Permanent Portfolio Aggressive Growth Portfolio Class A
PAGDX
NASDAQ
| Weiss Ratings | PAGDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | PAGDX-NASDAQ | Click to Compare |
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| Provider | Permanent Portfolio Family of Funds | |||
| Manager/Tenure (Years) | Michael Joseph Cuggino (22) | |||
| Website | http://www.permanentportfoliofunds.com | |||
| Fund Information | PAGDX-NASDAQ | Click to Compare |
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| Fund Name | Permanent Portfolio Aggressive Growth Portfolio Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Aggressive Growth | |||
| Inception Date | May 31, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | PAGDX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.04% | |||
| Dividend | PAGDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.22% | |||
| Asset Allocation | PAGDX-NASDAQ | Click to Compare |
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| Cash | 4.13% | |||
| Stock | 95.86% | |||
| U.S. Stock | 92.91% | |||
| Non-U.S. Stock | 2.95% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PAGDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.05% | |||
| 30-Day Total Return | 5.58% | |||
| 60-Day Total Return | 4.51% | |||
| 90-Day Total Return | 11.48% | |||
| Year to Date Total Return | 23.81% | |||
| 1-Year Total Return | 47.32% | |||
| 2-Year Total Return | 94.11% | |||
| 3-Year Total Return | 151.03% | |||
| 5-Year Total Return | 170.49% | |||
| Price | PAGDX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PAGDX-NASDAQ | Click to Compare |
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| Nav | $127.20 | |||
| 1-Month Low NAV | $122.90 | |||
| 1-Month High NAV | $128.51 | |||
| 52-Week Low NAV | $85.04 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $128.51 | |||
| 52-Week High Price (Date) | Aug 28, 2025 | |||
| Beta / Standard Deviation | PAGDX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 20.15 | |||
| Balance Sheet | PAGDX-NASDAQ | Click to Compare |
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| Total Assets | 98.38M | |||
| Operating Ratios | PAGDX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.46% | |||
| Turnover Ratio | 2.54% | |||
| Performance | PAGDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 30.73% | |||
| Last Bear Market Total Return | -25.06% | |||