permanent Portfolio Class holds a recent Real Value of $70.95 per share. The prevailing price of the fund is $77.46. 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 77.46 | Real 70.95 | Hype 77.37 | Naive 77.68 |
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 Target Price Odds to finish over Current Price
The tendency of Permanent Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 77.46 | 90 days | 77.46 | about 17.66 |
Based on a normal probability distribution, the odds of Permanent Portfolio to move above the current price in 90 days from now is about 17.66 (This Permanent Portfolio Class probability density function shows the probability of Permanent Mutual Fund to fall within a particular range of prices over 90 days) .
Permanent Portfolio Price Density |
| Price |
Predictive Modules for Permanent Portfolio
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Permanent Portfolio Class. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Permanent Portfolio's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Permanent Portfolio Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Permanent Portfolio is not an exception. The market had few large corrections towards the Permanent Portfolio's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Permanent Portfolio Class, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Permanent Portfolio within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | -0.07 | |
σ | Overall volatility | 3.91 | |
Ir | Information ratio | 0.10 |
Permanent Portfolio Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Permanent Portfolio for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Permanent Portfolio Class can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund maintains about 13.21% of its assets in bonds |
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 | 92.73 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.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| 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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