Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPTRX (Pinnacle TrendRating Innovative Equity Fund-) | NA | -31.98% | -3.58% | NA | NA | NA | NA | … | … |
Data as of 06/28/2022, Common starting date is 12/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPTRX (Pinnacle TrendRating Innovative Equity Fund-) | 12/04/2018 | 06/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.98 | -3.58 | NA | NA | NA | NA | … | … | -13.91 | -15.37 | 16.30 | 20.55 | -4.60 |
| Sharpe Ratio | NA | -1.23 | -0.15 | NA | NA | NA | NA | … | … | -1.47 | -0.58 | 0.48 | 1.42 | -1.56 |
| Standard Deviation(%) | NA | 26.26 | 26.33 | NA | NA | NA | NA | … | … | 18.38 | 26.76 | 33.09 | 13.61 | 31.84 |
| Draw Down(%) | NA | 40.61 | 40.61 | NA | NA | NA | NA | … | … | 19.65 | 26.16 | 31.55 | 7.08 | 12.50 |
| Yield(%) | 0.00 | 0.00 | 1.12 | 0.75 | 0.38 | 0.25 | 0.19 | … | … | 0.00 | 0.00 | 2.16 | 1.34 | 0.00 |
Data as of 06/28/2022, Common starting date is 12/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTRX (Pinnacle TrendRating Innovative Equity Fund-) |
-4.35%
Apr 2019 – Apr 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTRX (Pinnacle TrendRating Innovative Equity Fund-) |
0.86%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart