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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.29%
5-Year Average Return5.64%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)30.83%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return30.83%
Worst 3-Yr Total Return0.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPSMPXCategory
YTD-1.34%17.04%
1-Month-6.58%-0.01%
3-Month1.56%5.47%
1-Year7.54%50.44%
3-Year-4.10%13.15%
5-Year4.34%13.75%
10-Year0.00%11.35%
Last Bull Market24.83%25.95%
Last Bear Market-19.17%-22.55%

Annual Total Return (%) History

Year
PSMPXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20245.61%N/AN/AN/A
20233.62%3.89%-5.19%9.43%
2022-4.60%-19.17%-5.05%8.25%
202110.67%4.23%-2.09%4.86%
2020-29.45%22.36%5.57%19.79%
201914.57%4.02%1.74%7.91%
2018-0.15%3.67%5.46%-17.54%
20174.15%1.56%4.26%8.79%
2016-4.96%6.99%8.82%5.72%

Rank In Category (By Total Return)

YTD95
1-Month84
3-Month88
1-Year92
3-Year100
5-Year97

Load Adjusted Returns

1-Year7.54%
3-Year-4.10%
5-Year4.34%
10-YearN/A