Utilities
VS
Harry Brown Permanent Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent Portfolio | -0.09% | -0.80% | 1.33% | 7.92% | 15.56% | 47.30% | 31.99% | 80.41% |
| Utilities | -0.69% | -2.51% | 0.21% | 3.85% | 11.50% | 32.91% | 42.83% | 102.82% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent Portfolio | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% | -4.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent Portfolio | 80.41% | 6.20% | 6.09% | -29.83% | 0.43 | 0.59 | 0.21 | 0.06 |
| Utilities | 102.82% | 8.95% | 7.35% | -59.30% | 0.31 | 0.40 | 0.15 | 0.10 |
Total Return
No Taxes, No Rebalancing.