Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPCGX (FORT PITT CAPITAL TOTAL RETURN FUND FORT PITT CAPITAL TOTAL RETURN FUND) | -1.86% | 20.04% | 16.56% | 6.04% | 10.30% | 9.90% | 7.43% | … | … |
Data as of 05/26/2026, Common starting date is 12/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPCGX (FORT PITT CAPITAL TOTAL RETURN FUND FORT PITT CAPITAL TOTAL RETURN FUND) | 12/26/2002 | 05/26/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.04 | 16.56 | 6.04 | 10.30 | 9.90 | 7.43 | … | … | -1.86 | 21.28 | 17.18 | 20.94 | -24.74 | 15.57 | 9.07 | 27.43 | -5.44 | 21.91 | 18.53 | -3.11 | 9.78 | 27.34 | 9.38 | 6.90 | 15.69 | 23.81 | -36.12 | -1.78 | 10.16 | 3.86 | 12.23 | 35.15 | -0.22 |
| Sharpe Ratio | NA | 1.04 | 0.72 | 0.18 | 0.43 | NA | NA | … | … | -0.29 | 0.88 | 0.93 | 1.12 | -1.01 | 0.98 | 0.24 | 1.83 | -0.39 | 2.49 | 1.34 | -0.23 | 0.91 | 2.71 | 0.89 | 0.35 | 0.95 | 0.93 | -0.99 | -0.33 | 0.57 | 0.13 | 0.93 | 2.23 | -0.97 |
| Standard Deviation(%) | NA | 19.37 | 18.43 | 19.87 | 20.32 | NA | NA | … | … | 24.97 | 21.06 | 14.61 | 15.51 | 26.09 | 15.82 | 37.11 | 14.17 | 17.42 | 8.59 | 13.68 | 13.64 | 10.70 | 10.07 | 10.58 | 19.68 | 16.47 | 25.40 | 37.31 | 15.01 | 11.81 | 12.12 | 12.05 | 15.45 | 17.90 |
| Draw Down(%) | NA | 13.37 | 21.35 | 31.14 | 37.32 | NA | NA | … | … | 13.37 | 21.35 | 9.45 | 13.58 | 27.86 | 9.35 | 37.32 | 9.49 | 17.66 | 3.76 | 7.91 | 13.07 | 8.43 | 5.36 | 8.25 | 15.59 | 12.21 | 25.71 | 47.08 | 14.18 | 8.89 | 7.46 | 7.99 | 13.80 | 1.36 |
| Yield(%) | 0.00 | 21.92 | 18.75 | 9.66 | 10.50 | 10.58 | 7.83 | … | … | 0.00 | 21.83 | 19.71 | 18.55 | 0.65 | 0.71 | 0.94 | 9.67 | 6.27 | 2.55 | 4.08 | 4.94 | 3.57 | 3.15 | 1.52 | 1.23 | 1.38 | 1.49 | 0.92 | 3.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 |
Data as of 05/26/2026, Common starting date is 12/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPCGX (FORT PITT CAPITAL TOTAL RETURN FUND FORT PITT CAPITAL TOTAL RETURN FUND) |
-17.50%
Feb 2006 – Feb 2009 |
-8.26%
Feb 2004 – Feb 2009 |
3.88%
Sep 2005 – Sep 2015 |
5.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPCGX (FORT PITT CAPITAL TOTAL RETURN FUND FORT PITT CAPITAL TOTAL RETURN FUND) |
24.85%
Feb 2009 – Feb 2012 |
20.90%
Feb 2009 – Feb 2014 |
15.53%
Feb 2009 – Feb 2019 |
12.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart