Data Source: from January 1800 to June 2026
Consolidated Returns as of 30 June 2026

Managing the Harry Browne Permanent Portfolio To GBP with a yearly rebalancing, you would have obtained a 10.86% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 6.55%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the Harry Browne Permanent Portfolio To GBP guaranteed the following returns.

HARRY BROWNE PERMANENT PORTFOLIO TO GBP RETURNS
Period: January 1800 - June 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~227Y)
No Rebalancing 25.68 (0) 13.44 (0) 15.19 (0) 10.86 (0) 8.44 (0)
Yearly Rebalancing -8.78 (1) 2.90 (5) 4.52 (10) 6.71 (30) 5.91 (227)
Half Yearly Rebalancing -9.63 (2) 2.47 (10) 4.42 (20) 6.55 (60) 5.86 (453)
Quarterly Rebalancing -13.37 (4) 1.61 (20) 4.09 (40) 6.45 (120) 5.83 (906)
5% Tolerance per asset -16.27 (2) 1.14 (4) 3.80 (7) 6.42 (21) 5.90 (109)
10% Tolerance per asset -22.02 (1) 0.06 (3) 3.37 (4) 6.56 (10) 6.05 (41)

In order to have complete information about the portfolio, please refer to the Harry Browne Permanent Portfolio To GBP: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of Harry Browne Permanent Portfolio To GBP, after implementing different rebalancing strategies.

HARRY BROWNE PERMANENT PORTFOLIO TO GBP PERFORMANCES
Period: January 1800 - June 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 8.44 (0) 12.93 0.65 -73.44 0.11
Yearly Rebalancing 5.91 (227) 6.63 0.89 -26.96 0.22
Half Yearly Rebalancing 5.86 (453) 6.64 0.88 -27.06 0.22
Quarterly Rebalancing 5.83 (906) 6.64 0.88 -27.11 0.22
5% Tolerance per asset 5.90 (109) 6.68 0.88 -29.00 0.20
10% Tolerance per asset 6.05 (41) 6.83 0.89 -34.04 0.18
(*) Since Jan 1800 (~227 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of Harry Browne Permanent Portfolio To GBP, after implementing different rebalancing strategies.

HARRY BROWNE PERMANENT PORTFOLIO TO GBP DRAWDOWNS
Period: January 1800 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-73.44
Sep 1929 - May 1943
-26.96
Dec 2025 - In progress
-27.06
Dec 2025 - In progress
-27.11
Dec 2025 - In progress
-29.00
Dec 2025 - In progress
-34.04
Dec 2025 - In progress
-48.16
Sep 2000 - Dec 2010
-21.74
Dec 1989 - Jun 1991
-21.61
Dec 1989 - Jun 1991
-21.65
Feb 1861 - Apr 1865
-21.20
Dec 1989 - Jun 1991
-22.54
Dec 1989 - Jun 1991
-45.20
Jan 1973 - Jan 1976
-20.66
Feb 1861 - Feb 1865
-21.38
Feb 1861 - Apr 1865
-21.51
Dec 1989 - Jun 1991
-20.07
Feb 1861 - Jan 1865
-20.32
Feb 1861 - Feb 1865
-36.90
Sep 1987 - May 1989
-19.13
Nov 1986 - May 1989
-18.73
Nov 1986 - May 1989
-18.40
Nov 1986 - May 1989
-18.78
Nov 1986 - May 1989
-19.86
Nov 1986 - May 1989
-30.53
Sep 1989 - May 1991
-16.56
Feb 1813 - May 1817
-16.63
Feb 1813 - Jun 1817
-17.89
Sep 1931 - Jan 1933
-18.49
Sep 1931 - May 1933
-17.00
Feb 1813 - May 1817
5 Worst Drawdowns - Average
-46.85 -21.01 -21.08 -21.31 -21.51 -22.75
10 Worst Drawdowns - Average
-35.71 -17.51 -17.66 -17.76 -17.92 -18.45

For a deeper insight, please refer to the Harry Browne Permanent Portfolio To GBP: ETF allocation and returns page.