Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZMVX (MULTI-MANAGER VALUE STRATEGIES FUND MULTI-MANAGER VALUE STRATEGIES FUND CLASS Z) | 10.21% | 21.59% | 16.19% | 8.85% | 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 |
|---|---|---|
| CZMVX (MULTI-MANAGER VALUE STRATEGIES FUND MULTI-MANAGER VALUE STRATEGIES FUND CLASS Z) | 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 (%) | 0.91 | 21.59 | 16.19 | 8.85 | NA | NA | NA | … | … | 10.21 | 12.82 | 12.89 | 11.86 | -7.94 | 25.56 | 5.85 | 28.56 | -8.97 | 17.92 |
| Sharpe Ratio | NA | 1.87 | 1.03 | 0.42 | NA | NA | NA | … | … | 2.00 | 0.64 | 0.85 | 0.64 | -0.45 | 1.93 | 0.15 | 2.18 | -0.65 | 2.43 |
| Standard Deviation(%) | NA | 10.10 | 12.68 | 14.80 | NA | NA | NA | … | … | 10.70 | 15.64 | 10.85 | 12.98 | 20.67 | 13.24 | 36.03 | 12.41 | 16.04 | 7.19 |
| Draw Down(%) | NA | 6.23 | 15.18 | 19.85 | NA | NA | NA | … | … | 6.23 | 13.92 | 7.41 | 10.61 | 19.85 | 5.41 | 37.44 | 7.17 | 19.66 | 3.78 |
| Yield(%) | 0.00 | 14.73 | 11.02 | 8.80 | 8.40 | 5.60 | 4.20 | … | … | 0.33 | 15.12 | 9.34 | 6.85 | 9.69 | 9.41 | 2.51 | 4.46 | 7.09 | 5.35 |
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 |
|---|---|---|---|---|
| CZMVX (MULTI-MANAGER VALUE STRATEGIES FUND MULTI-MANAGER VALUE STRATEGIES FUND CLASS Z) |
-0.38%
Mar 2017 – Mar 2020 |
6.19%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZMVX (MULTI-MANAGER VALUE STRATEGIES FUND MULTI-MANAGER VALUE STRATEGIES FUND CLASS Z) |
19.55%
Dec 2018 – Dec 2021 |
16.29%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart