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
CZMGX (MULTI-MANAGER GROWTH STRATEGIES FUND MULTI-MANAGER GROWTH STRATEGIES FUND CLASS Z) 5.28% 19.95% 23.06% 12.70% NA NA NA
Data as of 06/05/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
Name Start Date End Date
CZMGX (MULTI-MANAGER GROWTH STRATEGIES FUND MULTI-MANAGER GROWTH STRATEGIES FUND CLASS Z) 01/04/2017 06/05/2026
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 (%) -3.45 19.95 23.06 12.70 NA NA NA 5.28 3.70 34.55 41.77 -29.41 19.80 38.03 33.60 -3.65 28.56
Sharpe Ratio NA 1.43 1.16 0.52 NA NA NA 1.20 0.03 1.75 2.32 -1.01 1.19 1.10 2.05 -0.24 3.14
Standard Deviation(%) NA 15.67 19.12 21.50 NA NA NA 17.51 25.68 17.67 16.58 30.60 16.63 34.09 15.70 20.77 9.02
Draw Down(%) NA 16.55 22.71 35.23 NA NA NA 13.75 22.71 12.51 11.27 33.37 8.63 29.95 9.53 21.86 3.17
Yield(%) 0.00 0.00 11.63 9.54 12.72 8.48 6.36 0.00 11.27 13.36 7.51 6.61 15.96 9.81 6.97 15.40 5.71
Data as of 06/05/2026, 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
CZMGX (MULTI-MANAGER GROWTH STRATEGIES FUND MULTI-MANAGER GROWTH STRATEGIES FUND CLASS Z) 5.29%
Dec 2019 – Dec 2022
8.48%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CZMGX (MULTI-MANAGER GROWTH STRATEGIES FUND MULTI-MANAGER GROWTH STRATEGIES FUND CLASS Z) 31.83%
Sep 2022 – Sep 2025
18.56%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return