Permanent Portfolio Family of Funds

Statistics as of Jun 06, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Ultrashort Bond
Expense Ratio
0.65%
TTM Yield
2.6%
3yr Sharpe
-1.16
YTD Return
1.7%
3yr Return
8.9%
1yr Return
4.2%
Total Assets
$14M
6M Money Flow
$257K
Short-Term Bond
Expense Ratio
0.65%
TTM Yield
3.6%
3yr Sharpe
-0.26
YTD Return
1.5%
3yr Return
12.7%
1yr Return
4.7%
Total Assets
$94M
6M Money Flow
-$5M
Large Blend
Expense Ratio
1.21%
TTM Yield
0.2%
3yr Sharpe
0.92
YTD Return
11.1%
3yr Return
101.6%
1yr Return
31.7%
Total Assets
$60M
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
0.81%
TTM Yield
0.9%
3yr Sharpe
0.93
YTD Return
11.3%
3yr Return
46.6%
1yr Return
20.7%
Total Assets
$5B
6M Money Flow
$655M