Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNNT (PennantPark Investment Corporation) | -28.52% | -30.56% | 3.36% | 1.76% | 7.01% | 4.60% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNNT (PennantPark Investment Corporation) | 04/19/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.07 | -30.56 | 3.36 | 1.76 | 7.01 | 4.60 | NA | … | … | -28.52 | -2.96 | 16.56 | 37.25 | -8.90 | 61.71 | -17.99 | 14.30 | 2.05 | -0.65 | 45.54 | -25.22 | -8.69 | 16.10 | 20.93 | -8.87 | 51.11 | 188.36 | -58.18 | -27.00 |
| Sharpe Ratio | NA | -1.30 | -0.05 | -0.04 | 0.17 | NA | NA | … | … | -1.77 | -0.24 | 0.74 | 1.53 | -0.41 | 2.45 | -0.22 | 0.78 | 0.04 | -0.09 | 1.67 | -0.90 | -0.50 | 0.88 | 1.03 | -0.25 | 1.50 | 2.69 | -0.70 | -0.99 |
| Standard Deviation(%) | NA | 26.80 | 23.11 | 23.78 | 33.00 | NA | NA | … | … | 34.76 | 24.93 | 17.39 | 22.12 | 25.15 | 25.19 | 81.59 | 16.54 | 18.98 | 13.95 | 27.11 | 28.09 | 17.48 | 18.20 | 20.51 | 35.09 | 34.06 | 69.92 | 84.39 | 39.59 |
| Draw Down(%) | NA | 44.14 | 44.14 | 44.14 | 69.14 | NA | NA | … | … | 36.71 | 19.15 | 15.23 | 21.14 | 28.48 | 12.09 | 69.14 | 12.44 | 15.47 | 11.90 | 23.02 | 33.78 | 20.04 | 11.43 | 15.32 | 29.29 | 23.82 | 34.81 | 77.45 | 37.99 |
| Yield(%) | 0.00 | 12.59 | 16.55 | 11.57 | 11.17 | 7.27 | 5.88 | … | … | 4.63 | 13.54 | 13.13 | 14.02 | 8.57 | 10.69 | 8.18 | 10.84 | 10.29 | 9.30 | 18.01 | 11.53 | 9.76 | 10.05 | 10.85 | 8.70 | 11.34 | 24.94 | 9.03 | 4.03 |
Data as of 06/04/2026, Common starting date is 04/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNNT (PennantPark Investment Corporation) |
-23.46%
Mar 2017 – Mar 2020 |
-11.53%
Mar 2015 – Mar 2020 |
-2.38%
Mar 2010 – Mar 2020 |
4.18%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNNT (PennantPark Investment Corporation) |
74.49%
Nov 2008 – Nov 2011 |
49.52%
Nov 2008 – Nov 2013 |
23.47%
Nov 2008 – Nov 2018 |
18.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart