Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHYNX (PENN CAPITAL OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL CLASS) | NA | 1.12% | 7.93% | 4.56% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHYNX (PENN CAPITAL OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL CLASS) | 12/02/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.12 | 7.93 | 4.56 | NA | NA | NA | … | … | 0.89 | 8.09 | 12.49 | -10.94 | 5.79 | 3.85 | 11.36 | -1.05 | 6.87 | 15.24 | -3.10 |
| Sharpe Ratio | NA | -1.11 | 1.08 | 0.52 | NA | NA | NA | … | … | -1.27 | 0.46 | 1.58 | -1.76 | 2.38 | 0.33 | 3.89 | -0.93 | 2.65 | 3.13 | -4.80 |
| Standard Deviation(%) | NA | 1.75 | 4.18 | 4.54 | NA | NA | NA | … | … | 1.39 | 3.26 | 5.27 | 7.04 | 2.42 | 11.06 | 2.56 | 2.56 | 2.37 | 4.81 | 6.85 |
| Draw Down(%) | NA | 1.48 | 3.84 | 14.51 | NA | NA | NA | … | … | 0.91 | 2.05 | 3.84 | 14.45 | 1.96 | 22.45 | 1.25 | 4.95 | 2.06 | 4.16 | 3.99 |
| Yield(%) | 0.00 | 5.76 | 6.66 | 5.71 | 5.77 | 3.85 | 2.89 | … | … | 2.95 | 7.74 | 6.69 | 4.77 | 5.06 | 5.31 | 5.90 | 5.74 | 8.83 | 6.98 | 0.59 |
Data as of 09/23/2025, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYNX (PENN CAPITAL OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL CLASS) |
-1.32%
Sep 2019 – Sep 2022 |
0.81%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYNX (PENN CAPITAL OPPORTUNISTIC HIGH YIELD FUND INSTITUTIONAL CLASS) |
9.14%
Feb 2016 – Feb 2019 |
7.60%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart