Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FASRX (K2 Alternative Strategies Fund Class R6) | 5.40% | 11.95% | 9.28% | 4.08% | 4.43% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FASRX (K2 Alternative Strategies Fund Class R6) | 11/21/2013 | 06/03/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 11.95 | 9.28 | 4.08 | 4.43 | NA | NA | … | … | 5.40 | 8.44 | 11.56 | 3.10 | -7.99 | 3.00 | 7.43 | 7.49 | -2.01 | 6.84 | 2.10 | 0.24 | 5.45 | 2.27 |
| Sharpe Ratio | NA | 2.47 | 1.73 | 0.39 | 0.68 | NA | NA | … | … | 2.42 | 1.47 | 2.32 | -0.22 | -1.82 | 0.71 | 1.08 | 2.08 | -0.77 | 2.69 | 0.54 | 0.05 | 1.06 | 6.14 |
| Standard Deviation(%) | NA | 3.94 | 3.55 | 3.89 | 4.10 | NA | NA | … | … | 4.44 | 3.81 | 3.43 | 2.52 | 5.19 | 4.18 | 6.60 | 2.89 | 4.41 | 2.31 | 3.48 | 4.60 | 5.13 | 3.95 |
| Draw Down(%) | NA | 1.57 | 3.50 | 10.94 | 10.94 | NA | NA | … | … | 1.57 | 3.50 | 2.44 | 2.01 | 9.60 | 2.70 | 10.52 | 1.31 | 6.01 | 0.81 | 4.79 | 4.10 | 4.61 | 0.68 |
| Yield(%) | 0.00 | 7.03 | 6.71 | 4.98 | 3.65 | 2.75 | 2.06 | … | … | 0.00 | 7.16 | 11.87 | 0.87 | 2.86 | 4.88 | 0.85 | 1.04 | 2.21 | 1.73 | 0.89 | 1.90 | 0.92 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASRX (K2 Alternative Strategies Fund Class R6) |
-0.77%
Dec 2020 – Dec 2023 |
0.87%
Mar 2015 – Mar 2020 |
2.41%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASRX (K2 Alternative Strategies Fund Class R6) |
9.45%
May 2023 – May 2026 |
5.02%
Feb 2016 – Feb 2021 |
4.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart