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Fort Pitt Capital Total Return Fund (FPCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.54-0.49 (-1.75%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.71%
5-Year Average Return10.54%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 21, 2024)27.44%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return27.44%
Worst 3-Yr Total Return2.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFPCGXCategory
YTD5.52%5.31%
1-Month-4.40%-4.19%
3-Month3.65%3.90%
1-Year22.42%20.31%
3-Year5.17%6.48%
5-Year8.54%11.78%
10-Year9.55%10.96%
Last Bull Market30.75%25.56%
Last Bear Market-16.45%-15.11%

Annual Total Return (%) History

Year
FPCGXCategory
2024
N/AN/A
2023
20.86%22.32%
2022
-18.80%-16.96%
2021
23.04%26.07%
2020
9.07%15.83%
2019
27.44%28.78%
2018
-5.33%-6.27%
2017
21.91%20.44%
2016
18.53%10.37%
2015
-3.12%-1.07%
2014
9.78%10.96%
2013
27.33%31.50%
2012
9.38%14.96%
2011
6.90%-1.27%
2010
15.40%14.01%
2009
23.81%28.17%
2008
-36.12%-37.79%
2007
-1.78%6.16%
2006
14.34%14.17%
2005
9.00%5.88%
2004
15.21%10.02%
2003
35.15%27.05%
2002
-4.11%-22.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.37%N/AN/AN/A
20234.21%8.24%-5.32%13.17%
2022-6.86%-16.45%-5.91%10.90%
20216.24%4.91%-1.07%11.58%
2020-24.97%17.50%4.69%18.18%
201913.67%2.63%3.35%5.69%
20180.38%0.34%5.56%-10.96%
20175.67%1.39%6.32%7.03%
20163.40%1.01%6.82%6.23%
20151.15%-1.38%-7.43%4.91%
20142.60%4.93%-1.09%3.10%
201310.64%1.66%2.98%9.93%
20127.65%-2.79%4.31%0.21%
20116.57%0.27%-9.66%10.74%
20105.11%-7.92%8.77%9.62%
2009-10.18%13.92%15.47%4.79%
2008-10.22%-3.67%-6.09%-21.34%
20070.72%6.58%-1.01%-7.58%
20064.25%-0.25%4.53%5.19%
2005-3.45%2.93%6.73%2.77%
20043.56%-0.30%2.10%9.29%
2003-7.43%22.37%4.06%14.64%
20025.20%-4.66%-12.96%9.84%

Rank In Category (By Total Return)

YTD54
1-Month59
3-Month64
1-Year42
3-Year79
5-Year93

Load Adjusted Returns

1-Year22.42%
3-Year5.17%
5-Year8.54%
10-Year9.55%