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Penn Capital Mid Cap Core Inst (PSMPX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.57
-0.03
(-0.26%)
At close: 06:05PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
3.29%
5-Year Average Return
5.64%
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (May 15, 2024)
30.83%
Worst 1 Yr Total Return (May 15, 2024)
N/A
Best 3-Yr Total Return
30.83%
Worst 3-Yr Total Return
0.82%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
PSMPX
Category
YTD
-1.34%
17.04%
1-Month
-6.58%
-0.01%
3-Month
1.56%
5.47%
1-Year
7.54%
50.44%
3-Year
-4.10%
13.15%
5-Year
4.34%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
24.83%
25.95%
Last Bear Market
-19.17%
-22.55%
Annual Total Return (%) History
Year
PSMPX
Category
2024
N/A
N/A
2023
11.68%
N/A
2022
-20.75%
N/A
2021
18.42%
N/A
2020
9.17%
12.39%
2019
30.83%
26.21%
2018
-9.98%
-11.15%
2017
19.97%
15.93%
2016
16.98%
14.14%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.61%
N/A
N/A
N/A
2023
3.62%
3.89%
-5.19%
9.43%
2022
-4.60%
-19.17%
-5.05%
8.25%
2021
10.67%
4.23%
-2.09%
4.86%
2020
-29.45%
22.36%
5.57%
19.79%
2019
14.57%
4.02%
1.74%
7.91%
2018
-0.15%
3.67%
5.46%
-17.54%
2017
4.15%
1.56%
4.26%
8.79%
2016
-4.96%
6.99%
8.82%
5.72%
Rank In Category (By Total Return)
YTD
95
1-Month
84
3-Month
88
1-Year
92
3-Year
100
5-Year
97
Load Adjusted Returns
1-Year
7.54%
3-Year
-4.10%
5-Year
4.34%
10-Year
N/A
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