PRPHX
Permanent Portfolio Permanent-C
$55.00
0.02 (0.04%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 3271.021M |
| 52 Week High | 55.22 |
| 52 Week Low | 45.367 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | PRPHX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 55 |
| Price Yesterday | 54.98 |
| Market Cap | 3,271.02 |
| YTD Return | 10.98% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0182 |
Overview
| 52 Week High | 55.22 |
|---|---|
| 52 Week Low | 45.37 |
| Market Cap | 3,271.02M |
| Shares Outstanding | 59.47M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.54% |
| Short Term Dividend Yield | 0.15% |
| 52 Week Yield (All) | 0.69% |
Returns Annualized
| One Day | 9.61% |
|---|---|
| Five Days | 98.06% |
| One Months | 40.07% |
| Three Months | 10.47% |
| Six Months | 26.70% |
| Nine Months | 26.66% |
| One Year | 19.50% |
| Three Years | 4.89% |
| Five Years | 9.39% |
| Ten Years | -999 |
| YTD | 22.40% |
| Since Inception | 7.70% |
Returns Total
| One Day | 0.04% |
|---|---|
| Five Days | 1.36% |
| One Month | 2.71% |
| Three Months | 2.48% |
| Six Months | 12.34% |
| Nine Months | 19.15% |
| One Year | 19.48% |
| Three Years | 15.32% |
| Five Years | 56.49% |
| Ten Years | -999 |
| YTD | 10.98% |
| Since Inception | 79.07% |
Yearly Returns
| 2024 | 10.98% |
|---|---|
| 2023 | 10.84% |
| 2022 | -6.42% |
| 2021 | 9.74% |
| 2020 | 17.69% |
| 2019 | 15.76% |
| 2018 | -7.18% |
| 2017 | 10.32% |
| 2016 | 1.60% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -0.24% |
|---|---|
| Beta | 0.62 |
| Correlation | 78.97% |
| Downside Deviation | 1.52% |
| Coefficient of determination | 62.37% |
| Standard Deviation | 2.51% |
| Sharpe Ratio | -1.06 |
| Sortino | -6.06 |
| Treynor | 22.95 |
| Ulcer Index | 1.84 |
| Ulcer Performance Index | -5 |