C
Permanent Portfolio Aggressive Growth Portfolio Class I PAGRX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Good
Reward Grade B
Risk Index Fair
Risk Grade C-
Company Info PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Provider Permanent Portfolio Family of Funds
Manager/Tenure (Years) Michael Joseph Cuggino (23)
Website http://www.permanentportfoliofunds.com
Fund Information PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Fund Name Permanent Portfolio Aggressive Growth Portfolio Class I
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Aggressive Growth
Inception Date Jan 02, 1990
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 100.00
Front End Fee --
Back End Fee --
Dividends and Shares PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 0.00%
Dividend PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.02%
Asset Allocation PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash 0.16%
Stock 99.85%
U.S. Stock 97.83%
Non-U.S. Stock 2.02%
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 PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 1.13%
30-Day Total Return -1.83%
60-Day Total Return -3.72%
90-Day Total Return 1.91%
Year to Date Total Return 9.12%
1-Year Total Return 13.08%
2-Year Total Return 57.54%
3-Year Total Return 159.42%
5-Year Total Return 124.11%
Price PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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 PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $154.32
1-Month Low NAV $152.10
1-Month High NAV $158.12
52-Week Low NAV $128.48
52-Week Low NAV (Date) Nov 20, 2025
52-Week High NAV $164.49
52-Week High Price (Date) Jun 01, 2026
Beta / Standard Deviation PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 1.17
Standard Deviation 16.23
Balance Sheet PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 529.74M
Operating Ratios PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.10%
Turnover Ratio 2.54%
Performance PAGRX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 46.27%
Last Bear Market Total Return -25.03%