PRCGX vs. PVIVX

Last updated Jun 23, 2026

PRCGX (Perritt MicroCap Opportunities Fund) and PVIVX (Paradigm Micro-cap Fund) are both Small Cap Blend Equities funds. Their correlation of 0.83 suggests significant overlap in exposure. PRCGX charges 1.56%/yr vs 1.25%/yr for PVIVX.

Performance

PRCGX vs. PVIVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Perritt MicroCap Opportunities Fund (PRCGX) and Paradigm Micro-cap Fund (PVIVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PRCGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PVIVX

• 1D: 3.09%
• 1M: 9.36%
• YTD: 37.88%
• 6M: 34.96%
• 1Y: 53.90%
• 3Y*: 15.79%
• 5Y*: 8.09%
• 10Y*: 15.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PRCGX vs. PVIVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PRCGX Perritt MicroCap Opportunities Fund	13.20%	8.36%	10.29%	12.07%	-16.05%	31.15%	8.88%	9.37%	-17.61%	6.60%
PVIVX Paradigm Micro-cap Fund	37.88%	-4.81%	13.48%	17.89%	-20.62%	27.94%	46.96%	22.38%	-10.88%	15.82%

Correlation

The correlation between PRCGX and PVIVX is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.57
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.78
Correlation (10Y) Calculated over the trailing 10-year period	0.79
Correlation (All Time) Calculated using the full available price history since Jan 8, 2008	0.83

Over the past year, the correlation between PRCGX and PVIVX has dropped to 0.57 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.

Return for Risk

PRCGX vs. PVIVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRCGX

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

PVIVX

PVIVX Risk / Return Rank: 59
PVIVX Sharpe Ratio Rank: 57
PVIVX Sortino Ratio Rank: 52
PVIVX Omega Ratio Rank: 46
PVIVX Calmar Ratio Rank: 82
PVIVX Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRCGX vs. PVIVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Perritt MicroCap Opportunities Fund (PRCGX) and Paradigm Micro-cap Fund (PVIVX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PRCGX	PVIVX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.05	—
Sortino ratio: Return per unit of downside risk	—	2.79	—
Omega ratio: Gain probability vs. loss probability	—	1.34	—
Calmar ratio: Return relative to maximum drawdown	—	3.55	—
Martin ratio: Return relative to average drawdown	—	11.26	—

Drawdowns

Drawdown Indicators

	PRCGX	PVIVX	Difference
Max Drawdown Largest peak-to-trough decline	—	-95.67%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.84%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-95.67%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-95.67%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-95.67%	—
Current Drawdown Current decline from peak	—	-92.43%	—
Average Drawdown Average peak-to-trough decline	—	-17.08%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.68%	—

Volatility

Volatility by Period

	PRCGX	PVIVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	18.42%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	25.69%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	887.36%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	627.54%	—

PRCGX vs. PVIVX - Expense Ratio Comparison

PRCGX has a 1.56% expense ratio, which is higher than PVIVX's 1.25% expense ratio.

Dividends

PRCGX vs. PVIVX - Dividend Comparison

PRCGX's dividend yield for the trailing twelve months is around 12.01%, more than PVIVX's 11.55% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PRCGX Perritt MicroCap Opportunities Fund	12.01%	8.78%	8.28%	7.34%	3.26%	15.00%	0.00%	3.50%	14.70%	28.27%	9.03%	1.67%
PVIVX Paradigm Micro-cap Fund	11.55%	15.93%	6.40%	0.00%	0.00%	1.11%	5.25%	0.01%	14.09%	6.88%	3.61%	1.32%

Frequently Asked Questions

Can I hold both PRCGX and PVIVX in my portfolio?

PRCGX and PVIVX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.