Performance
| Average Annualized Performance As Of: 2013-3-31 | ||||||
| Fund Name | YTD | 1 year | 3 year | 5 year | 10 year | Since Inception |
|---|---|---|---|---|---|---|
|
Perritt MicroCap Opportunities Fund (PRCGX) (4/11/1988) |
14.15% | 15.45% | 10.74% | 6.22% | 11.97% | 9.50% |
|
Perritt Ultra MicroCap Fund (PREOX) (8/27/2004) |
12.16% | 8.29% | 9.89% | 3.64% | NA | 5.55% |
Perritt MicroCap Opportunities Fund Expense Ratio: 1.27%
Perritt Ultra MicroCap Fund Expense Ratio: 1.85%
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-331-8936. The funds impose a 2% redemption fee for shares held less than 90 days. Performance data quoted does not reflect the redemption fee. If reflected, total return would be reduced.
Mutual fund investing involves risk. Principal loss is possible. The Funds invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds invest in micro cap companies which tend to perform poorly during times of economic stress. The Ultra MicroCap Fund may invest in early stage companies which tend to be more volatile and somewhat more speculative than investments in more established companies.
Diversification does not assure a profit or protect against loss in a declining market.