Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRZX (ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN BOND FUND ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN ) | -0.05% | 4.58% | 4.42% | 0.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRZX (ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN BOND FUND ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN ) | 01/04/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.58 | 4.42 | 0.21 | NA | NA | NA | … | … | -0.05 | 7.47 | 2.04 | 6.59 | -14.32 | -0.93 | 8.47 | 9.09 | -0.98 | 2.63 |
| Sharpe Ratio | NA | 0.71 | 0.29 | -0.38 | NA | NA | NA | … | … | -0.53 | 0.98 | -0.28 | 0.40 | -2.12 | -0.27 | 1.45 | 2.22 | -0.83 | 0.72 |
| Standard Deviation(%) | NA | 4.15 | 5.56 | 6.01 | NA | NA | NA | … | … | 4.46 | 4.71 | 5.64 | 7.37 | 7.45 | 3.58 | 5.64 | 3.43 | 2.87 | 2.77 |
| Draw Down(%) | NA | 3.03 | 6.13 | 19.20 | NA | NA | NA | … | … | 3.03 | 2.86 | 4.23 | 7.32 | 18.23 | 3.69 | 9.47 | 2.12 | 3.10 | 1.50 |
| Yield(%) | 0.00 | 4.07 | 4.35 | 3.22 | 2.98 | 1.99 | 1.49 | … | … | 1.44 | 4.51 | 4.52 | 4.27 | 2.42 | 2.08 | 4.85 | 3.52 | 2.78 | 1.02 |
Data as of 06/04/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRZX (ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN BOND FUND ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN ) |
-5.38%
Oct 2020 – Oct 2023 |
-0.67%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRZX (ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN BOND FUND ACTIVE PORTFOLIOS MULTI-MANAGER TOTAL RETURN ) |
6.29%
Oct 2022 – Oct 2025 |
2.64%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart