All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PRPFX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PRPFX real return snapshot: after CPI-U inflation, PRPFX returned +11.18% over the past year and +0.74% YTD, with dividends reinvested. Since May 15, 1986, PRPFX is up +1,052.25% in real purchasing-power return, or +6.25%/yr, and is currently −9.56% below its real total-return high on Jan. 29, 2026.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Thu 1986-05-15💬 to Mon 2026-09-14 Overall
Return
Exponential
Trendline
PRPFX
×
+1,052.25%
+6.25%/yr
+6.36%/yr
R2=0.963
Permanent Portfolio Class I Mutual Fund

Growth of $10,000 Summary

Thu 1986-05-15💬 to Mon 2026-09-14 Start
Value
End
Value
PRPFX
×
$10,000.00
1986-05-15
$115,225.32
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
PRPFX
×
+0.74% +11.18%

Drawdowns

  Current
Drawdown
Worst
Drawdown
PRPFX
×
−9.56%
on 2026-09-14
from 2026-01-29 peak
−26.42%
on 2008-11-20
from 2008-05-20 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
PRPFX
×
+11.18% +34.15%
+15.82%/yr
+60.53%
+17.09%/yr
+51.24%
+8.63%/yr
+142.34%
+9.26%/yr

Annual Returns

Year PRPFX
2026 (YTD) +0.74%
2025 +28.17%
2024 +17.05%
2023 +9.17%
2022 −10.08%
2021 +5.37%
2020 +22.72%
2019 +16.54%
2018 −0.14%
2017 +10.62%
2016 +8.24%
2015 −1.53%
2014 +6.02%
2013 +7.31%
2012 +5.88%
2011 −0.18%
2010 +17.63%
2009 +15.92%
2008 −8.32%
2007 +8.55%
2006 +11.87%
2005 +4.23%
2004 +10.07%
2003 +18.63%
2002 +13.18%
2001 +3.16%
2000 +5.53%
1999 +3.07%
1998 +5.45%
1997 +5.94%
1996 −1.14%
1995 +12.62%
1994 −5.39%
1993 +12.42%
1992 −0.36%
1991 +4.90%
1990 −9.40%
1989 +1.63%
1988 −2.87%
1987 +8.36%
1986 +3.51%