Permanent Portfolio Analysis
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"Refined" Permanent Portfolio100% Stock Portfolio75% Stock / 25% Bonds Portfolio100% Stock Portfolio75% Stock / 25% Bonds Portfolio100% Gold Portfolio100% Bond Portfolio100% Cash Portfolio
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20 Year Overall ROI462%363%407%
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Growth of $10,000$56,238$46,312$50,689
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Avg. Annual Return9.6%9.5%9.4%
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Std Dev. Of Annual Returns10.9%17.2%13.5%
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Compound Annual Growth Rate9.0%8.0%8.5%
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Permanent Portfolio Component"Refined" Permanent Portfolio Components
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Assumes $10,000 Starting Value25% Stocks25% Gold25% Bonds25% Cash100% Stock Portfolio75% Stock / 25% Bonds Portfolio100% Gold Portfolio100% Bond Portfolio100% Cash PortfolioAnnual Returns & Correlation
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DatePermanent Portfolio ValueVanguard S&P500 Index Fund PriceVanguard Precious Metals Fund PriceVanguard Long Term Treasury Fund PriceShort Term Federal Bonds PriceAnnual Returns100% Stock Portfolio ValueStock Annual Returns75% Stock / 25% Bonds Portfolio ValueAnnual Returns100% Stock Portfolio ValueGold Annual Returns100% Stock Portfolio ValueBond Annual Returns100% Stock Portfolio ValueCash Annual ReturnsYearsStock Annual ReturnsGold Annual ReturnsBond Annual ReturnsCash Annual Returns
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10/3/11$56,237.73114.1622.8213.0110.95.7%$46,312.376.6%$50,689.149.4%$62,520.55-4.0%$50,622.5714.1%$27,948.720.9%206.6%-4.0%14.1%0.9%
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9/1/11$54,450.85104.1820.9113.7410.93$42,263.69$47,884.80$57,287.67$53,463.04$28,025.641916.4%38.7%10.0%3.9%
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8/1/11$56,989.62112.0926.4212.4710.94$45,472.62$49,237.10$72,383.56$48,521.40$28,051.28189.9%66.4%11.6%7.1%
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7/1/11$56,355.00118.5526.2411.4810.87$48,093.31$50,206.57$71,890.41$44,669.26$27,871.7917-36.1%-60.9%4.6%5.3%
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6/1/11$55,510.97121.0325.411.0110.81$49,099.39$50,443.45$69,589.04$42,840.47$27,717.951614.4%50.9%4.6%5.6%
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5/2/11$56,983.64123.0927.211.2410.81$49,935.09$51,350.68$74,520.55$43,735.41$27,717.951516.2%48.5%5.1%4.8%
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4/1/11$57,010.63124.5127.9910.8810.76$50,511.16$51,365.14$76,684.93$42,334.63$27,589.74148.6%35.8%3.6%0.6%
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3/1/11$55,577.63120.9526.7710.6610.68$49,066.94$50,003.32$73,342.47$41,478.60$27,384.62139.3%11.2%9.0%2.1%
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2/1/11$55,307.78120.9126.1710.6910.69$49,050.71$50,026.00$71,698.63$41,595.33$27,410.261220.6%62.1%4.2%2.7%
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1/3/11$53,548.78116.9224.110.5610.7$47,432.05$48,631.63$66,027.40$41,089.49$27,435.9011-15.2%25.0%5.5%6.2%
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12/1/10$54,859.35114.2226.6910.8210.68$46,336.71$48,068.20$73,123.29$42,101.17$27,384.6210-25.0%29.3%18.2%12.4%
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11/1/10$52,867.50107.0823.6811.2210.76$43,440.16$46,170.73$64,876.71$43,657.59$27,589.7496.2%-14.2%10.9%6.8%
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10/1/10$53,182.59107.0823.7811.410.817.8%$43,440.1616.4%$46,353.7115.6%$65,150.6838.7%$44,357.9810.0%$27,692.313.9%825.7%12.3%-5.9%2.1%
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9/1/10$52,057.32103.1722.0811.7910.75$41,853.96$45,437.94$60,493.15$45,875.49$27,564.10721.9%-13.2%15.6%7.6%
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8/2/10$49,472.0694.7319.4312.0110.73$38,430.02$42,775.51$53,232.88$46,731.52$27,512.82632.0%-31.7%11.8%6.4%
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7/1/10$48,876.6099.2219.0711.2110.69$40,251.52$43,475.40$52,246.58$43,618.68$27,410.26524.0%11.6%3.0%6.0%
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6/1/10$47,230.0292.7417.9111.2310.62$37,622.72$41,328.02$49,068.49$43,696.50$27,230.77426.3%-18.2%26.5%9.9%
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5/3/10$47,442.7197.8718.2710.7310.54$39,703.85$42,503.79$50,054.79$41,750.97$27,025.6433.7%21.0%-10.8%-0.4%
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4/1/10$49,011.93106.3820.210.310.48$43,156.19$44,720.14$55,342.47$40,077.82$26,871.79214.7%58.1%23.6%7.3%
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3/1/10$48,519.86104.7320.210.0610.47$42,486.82$43,938.89$55,342.47$39,143.97$26,846.1519.8%-18.4%10.5%9.0%
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2/1/10$46,763.5798.7818.2710.2110.48$40,073.02$42,187.95$50,054.79$39,727.63$26,871.79
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1/4/10$46,110.2395.8217.8110.2310.46$38,872.21$41,252.36$48,794.52$39,805.45$26,820.51
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12/1/09$47,077.1999.419.429.9610.36$40,324.54$42,104.34$53,205.48$38,754.86$26,564.10
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11/2/09$47,734.7297.5119.5610.5610.47$39,557.81$42,090.35$53,589.04$41,089.49$26,846.15
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10/1/09$45,159.659217.1410.3610.3923.6%$37,322.529.9%$40,095.7911.2%$46,958.9066.4%$40,311.2811.6%$26,641.037.1%
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9/1/09$45,809.0093.7517.6110.5210.35$38,032.45$40,822.53$48,246.58$40,933.85$26,538.46
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8/3/09$44,286.7990.3916.3810.3110.3$36,669.37$39,519.52$44,876.71$40,116.73$26,410.26
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7/1/09$43,417.7287.2515.9910.1410.27$35,395.54$38,324.46$43,808.22$39,455.25$26,333.33
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6/1/09$41,188.2981.114.1910.0610.21$32,900.61$36,193.99$38,876.71$39,143.97$26,179.49
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5/1/09$41,747.8280.9215.119.9910.23$32,827.59$36,070.63$41,397.26$38,871.60$26,230.77
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4/1/09$39,361.4076.6212.4910.2610.2$31,083.16$34,833.62$34,219.18$39,922.18$26,153.85
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3/2/09$37,849.0769.9311.2410.810.17$28,369.17$32,885.17$30,794.52$42,023.35$26,076.92
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2/2/09$35,040.8464.299.5810.2610.1$26,081.14$30,478.76$26,246.58$39,922.18$25,897.44
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1/2/09$36,455.0871.9610.0210.3610.05$29,192.70$33,214.05$27,452.05$40,311.28$25,769.23
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12/1/08$39,008.4678.5711.0111.3210.08$31,874.24$36,271.68$30,164.38$44,046.69$25,846.15
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11/3/08$36,338.5477.739.410.49.85$31,533.47$35,207.69$25,753.42$40,466.93$25,256.41
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10/1/08$36,548.6483.7410.39.289.7-25.0%$33,971.60-36.1%$36,060.70-27.3%$28,219.18-60.9%$36,108.954.6%$24,871.795.3%
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9/2/08$43,040.64100.6417.149.639.7$40,827.59$41,690.13$46,958.90$37,470.82$24,871.79
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8/1/08$46,817.54110.4722.529.69.68$44,815.42$44,634.02$61,698.63$37,354.09$24,820.51
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7/1/08$47,300.40108.924.419.439.64$44,178.50$43,960.57$66,876.71$36,692.61$24,717.95
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6/2/08$49,580.41109.8129.849.49.61$44,547.67$44,200.02$81,753.42$36,575.88$24,641.03
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5/1/08$50,536.57119.9530.199.249.58$48,661.26$46,974.94$82,712.33$35,953.31$24,564.10
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4/1/08$49,555.44118.4227.639.449.63$48,040.57$46,769.46$75,698.63$36,731.52$24,692.31
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3/3/08$48,860.91112.9326.779.619.69$45,813.39$45,317.57$73,342.47$37,393.00$24,846.15
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2/1/08$49,213.27113.4427.829.529.65$46,020.28$45,363.31$76,219.18$37,042.80$24,743.59
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1/2/08$48,015.81117.2524.89.489.59$47,565.92$46,446.26$67,945.21$36,887.16$24,589.74
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12/3/07$48,138.94124.7624.689.249.41$50,612.58$48,313.74$67,616.44$35,953.31$24,128.21
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11/1/07$48,043.09125.6224.379.279.36$50,961.46$48,602.61$66,767.12$36,070.04$24,000.00
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10/1/07$48,712.04131.1126.338.879.2118.0%$53,188.6414.4%$49,601.1312.0%$72,136.9950.9%$34,513.624.6%$23,615.385.6%
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9/4/07$47,179.04129.0824.028.759.17$52,365.11$48,857.35$65,808.22$34,046.69$23,512.82
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8/1/07$45,021.99124.4421.018.739.09$50,482.76$47,501.74$57,561.64$33,968.87$23,307.69
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7/2/07$44,790.03122.621.538.569$49,736.31$46,743.51$58,986.30$33,307.39$23,076.92
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6/1/07$45,224.32126.5122.418.368.93$51,322.52$47,561.53$61,397.26$32,529.18$22,897.44
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5/1/07$45,368.82128.6722.168.448.91$52,198.78$48,283.86$60,712.33$32,840.47$22,846.15
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4/2/07$44,459.12124.3420.738.68.94$50,442.19$47,269.14$56,794.52$33,463.04$22,923.08
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3/1/07$43,328.55119.0819.798.538.9$48,308.32$45,662.70$54,219.18$33,190.66$22,820.51
