Penn Series SMID Cap Value Fund
Penn Series Funds Inc

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
18.24%
Sharpe
0.54
Sortino
0.94
Max drawdown
-37.82%
Best month
16.31%
Worst month
-26.62%
Beta vs VTSAX
1.22
Correlation
0.84

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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