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Perritt MicroCap Opportunities Fund (PRCGX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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.

Sharpe ratio is not yet available for PRCGX. 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 Perritt MicroCap Opportunities Fund's Sharpe Ratio with other mutual funds in the Small Cap Blend Equities category across multiple time periods, showing how PRCGX'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 Jun 23, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
WWSIXKeeley Small Cap Fund Class Institutional3.25
WESCXTETON Westwood SmallCap Equity Fund3.23
MOPIXMainStay WMC Small Companies Fund3.03
RYOTXRoyce Micro Cap Series Fund2.98
RIVSXRiver Oak Discovery Fund2.98
NINLXNeuberger Berman Intrinsic Value Fund2.69
JESIXJohn Hancock Variable Insurance Trust Small Cap Index Trust2.63
IPSIXVoya Index Plus SmallCap Portfolio2.59
AFMCXAcuitas US Microcap Fund2.57
AUERXAuer Growth Fund2.56
PRCGXPerritt MicroCap Opportunities Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows PRCGX'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 PRCGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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