Strategic: Managed, ranked by Beta
for period ending June 30, 2020
Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.
|
| Recipe Name | ID | Category | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
|---|
| | | Group average | 0.96 | 0.86 | 0.82 | 0.79 | 0.81 | 0.81 | | 2.5% | 5.8% | 6.2% | 7.2% | 8.7% | 7.3% |
| |
| Permanent Portfolio | PRPFX | Low Equity | 0.68 | 0.57 | 0.52 | 0.48 | 0.50 | 0.47 | | 8.5% | 6.3% | 5.5% | 5.0% | 5.1% | 6.3% |
| S&P 500 Equal Weight | RSP | Equal Weight | 1.24 | 1.15 | 1.11 | 1.11 | 1.12 | 1.15 | | -3.4% | 5.2% | 6.9% | 9.4% | 12.3% | 8.3% |
