Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZMSX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUI) | 14.43% | 24.79% | 12.44% | 3.71% | 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 |
|---|---|---|
| CZMSX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUI) | 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 (%) | 0.52 | 24.79 | 12.44 | 3.71 | NA | NA | NA | … | … | 14.43 | 1.55 | 8.55 | 15.64 | -20.05 | 19.40 | 20.47 | 23.61 | -10.74 | 12.93 |
| Sharpe Ratio | NA | 1.24 | 0.47 | 0.05 | NA | NA | NA | … | … | 1.82 | -0.06 | 0.25 | 0.63 | -0.81 | 0.95 | 0.49 | 1.39 | -0.70 | 1.03 |
| Standard Deviation(%) | NA | 17.79 | 20.16 | 21.37 | NA | NA | NA | … | … | 18.39 | 22.29 | 19.46 | 19.32 | 26.58 | 20.34 | 41.50 | 15.88 | 17.46 | 12.08 |
| Draw Down(%) | NA | 10.00 | 27.73 | 30.46 | NA | NA | NA | … | … | 10.00 | 24.84 | 9.31 | 17.05 | 26.67 | 11.17 | 40.96 | 9.37 | 26.74 | 5.65 |
| Yield(%) | 0.00 | 8.87 | 5.13 | 6.35 | 6.48 | 4.32 | 3.24 | … | … | 0.00 | 8.29 | 3.25 | 2.31 | 7.43 | 17.77 | 0.37 | 3.64 | 6.55 | 8.24 |
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 |
|---|---|---|---|---|
| CZMSX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUI) |
-4.46%
Mar 2017 – Mar 2020 |
1.78%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZMSX (ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUITY FUND ACTIVE PORTFOLIOS MULTI-MANAGER SMALL CAP EQUI) |
21.15%
Dec 2018 – Dec 2021 |
13.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart