FPCGX vs. MUHLX
Compare and contrast key facts about Fort Pitt Capital Total Return Fund (FPCGX) and Muhlenkamp Fund (MUHLX).
FPCGX is managed by Fort Pitt Capital Funds. It was launched on Dec 31, 2001. MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988.
Performance
FPCGX vs. MUHLX - Performance Comparison
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FPCGX vs. MUHLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPCGX Fort Pitt Capital Total Return Fund | -5.34% | 21.28% | 17.18% | 20.94% | -18.85% | 22.96% | 9.07% | 27.43% | -5.43% | 21.91% |
MUHLX Muhlenkamp Fund | 9.11% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 14.39% | -13.29% | 18.78% |
Returns By Period
In the year-to-date period, FPCGX achieves a -5.34% return, which is significantly lower than MUHLX's 9.11% return. Over the past 10 years, FPCGX has outperformed MUHLX with an annualized return of 11.50%, while MUHLX has yielded a comparatively lower 10.68% annualized return.
FPCGX
- 1D
- 3.17%
- 1M
- -6.36%
- YTD
- -5.34%
- 6M
- 0.59%
- 1Y
- 21.22%
- 3Y*
- 16.01%
- 5Y*
- 8.59%
- 10Y*
- 11.50%
MUHLX
- 1D
- 2.42%
- 1M
- -5.65%
- YTD
- 9.11%
- 6M
- 10.37%
- 1Y
- 22.96%
- 3Y*
- 14.41%
- 5Y*
- 12.05%
- 10Y*
- 10.68%
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FPCGX vs. MUHLX - Expense Ratio Comparison
FPCGX has a 1.00% expense ratio, which is lower than MUHLX's 1.14% expense ratio.
Return for Risk
FPCGX vs. MUHLX — Risk / Return Rank
FPCGX
MUHLX
FPCGX vs. MUHLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fort Pitt Capital Total Return Fund (FPCGX) and Muhlenkamp Fund (MUHLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FPCGX | MUHLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.42 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.97 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.37 | -0.75 |
Martin ratioReturn relative to average drawdown | 5.58 | 8.57 | -3.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPCGX | MUHLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.42 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.82 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.63 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.51 | -0.05 |
Correlation
The correlation between FPCGX and MUHLX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FPCGX vs. MUHLX - Dividend Comparison
FPCGX's dividend yield for the trailing twelve months is around 23.15%, more than MUHLX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPCGX Fort Pitt Capital Total Return Fund | 23.15% | 21.91% | 20.03% | 18.23% | 8.97% | 6.95% | 0.88% | 8.21% | 7.16% | 2.16% | 3.52% | 5.38% |
MUHLX Muhlenkamp Fund | 3.06% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
Drawdowns
FPCGX vs. MUHLX - Drawdown Comparison
The maximum FPCGX drawdown since its inception was -56.63%, smaller than the maximum MUHLX drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for FPCGX and MUHLX.
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Drawdown Indicators
| FPCGX | MUHLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.63% | -62.05% | +5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -10.23% | -3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -30.11% | -18.63% | -11.48% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -40.85% | +3.53% |
Current DrawdownCurrent decline from peak | -10.62% | -5.65% | -4.97% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -10.81% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 2.83% | +1.06% |
Volatility
FPCGX vs. MUHLX - Volatility Comparison
Fort Pitt Capital Total Return Fund (FPCGX) has a higher volatility of 6.45% compared to Muhlenkamp Fund (MUHLX) at 6.01%. This indicates that FPCGX's price experiences larger fluctuations and is considered to be riskier than MUHLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPCGX | MUHLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 6.01% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 12.06% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.65% | 16.85% | +4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 14.77% | +6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 17.04% | +4.06% |