Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS C) 14.57% 32.12% 15.71% 5.96% 7.24% NA NA
Data as of 06/04/2026, Common starting date is 10/07/2015
More Performance Analytics Comparison
Name Start Date End Date
CPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS C) 10/07/2015 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.55 32.12 15.71 5.96 7.24 NA NA 14.57 8.00 11.31 17.73 -18.24 7.68 20.93 13.79 -13.83 9.99 7.99 -0.30
Sharpe Ratio NA 2.19 0.82 0.22 0.38 NA NA 2.41 0.28 0.52 1.17 -1.61 0.43 0.89 1.46 -0.97 1.28 0.85 -0.27
Standard Deviation(%) NA 13.69 15.61 14.77 14.92 NA NA 14.56 18.65 14.66 12.12 12.28 17.92 23.09 8.45 15.68 7.34 9.19 4.97
Draw Down(%) NA 7.18 22.45 23.45 25.92 NA NA 7.18 22.45 9.79 10.66 20.15 15.45 21.34 5.47 23.67 4.10 6.38 1.77
Yield(%) 0.00 3.52 3.19 4.31 4.00 2.70 2.03 0.00 3.35 5.15 0.00 0.00 15.94 0.00 0.00 3.12 6.32 0.41 0.00
Data as of 06/04/2026, Common starting date is 10/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS C) -1.43%
Mar 2017 – Mar 2020
0.86%
Dec 2017 – Dec 2022
5.95%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS C) 16.30%
May 2023 – May 2026
8.75%
Nov 2019 – Nov 2024
7.24%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return