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Fort Pitt Capital Total Return Fund (FPCGX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the fund's Advisor considers to be profitable and which have returns on equity near or higher than their peers, and the Advisor believes are undervalued as measured by price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.

Sharpe ratio is not yet available for FPCGX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Fort Pitt Capital Total Return Fund's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities category across multiple time periods, showing how FPCGX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 14, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPCCXVanguard PRIMECAP Core Fund2.72
SVPFXGoldman Sachs Strategic Volatility Premium Fund2.65
POGRXPRIMECAP Odyssey Growth Fund2.64
VPMAXVanguard PRIMECAP Fund Admiral Shares2.63
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio2.49
QCELXAQR Large Cap Multi-Style Fund2.43
MISEXMidas Magic2.41
AMFEXAAMA Equity Fund2.38
STFGXState Farm Growth Fund2.37
POGSXPin Oak Equity2.36
FPCGXFort Pitt Capital Total Return Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FPCGX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FPCGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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