Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSCNX (PENN CAPITAL SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | 23.79% | 38.92% | 17.37% | 6.89% | 13.44% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSCNX (PENN CAPITAL SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) | 12/18/2015 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.32 | 38.92 | 17.37 | 6.89 | 13.44 | NA | NA | … | … | 23.79 | 6.10 | 8.04 | 14.41 | -17.98 | 32.82 | 27.62 | 30.69 | -16.17 | 15.85 | 20.59 | 0.70 |
| Sharpe Ratio | NA | 1.71 | 0.60 | 0.16 | 0.44 | NA | NA | … | … | 2.58 | 0.12 | 0.20 | 0.47 | -0.61 | 1.29 | 0.59 | 1.67 | -0.85 | 1.11 | 0.95 | 1.40 |
| Standard Deviation(%) | NA | 21.20 | 23.47 | 25.55 | 26.18 | NA | NA | … | … | 22.70 | 27.23 | 21.77 | 23.08 | 31.74 | 25.37 | 46.16 | 17.52 | 20.84 | 13.78 | 21.39 | 17.49 |
| Draw Down(%) | NA | 12.47 | 27.88 | 32.09 | 50.12 | NA | NA | … | … | 8.64 | 26.94 | 13.75 | 22.47 | 28.61 | 13.83 | 50.04 | 15.17 | 30.28 | 8.15 | 17.68 | 1.76 |
| Yield(%) | 0.00 | 7.82 | 3.73 | 5.60 | 8.47 | 5.88 | 4.41 | … | … | 0.00 | 7.81 | 1.68 | 0.55 | 1.39 | 25.99 | 0.00 | 1.58 | 7.52 | 12.24 | 8.20 | 0.00 |
Data as of 06/12/2026, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCNX (PENN CAPITAL SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) |
-9.58%
Mar 2017 – Mar 2020 |
5.40%
Mar 2021 – Mar 2026 |
12.38%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSCNX (PENN CAPITAL SMALL CAP EQUITY FUND INSTITUTIONAL CLASS) |
33.42%
Mar 2020 – Mar 2023 |
21.20%
Mar 2020 – Mar 2025 |
13.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart