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
CZAMX (ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ) 4.35% 10.48% 4.53% 2.85% 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
CZAMX (ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ) 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 (%) 0.21 10.48 4.53 2.85 NA NA NA 4.35 4.58 1.99 3.07 2.84 0.80 5.78 6.08 -3.16 0.55
Sharpe Ratio NA 2.41 0.40 0.11 NA NA NA 2.35 0.49 -0.44 -0.20 0.45 0.23 1.22 1.80 -1.47 -0.03
Standard Deviation(%) NA 3.36 3.35 3.37 NA NA NA 3.49 3.46 3.70 2.90 3.18 3.33 4.52 2.56 3.09 3.07
Draw Down(%) NA 1.79 5.52 5.52 NA NA NA 1.79 3.93 3.26 2.62 2.35 3.25 7.16 2.13 5.15 3.46
Yield(%) 0.00 3.28 2.65 3.16 2.15 1.44 1.08 0.00 3.23 2.12 2.61 7.37 1.43 0.93 2.19 1.42 0.00
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
CZAMX (ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ) 0.34%
Mar 2017 – Mar 2020
1.75%
Feb 2017 – Feb 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CZAMX (ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ACTIVE PORTFOLIOS MULTI-MANAGER ALTERNATIVES FUND ) 4.57%
May 2018 – May 2021
3.86%
Mar 2019 – Mar 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return