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Perritt MicroCap Opportunities Investor (PRCGX)

24.18 +0.49 (+2.07%)
At close: November 5 at 6:46 PM EST

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of United States companies with market capitalizations that are below $500 million at the time of initial purchase, which the fund's investment adviser refers to as "micro-cap" companies. It invests in both value-priced and aggressive growth stocks. It may invest in "special situations" such as companies that possess valuable patents, companies undergoing restructuring, and companies involved in large share repurchase programs.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 52.89%
Worst 1Y Total Return --
Number of Years Up 26
Number of Years Down 9

Performance & Risk

YTD Return 6.55%
5y Average Return 7.83%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PRCGXCategory AveragePRCGXCategory AveragePRCGXCategory Average
Alpha -6.22 -0.09 -6.45 -0.06 -6.49 -0.06
BETA 0.8 0.01 1.05 0.01 1.02 0.01
Mean Annual Return 0.4 0.01 0.9 0.01 0.63 0.01
R-squared 58.07 0.83 63.97 0.77 59.46 0.78
Standard Deviation 18.26 0.26 23.71 0.21 20.09 0.19
Sharpe Ratio 0.05 0 0.35 0.01 0.29 0.01
Treynor Ratio -0.86 0.08 5.48 0.1 3.78 0.09

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