Perritt Micro Cap Opportunities Fund.: (MF: PRCGX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$24.52 USD
+0.04 (0.16%)
Latest Performance as of Mar 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 4.51 | 74 |
3 months | 4.51 | 74 |
6 months | 11.03 | 96 |
1 Year | 9.78 | 94 |
3 Year | 1.31 | 60 |
5 Year | 6.67 | 85 |
10 Year | 4.43 | 96 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 212.26 |
Bear Market (10/07 - 2/09) | -59.06 |
Bull Market (2/09 - 3/21) | 486.58 |
Load Adjusted Returns as of Mar 31, 2024
1 Year | 9.78 |
5 Year | 6.67 |
10 Year | 4.43 |
Since Inception | 8.87 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 4.51 | NA | NA | NA |
2023 | 6.62 | 4.36 | -5.26 | 6.23 |
2022 | -6.44 | -15.08 | -2.77 | 5.30 |
2021 | 20.27 | 3.42 | -3.60 | 9.53 |
2020 | -36.96 | 25.48 | 7.21 | 28.38 |
2019 | 7.80 | -3.57 | 1.54 | 3.60 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 4.51 | 11.99 | -18.66 | 31.34 | 8.88 | 9.35 | -17.49 | 6.50 | 26.23 | -6.08 | 0.25 |
% Total Return Rel to Index | -6.04 | -14.25 | -0.45 | 2.66 | -9.52 | -22.13 | -13.09 | -15.28 | 14.29 | -7.47 | -13.39 |
% Total Return Rel to Peer | -1.99 | -4.08 | 0.85 | 12.03 | -10.11 | -16.07 | -6.71 | -9.09 | 10.28 | -1.36 | -2.42 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 1.00 | 4.00 | 5.00 | 5.00 | 5.00 | 1.00 | 4.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 1.77 | 0.00 | 4.29 | 0.00 | 0.80 | 3.21 | 8.40 | 3.29 | 0.53 | 2.42 |
Expense Ratio | 0.00 | 1.65 | 1.56 | 1.56 | 1.64 | 1.38 | 1.28 | 1.23 | 1.23 | 1.21 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%