Permanent Portfolio Financial Statements From 2010 to 2024
| PRPHX Fund | USD 61.06 0.24 0.39% |
Check Permanent Portfolio financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Permanent Portfolio's main balance sheet or income statement drivers, such as , as well as many indicators such as . Permanent financial statements analysis is a perfect complement when working with Permanent Portfolio Valuation or Volatility modules.
Permanent |
Permanent Portfolio Class Mutual Fund Year To Date Return Analysis
Permanent Portfolio's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Permanent Portfolio Year To Date Return | 24.60 % |
Most of Permanent Portfolio's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Permanent Portfolio Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Permanent Portfolio Class has a Year To Date Return of 24.5965%. This is much higher than that of the Permanent Portfolio Family of Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Permanent Portfolio Class Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Permanent Portfolio's current stock value. Our valuation model uses many indicators to compare Permanent Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Permanent Portfolio competition to find correlations between indicators driving Permanent Portfolio's intrinsic value. More Info.Permanent Portfolio Class is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.21 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Permanent Portfolio's earnings, one of the primary drivers of an investment's value.About Permanent Portfolio Financial Statements
Permanent Portfolio investors use historical fundamental indicators, such as Permanent Portfolio's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Permanent Portfolio. Please read more on our technical analysis and fundamental analysis pages.
The fund allocates its assets as follows 20 percent of its assets in gold, 5 percent of its assets in silver, 10 percent of its assets in swiss franc assets, 15 percent of its assets in real estate and natural resource stocks, 15 percent of its assets in aggressive growth stocks, and 35 percent of its assets in dollar assets. Permanent Portfolio is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Permanent Mutual Fund
Permanent Portfolio financial ratios help investors to determine whether Permanent Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Permanent with respect to the benefits of owning Permanent Portfolio security.
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