Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSMPX (PENN CAPITAL SMALL/MID CAP EQUITY FUND INSTITUTIONAL CLASS) | NA | 8.81% | 10.71% | 7.99% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSMPX (PENN CAPITAL SMALL/MID CAP EQUITY FUND INSTITUTIONAL CLASS) | 12/02/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.81 | 10.71 | 7.99 | NA | NA | NA | … | … | 4.76 | 7.84 | 12.14 | -20.74 | 18.29 | 9.17 | 32.75 | -9.98 | 19.97 | 16.98 | -4.82 |
| Sharpe Ratio | NA | 0.47 | 0.39 | 0.28 | NA | NA | NA | … | … | 0.50 | 0.21 | 0.42 | -0.81 | 0.93 | 0.24 | 2.48 | -0.66 | 1.70 | 0.83 | -2.11 |
| Standard Deviation(%) | NA | 12.35 | 18.84 | 20.54 | NA | NA | NA | … | … | 7.26 | 20.55 | 20.56 | 27.52 | 19.66 | 37.19 | 12.60 | 17.36 | 11.44 | 20.19 | 22.03 |
| Draw Down(%) | NA | 9.84 | 19.63 | 29.91 | NA | NA | NA | … | … | 3.22 | 13.26 | 19.63 | 28.62 | 10.87 | 41.78 | 6.14 | 23.72 | 6.02 | 19.20 | 7.43 |
| Yield(%) | 0.00 | 59.55 | 27.30 | 18.93 | 13.39 | 8.93 | 6.70 | … | … | 34.23 | 38.46 | 19.45 | 0.40 | 12.44 | 0.01 | 7.30 | 9.38 | 1.91 | 0.00 | 0.00 |
Data as of 09/23/2025, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMPX (PENN CAPITAL SMALL/MID CAP EQUITY FUND INSTITUTIONAL CLASS) |
-4.01%
Apr 2021 – Apr 2024 |
2.72%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSMPX (PENN CAPITAL SMALL/MID CAP EQUITY FUND INSTITUTIONAL CLASS) |
19.68%
Dec 2018 – Dec 2021 |
17.77%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart