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Fort Pitt Capital Total Return Fund (FPCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.81+0.39 (+1.42%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.85%
5-year average return10.32%
Number of years up16
Number of years down6
Best 1-yr total return (4 Jun 2024)27.44%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return27.44%
Worst 3-yr total return2.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPCGXCategory
YTD7.75%5.31%
1-month2.11%-4.19%
3-month-0.51%3.90%
1-year24.34%20.31%
3-year5.63%6.48%
5-year10.94%11.78%
10-year9.61%10.96%
Last bull market30.75%25.56%
Last bear market-16.45%-15.11%

Annual total return (%) history

Year
FPCGXCategory
2024
N/AN/A
2023
20.86%22.32%
2022
-18.80%-16.96%
2021
23.04%26.07%
2020
9.07%15.83%
2019
27.44%28.78%
2018
-5.33%-6.27%
2017
21.91%20.44%
2016
18.53%10.37%
2015
-3.12%-1.07%
2014
9.78%10.96%
2013
27.33%31.50%
2012
9.38%14.96%
2011
6.90%-1.27%
2010
15.40%14.01%
2009
23.81%28.17%
2008
-36.12%-37.79%
2007
-1.78%6.16%
2006
14.34%14.17%
2005
9.00%5.88%
2004
15.21%10.02%
2003
35.15%27.05%
2002
-4.11%-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.37%N/AN/AN/A
20234.21%8.24%-5.32%13.17%
2022-6.86%-16.45%-5.91%10.90%
20216.24%4.91%-1.07%11.58%
2020-24.97%17.50%4.69%18.18%
201913.67%2.63%3.35%5.69%
20180.38%0.34%5.56%-10.96%
20175.67%1.39%6.32%7.03%
20163.40%1.01%6.82%6.23%
20151.15%-1.38%-7.43%4.91%
20142.60%4.93%-1.09%3.10%
201310.64%1.66%2.98%9.93%
20127.65%-2.79%4.31%0.21%
20116.57%0.27%-9.66%10.74%
20105.11%-7.92%8.77%9.62%
2009-10.18%13.92%15.47%4.79%
2008-10.22%-3.67%-6.09%-21.34%
20070.72%6.58%-1.01%-7.58%
20064.25%-0.25%4.53%5.19%
2005-3.45%2.93%6.73%2.77%
20043.56%-0.30%2.10%9.29%
2003-7.43%22.37%4.06%14.64%
20025.20%-4.66%-12.96%9.84%

Rank in category (by total return)

YTD77
1-month94
3-month96
1-year69
3-year83
5-year91

Load adjusted returns

1-year24.34%
3-year5.63%
5-year10.94%
10-year9.61%