Penn Capital Management
Statistics as of May 01, 2025
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Found total of 2 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield ▼ | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.54% | TTM Yield 6.5% | 3yr Sharpe 0.44 | YTD Return 1.2% | 3yr Return 18.9% | 1yr Return 6.8% | Total Assets $17M | 6M Money Flow $926K | |
Expense Ratio 1.09% | TTM Yield 1.7% | 3yr Sharpe -0.20 | YTD Return -10.0% | 3yr Return -0.2% | 1yr Return 1.3% | Total Assets $55M | 6M Money Flow $8M | |