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Permanent Portfolio Short-Term Treasury Port;I

Ranked 3 out of 6 in Short U.S. Treasury Funds over 12 months

All calculations are in USD unless stated

The Fund seeks high current income, consistent with safety of principal. At least 80% of its assets are invested in short-term U.S. Treasury bills and notes with maturities of less than thirteen months. The remainder may be invested in U.S. Treasury bonds having a remaining maturity of thirteen months or less.

sector performance

Short U.S. Treasury Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.2%
2017 0.1% 0.0% 0.0% 0.1% 0.0%
2016 -0.3% 0.0% 0.0% -0.1% -0.2%
2015 -0.6% -0.2% -0.2% -0.2% -0.2%
2014 -0.6% -0.2% -0.2% -0.2% -0.2%
2013 -0.6% -0.1% -0.2% -0.2% -0.2%
2012 -0.6% -0.2% -0.2% -0.1% -0.1%
2011 -0.6% -0.1% -0.2% -0.2% -0.2%
2010 -0.5% -0.1% -0.1% -0.1% -0.2%
2009 -0.4% -0.1% -0.1% -0.1% -0.2%
2008 1.3% 0.7% 0.1% 0.4% 0.1%
2007 3.8% 0.9% 1.0% 1.0% 0.8%
2006 3.8% 0.7% 0.9% 1.1% 1.0%
2005 3.1% 1.4% 0.5% 0.6% 0.7%
2004 0.3% 0.0% 0.0% 0.1% 0.2%
2003 0.0% 0.1% 0.1% -0.1% -0.1%
2002 0.5% 0.2% 0.2% 0.1% 0.1%
2001 2.9% 1.1% 0.8% 0.7% 0.3%
2000 5.0% 1.1% 1.2% 1.3% 1.3%
1999 3.7% 0.9% 0.9% 0.9% 1.0%
1998 4.1% 1.0% 1.1% 1.2% 0.8%
1997 4.1% 1.0% 1.0% 1.0% 1.0%
1996 4.3% 1.0% 1.0% 1.1% 1.0%
1995 4.9% 1.2% 1.3% 1.2% 1.1%
1994 3.3% 0.6% 0.8% 0.9% 1.1%
1993 2.3% 0.6% 0.5% 0.6% 0.6%
1992 2.9% 0.8% 0.8% 0.9% 0.4%
1991 5.3% 1.3% 1.3% 1.3% 1.2%
1990 7.3% 1.8% 1.8% 1.8% 1.8%
1989 8.1% 1.9% 2.2% 1.9% 1.9%
1988 6.4% 1.4% 1.4% 1.6% 1.7%
1987 1.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/09/1987
  • Share Class size13Mn
  • Base currencyUSD
  • ISINUS7141992054

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.69%