Financials
VS
Harry Brown Permanent
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | -0.37% | 0.23% | 1.18% | 4.26% | 16.82% | 40.59% | 29.26% | 85.64% |
| Financials | 0.15% | 2.37% | 4.77% | 2.14% | 10.83% | 56.64% | 93.08% | 128.48% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
| Financials | 30.46% | 11.93% | -10.57% | 34.74% | -2.03% | 31.81% | -13.07% | 21.96% | 22.42% | -1.70% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 85.64% | 6.48% | 6.40% | -30.04% | 0.47 | 0.65 | 0.22 | 0.06 |
| Financials | 128.48% | 10.99% | 8.64% | -56.17% | 0.35 | 0.41 | 0.20 | 0.12 |
Total Return
No Taxes, No Rebalancing.