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
CSCEX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND CLASS A) NA 14.40% 7.87% 8.25% NA NA NA
Data as of 01/24/2020, Common starting date is 04/24/2012
More Performance Analytics Comparison
Name Start Date End Date
CSCEX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND CLASS A) 04/24/2012 01/24/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -1.97 14.40 7.87 8.25 NA NA NA 0.06 23.28 -10.93 14.84 19.27 -1.38 0.67 41.89 5.40
Sharpe Ratio NA 0.86 0.44 0.49 NA NA NA 0.00 1.38 -0.70 1.18 1.08 -0.09 0.04 2.81 0.48
Standard Deviation(%) NA 15.15 15.22 15.77 NA NA NA 9.24 15.88 17.49 12.14 17.50 15.91 16.40 14.89 16.71
Draw Down(%) NA 9.43 26.88 26.88 NA NA NA 2.40 9.43 26.88 5.75 15.33 13.65 14.97 5.92 11.34
Yield(%) 0.00 3.10 6.02 4.83 5.14 3.43 2.57 0.00 3.34 6.44 8.26 1.49 2.04 8.13 7.87 0.55
Data as of 01/24/2020, Common starting date is 04/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSCEX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND CLASS A) 3.09%
Oct 2013 – Oct 2016
3.91%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSCEX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND CLASS A) 18.28%
May 2012 – May 2015
14.82%
Nov 2012 – Nov 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return