This ETF offers exposure to a "permanent" strategy that includes exposure to a number of different asset classes. PERM spreads its holdings across domestic and international stocks, long-term Treasuries, short-Term Treasuries, and precious metals, resulting in a portfolio of assets that feature unique return drivers and risk factors. By maintaining a portfolio of some asset classes that should feature relatively low correlation with one another, PERM gives investors access to a strategy that should exhibit lower volatility than traditional equity positions. PERM can be used in a number of different ways. Some may see it as a core holding around which other positions can be added to achieve customized exposure based on risk tolerance and return objectives. Others may see it as a way to "equitize" cash over shorter periods of time, achieving broad-based access to various asset classes until resources can be deployed otherwise. For investors looking for "one stop" exposure to multiple asset classes, the ETFs in the Diversified Portfolios and Target Retirement Date ETFdb Categories offer a number of different strategies that cover just about every objective and level of risk tolerance.
The adjacent table gives investors an individual Realtime Rating for PERM on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Diversified Portfolio with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb Category.
|0% to 1%||6.22%|
|1% to 2%||12.41%|
|2% to 3%||0.0%|
|3% to 4%||18.59%|
|4% to 5%||12.32%|
|5% to 6%||0.0%|
|6% to 7%||0.0%|
|7% to 8%||0.0%|
|8% to 9%||0.0%|
|9% to 10%||0.0%|
|Greater Than 10%||0.0%|
|Less Than 1 Year||0.0%|
There are 10 other ETFs in the Diversified Portfolio ETFdb Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of PERM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb Category.
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