Correlation
The correlation between PSCNX and VOO is 0.79, 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.
PSCNX vs. VOO
Compare and contrast key facts about Penn Capital Special Situations Small Cap Equity Fund (PSCNX) and Vanguard S&P 500 ETF (VOO).
PSCNX is managed by Penn Capital Management. It was launched on Dec 17, 2015. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCNX or VOO.
Performance
PSCNX vs. VOO - Performance Comparison
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Key characteristics
PSCNX:
0.14
VOO:
0.74
PSCNX:
0.38
VOO:
1.04
PSCNX:
1.05
VOO:
1.15
PSCNX:
0.13
VOO:
0.68
PSCNX:
0.37
VOO:
2.58
PSCNX:
9.65%
VOO:
4.93%
PSCNX:
28.01%
VOO:
19.54%
PSCNX:
-50.04%
VOO:
-33.99%
PSCNX:
-12.12%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PSCNX achieves a -4.64% return, which is significantly lower than VOO's 0.90% return.
PSCNX
-4.64%
5.93%
-12.12%
2.68%
2.49%
15.49%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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PSCNX vs. VOO - Expense Ratio Comparison
PSCNX has a 1.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PSCNX vs. VOO — Risk-Adjusted Performance Rank
PSCNX
VOO
PSCNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Penn Capital Special Situations Small Cap Equity Fund (PSCNX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
PSCNX vs. VOO - Dividend Comparison
PSCNX's dividend yield for the trailing twelve months is around 1.64%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCNX Penn Capital Special Situations Small Cap Equity Fund | 1.64% | 1.56% | 0.47% | 1.76% | 23.64% | 0.00% | 1.24% | 9.83% | 11.93% | 7.11% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PSCNX vs. VOO - Drawdown Comparison
The maximum PSCNX drawdown since its inception was -50.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PSCNX and VOO.
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Volatility
PSCNX vs. VOO - Volatility Comparison
Penn Capital Special Situations Small Cap Equity Fund (PSCNX) has a higher volatility of 6.75% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that PSCNX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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