Permanent Portfolio (Static) — Fixed Allocation Portfolio
Classic 4x25% allocation: stocks, long bonds, gold, and cash. Covers prosperity, deflation, inflation, and recession.
Backtest Performance (1991-11-29 to 2026-04-07)
| Metric | Permanent Portfolio (Static) |
|---|---|
| Compound Annual Growth Rate (CAGR) | 7.5% |
| Maximum Drawdown | -18.6% |
| Sharpe Ratio | 1.08 |
| Sortino Ratio | 1.52 |
| Annualized Volatility | 6.9% |
| Calmar Ratio | 0.41 |
| Total Return | 1120.0% |
| Backtest Period | 34.5 years |
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- conservative
- Variants
- 1
- Author
- Harry Browne
Categories
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