Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMEFX (Penn Mutual Am 1847 Income Fund I Shares) | NA | 5.73% | 9.37% | 7.20% | NA | NA | NA | … | … |
Data as of 11/10/2025, Common starting date is 08/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMEFX (Penn Mutual Am 1847 Income Fund I Shares) | 08/03/2020 | 11/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 5.73 | 9.37 | 7.20 | NA | NA | NA | … | … | 8.00 | 9.81 | 9.81 | -4.31 | 9.79 | 6.47 |
| Sharpe Ratio | NA | 0.37 | 0.79 | 0.65 | NA | NA | NA | … | … | 0.78 | 0.81 | 0.95 | -0.64 | 1.53 | 2.82 |
| Standard Deviation(%) | NA | 8.42 | 7.49 | 7.57 | NA | NA | NA | … | … | 8.28 | 7.62 | 6.56 | 8.96 | 6.40 | 5.74 |
| Draw Down(%) | NA | 10.04 | 10.04 | 13.27 | NA | NA | NA | … | … | 8.86 | 4.39 | 6.61 | 11.52 | 5.10 | 1.89 |
| Yield(%) | 4.13 | 8.93 | 6.97 | 7.15 | 3.69 | 2.46 | 1.85 | … | … | 8.12 | 6.36 | 4.60 | 2.99 | 13.08 | 1.06 |
Data as of 11/10/2025, Common starting date is 08/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMEFX (Penn Mutual Am 1847 Income Fund I Shares) |
0.99%
Apr 2021 – Apr 2024 |
7.98%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMEFX (Penn Mutual Am 1847 Income Fund I Shares) |
11.74%
Sep 2022 – Sep 2025 |
8.12%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart