Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PREOX (PERRITT ULTRA MICROCAP FUND INVESTOR CLASS) | NA | 17.48% | -7.05% | 6.44% | 4.76% | 7.93% | NA | 5.84% |
Data as of 10/25/2024, AR inception is 12/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREOX (PERRITT ULTRA MICROCAP FUND INVESTOR CLASS) | 12/20/2004 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 17.48 | -7.05 | 6.44 | 4.76 | 7.93 | NA | 5.84 | -0.51 | 2.88 | -25.76 | 47.60 | 17.03 | 2.10 | -21.39 | 18.03 | 19.68 | -2.01 | -4.44 | 56.35 | 11.79 | -13.42 | 39.02 | 60.66 | -58.68 | 4.77 | 16.18 | 15.31 | 3.64 |
| Sharpe Ratio | NA | 0.53 | -0.64 | 0.17 | 0.17 | NA | NA | 0.26 | -0.47 | -0.09 | -1.33 | 2.20 | 0.53 | 0.06 | -1.80 | 1.73 | 1.55 | -0.20 | -0.43 | 6.00 | 1.14 | -0.81 | 2.76 | 2.97 | -2.23 | 0.11 | 1.45 | 1.33 | 40.02 |
| Standard Deviation(%) | NA | 16.46 | 17.71 | 21.64 | 17.38 | NA | NA | 16.47 | 16.55 | 15.15 | 20.55 | 21.66 | 31.26 | 12.10 | 12.62 | 10.10 | 12.55 | 10.25 | 10.29 | 9.38 | 10.39 | 16.69 | 14.10 | 20.39 | 26.69 | 15.76 | 8.93 | 9.90 | 5.17 |
| Draw Down(%) | NA | 14.09 | 35.63 | 41.70 | 51.75 | NA | NA | 73.62 | 14.09 | 20.19 | 28.83 | 10.15 | 41.70 | 15.94 | 26.16 | 5.53 | 12.87 | 9.72 | 15.08 | 4.40 | 10.71 | 26.13 | 13.22 | 29.26 | 63.16 | 21.64 | 11.19 | 8.64 | 0.00 |
| Yield(%) | 1.67 | 4.09 | 3.24 | 3.34 | 5.15 | 6.92 | 5.22 | 5.50 | 1.71 | 1.93 | 0.89 | 9.13 | 0.00 | 0.19 | 6.27 | 11.83 | 5.21 | 1.48 | 12.78 | 3.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.34 | 6.06 | 2.05 | 0.06 |
Data as of 10/25/2024, AR inception is 12/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREOX (PERRITT ULTRA MICROCAP FUND INVESTOR CLASS) |
-25.51%
Feb 2006 - Feb 2009 |
-5.52%
Jul 2007 - Jul 2012 |
2.99%
Jan 2006 - Jan 2016 |
2.55%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREOX (PERRITT ULTRA MICROCAP FUND INVESTOR CLASS) |
34.73%
Feb 2009 - Feb 2012 |
31.01%
Feb 2009 - Feb 2014 |
16.53%
Feb 2009 - Feb 2019 |
12.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart