Penn Capital Management

Statistics as of May 27, 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
-0.20
YTD Return
-4.2%
3yr Return
6.4%
1yr Return
4.1%
Total Assets
$58M
6M Money Flow
$8M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
6.4%
3yr Sharpe
0.44
YTD Return
2.6%
3yr Return
20.5%
1yr Return
7.3%
Total Assets
$18M
6M Money Flow
$926K