Historical performance and safe withdrawal rate analysis for the Permanent Portfolio. See asset allocation, risk metrics, and success rates across different withdrawal strategies and retirement horizons.
Harry Browne's Permanent Portfolio: 25% each in Stocks, Long-Term Bonds, Cash/T-Bills, and Gold. Designed to protect wealth through any economic environment with equal weight to prosperity, deflation, recession, and inflation.
Source: Harry Browne
Worst year: -5.2%
Sharpe: 0.61
| Metric | Value |
|---|---|
| CAGR (Annual Return) | 5.3% |
| Volatility (Std Dev) | 6.2% |
| Maximum Drawdown | -12.8% |
| Sharpe Ratio | 0.61 |
| Best Year | 14.8% |
| Worst Year | -5.2% |
| Withdrawal Rate | 30-Year Success | 40-Year Success |
|---|---|---|
| Conservative (3%) | 100% | 97% |
| Moderate (3.5%) | 97% | 89% |
| Standard (4%) | 81% | 73% |
| Aggressive (5%) | 57% | 49% |
Conservative (3%)
Moderate (3.5%)
Standard (4%)
Aggressive (5%)
Calculation Assumptions
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