Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSHNX (PENN CAPITAL DEFENSIVE SHORT DURATION HIGH INCOME FUND PENN CAPITAL DEFENSIVE SHORT DURATION HIGH IN) | 1.05% | 5.73% | 7.08% | 4.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSHNX (PENN CAPITAL DEFENSIVE SHORT DURATION HIGH INCOME FUND PENN CAPITAL DEFENSIVE SHORT DURATION HIGH IN) | 07/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.73 | 7.08 | 4.72 | NA | NA | NA | … | … | 1.05 | 7.72 | 7.18 | 8.72 | -2.25 | 3.44 | 0.89 | 7.42 | 0.62 | 0.16 |
| Sharpe Ratio | NA | 1.76 | 1.75 | 0.84 | NA | NA | NA | … | … | 0.14 | 1.89 | 1.85 | 2.04 | -0.96 | 2.41 | 0.09 | 4.60 | -0.52 | -0.28 |
| Standard Deviation(%) | NA | 1.94 | 2.34 | 2.64 | NA | NA | NA | … | … | 2.35 | 2.57 | 1.93 | 2.51 | 3.82 | 1.42 | 6.96 | 1.29 | 1.48 | 1.56 |
| Draw Down(%) | NA | 1.14 | 2.83 | 6.01 | NA | NA | NA | … | … | 1.14 | 2.83 | 0.93 | 1.21 | 6.01 | 0.91 | 14.53 | 0.35 | 1.92 | 1.10 |
| Yield(%) | 0.00 | 5.61 | 6.07 | 4.84 | 3.67 | 2.45 | 1.83 | … | … | 1.87 | 6.34 | 6.47 | 5.11 | 3.29 | 3.19 | 3.83 | 3.80 | 3.06 | 1.26 |
Data as of 06/04/2026, Common starting date is 07/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHNX (PENN CAPITAL DEFENSIVE SHORT DURATION HIGH INCOME FUND PENN CAPITAL DEFENSIVE SHORT DURATION HIGH IN) |
0.20%
Jun 2019 – Jun 2022 |
1.50%
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 |
|---|---|---|---|---|
| PSHNX (PENN CAPITAL DEFENSIVE SHORT DURATION HIGH INCOME FUND PENN CAPITAL DEFENSIVE SHORT DURATION HIGH IN) |
8.21%
Sep 2022 – Sep 2025 |
5.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart