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PCAFX vs. POPFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PCAFX vs. POPFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Prospector Capital Appreciation Fund (PCAFX) and Prospector Opportunity Fund (POPFX). The values are adjusted to include any dividend payments, if applicable.

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PCAFX vs. POPFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PCAFX
Prospector Capital Appreciation Fund
-0.06%6.59%10.92%11.31%-4.07%23.15%6.41%29.74%-3.07%11.40%
POPFX
Prospector Opportunity Fund
-0.06%5.95%12.97%11.62%-6.20%22.79%5.44%30.56%-4.35%10.35%

Returns By Period


PCAFX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

POPFX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PCAFX vs. POPFX - Expense Ratio Comparison

PCAFX has a 1.25% expense ratio, which is lower than POPFX's 1.35% expense ratio.


Return for Risk

PCAFX vs. POPFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Prospector Capital Appreciation Fund (PCAFX) and Prospector Opportunity Fund (POPFX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PCAFX vs. POPFX - Sharpe Ratio Comparison


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Correlation

The correlation between PCAFX and POPFX is 0.95, 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

PCAFX vs. POPFX - Dividend Comparison

PCAFX's dividend yield for the trailing twelve months is around 43.17%, less than POPFX's 65.42% yield.


TTM20252024202320222021202020192018201720162015
PCAFX
Prospector Capital Appreciation Fund
43.17%43.14%4.56%3.06%6.01%12.94%2.00%11.61%4.55%6.15%1.31%2.56%
POPFX
Prospector Opportunity Fund
65.42%65.38%4.80%0.60%4.06%8.78%2.59%8.05%7.88%6.77%3.75%21.85%

Drawdowns

PCAFX vs. POPFX - Drawdown Comparison


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Volatility

PCAFX vs. POPFX - Volatility Comparison


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