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2/1/07$42,705.22117.7718.758.638.87$47,776.88$45,415.39$51,369.86$33,579.77$22,743.59
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1/3/07$42,381.07120.1418.568.388.78$48,738.34$45,751.06$50,849.32$32,607.00$22,512.82
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12/1/06$42,067.10118.3718.188.458.76$48,020.28$45,336.51$49,808.22$32,879.38$22,461.54
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11/1/06$42,215.30116.7418.298.648.76$47,359.03$45,112.11$50,109.59$33,618.68$22,461.54
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10/2/06$41,281.88114.5817.458.488.7218.2%$46,482.7616.2%$44,277.2413.4%$47,808.2248.5%$32,996.115.1%$22,358.974.8%
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9/1/06$39,943.31110.9716.038.418.68$45,018.26$43,135.05$43,917.81$32,723.74$22,256.41
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8/1/06$40,081.22108.217.098.288.62$43,894.52$42,160.07$46,821.92$32,217.90$22,102.56
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7/3/06$39,388.21105.716.98.068.55$42,880.32$41,149.33$46,301.37$31,361.87$21,923.08
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6/1/06$39,216.75105.0717.177.918.48$42,624.75$40,772.68$47,041.10$30,778.21$21,743.59
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5/1/06$39,146.71104.9317.227.868.46$42,567.95$40,667.31$47,178.08$30,583.66$21,692.31
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4/3/06$39,870.15108.0618.057.868.44$43,837.73$41,570.39$49,452.05$30,583.66$21,641.03
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3/1/06$38,957.82106.6416.448.028.42$43,261.66$41,363.60$45,041.10$31,206.23$21,589.74
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2/1/06$38,293.86105.3315.098.38.41$42,730.22$41,326.65$41,342.47$32,295.72$21,564.10
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1/3/06$38,615.84105.0715.798.238.41$42,624.75$41,162.73$43,260.27$32,023.35$21,564.10
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12/1/05$36,908.15102.3613.538.318.4$41,525.35$40,456.77$37,068.49$32,334.63$21,538.46
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11/1/05$36,022.86102.3412.668.128.35$41,517.24$40,215.62$34,684.93$31,595.33$21,410.26
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10/3/05$34,931.5298.6211.758.078.3212.0%$40,008.118.6%$39,050.397.5%$32,191.7835.8%$31,400.783.6%$21,333.330.6%
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9/1/05$35,902.49100.3112.668.218.34$40,693.71$39,721.64$34,684.93$31,945.53$21,384.62
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8/1/05$35,005.6799.5211.258.458.36$40,373.23$39,767.25$30,821.92$32,879.38$21,435.90
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7/1/05$34,304.50100.4310.678.218.3$40,742.39$39,746.89$29,232.88$31,945.53$21,282.05
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6/1/05$33,616.2596.849.938.438.33$39,286.00$38,918.72$27,205.48$32,801.56$21,358.97
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5/2/05$33,009.9496.729.428.298.32$39,237.32$38,719.22$25,808.22$32,256.81$21,333.33
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4/1/05$32,311.0793.759.218.088.27$38,032.45$37,582.08$25,232.88$31,439.69$21,205.13
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3/1/05$32,664.2895.589.827.838.22$38,774.85$37,823.30$26,904.11$30,466.93$21,076.92
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2/1/05$33,200.4197.2910.217.898.23$39,468.56$38,402.55$27,972.60$30,700.39$21,102.56
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1/3/05$32,342.0895.39.287.998.25$38,661.26$37,927.23$25,424.66$31,089.49$21,153.85
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12/1/04$32,445.1497.79.417.798.25$39,634.89$38,388.09$25,780.82$30,311.28$21,153.85
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11/1/04$32,049.2194.499.517.628.22$38,332.66$37,231.81$26,054.79$29,649.81$21,076.92
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10/1/04$31,176.5590.828.657.798.278.4%$36,843.819.3%$36,328.989.3%$23,698.6311.2%$30,311.289.0%$21,205.132.1%
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9/1/04$30,776.3789.468.497.688.24$36,292.09$35,792.72$23,260.27$29,883.27$21,128.21
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8/2/04$29,955.0388.527.797.618.24$35,910.75$35,429.08$21,342.47$29,610.89$21,128.21
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7/1/04$29,351.1788.187.527.368.17$35,772.82$35,030.30$20,602.74$28,638.13$20,948.72
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6/1/04$29,368.7091.27.457.258.12$36,997.97$35,783.27$20,410.96$28,210.12$20,820.51
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5/3/04$29,195.9389.477.487.198.12$36,296.15$35,199.37$20,493.15$27,976.65$20,820.51
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"Refined" Permanent Portfolio
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Refined Perm. Price Correls.