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Permanent Five Year Return

 
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Five Year Return breakdown for Permanent

Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.

Permanent

Five Year Return

=

(Mean of Monthly Returns - 1)

X

100%

=
0.64 %
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
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Permanent Five Year Return Assessment

According to company disclosure Permanent Portfolio Short Term Treasury has Five Year Return of 0.64%. This is 76.98% lower than that of Permanent Portfolio family, and about the same as Ultrashort Bond (which currently averages 0.64) category, The Five Year Return for all funds is 113.33% lower than the firm.

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Five Year Return Comparison

Permanent is currently under evaluation in five year return among similar funds.
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PRTBX United States NASDAQ
Permanent Portfolio Short Term Treasury
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    

Other Permanent Fundamentals

Number of Employees1
Probability Of Bankruptcy1.00 %
Year to Date Return(0.14) %
One Year Return(0.60) %
Three Year Return(0.54) %
Five Year Return0.64 %
Ten Year Return1.10 %
Net Asset27.17 M
Minimum Initial Investment1 K
Last Dividend Paid0.56
Cash Position Weight100.00 %


 
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