Find A Portfolio/Ticker
Comparison Box
CZMGX: MULTI-MANAGER GROWTH STRATEGIES FUND MULTI-MANAGER GROWTH STRATEGIES FUND CLASS Z (MUTUAL FUND)
Basic Info 18.45 0.06(0.32%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (88%) |
Start Date: | 01/04/2017 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 5.67% |
Expenses | 0.66% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 8.6 | 35.9 | 7.1 | 14.4 | 13.8 | 41.8 | -29.4 | 19.8 | 38.0 | 33.6 | -3.6 | 28.6 |
Sharpe Ratio | NA | 1.1 | 1.77 | 0.17 | 0.53 | 0.66 | 2.29 | -1.01 | 1.19 | 1.1 | 2.05 | -0.24 | 3.14 |
Draw Down(%) | NA | 7.6 | 11.3 | 35.2 | 35.2 | 35.2 | 11.3 | 33.3 | 8.6 | 29.9 | 9.5 | 21.9 | 3.2 |
Standard Deviation(%) | NA | 16.7 | 15.9 | 22.1 | 24.1 | 21.9 | 16.6 | 30.6 | 16.6 | 34.2 | 15.7 | 20.8 | 9.0 |
Treynor Ratio | NA | 0.14 | 0.24 | 0.03 | 0.12 | 0.13 | 0.33 | -0.26 | 0.18 | 0.4 | 0.27 | -0.04 | 0.27 |
Alpha | NA | 0.02 | 0.03 | 0.0 | 0.01 | 0.01 | 0.03 | -0.03 | -0.03 | 0.06 | -0.01 | 0.01 | 0.03 |
Beta | NA | 1.28 | 1.18 | 1.18 | 1.05 | 1.07 | 1.14 | 1.2 | 1.1 | 0.94 | 1.19 | 1.18 | 1.05 |
RSquared | NA | 0.83 | 0.82 | 0.91 | 0.9 | 0.9 | 0.86 | 0.95 | 0.83 | 0.93 | 0.92 | 0.92 | 0.66 |
Yield(%) | N/A | 0.0 | 6.6 | 8.5 | 10.4 | N/A | 7.5 | 6.6 | 16.0 | 9.8 | 6.9 | 15.4 | 5.7 |
Dividend Growth(%) | N/A | -100.0 | -28.0 | N/A | N/A | N/A | -28.0 | -56.1 | 100.7 | 80.7 | -63.4 | 233.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |