Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS I) | 15.05% | 33.42% | 16.88% | 7.03% | 8.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS I) | 10/08/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 33.42 | 16.88 | 7.03 | 8.32 | NA | NA | … | … | 15.05 | 8.96 | 12.45 | 18.85 | -17.42 | 8.71 | 22.20 | 15.05 | -13.04 | 11.14 | 9.14 | -0.20 |
| Sharpe Ratio | NA | 2.28 | 0.89 | 0.30 | 0.45 | NA | NA | … | … | 2.49 | 0.33 | 0.60 | 1.26 | -1.54 | 0.48 | 0.95 | 1.62 | -0.92 | 1.43 | 0.97 | -0.19 |
| Standard Deviation(%) | NA | 13.74 | 15.66 | 14.81 | 14.91 | NA | NA | … | … | 14.68 | 18.71 | 14.73 | 12.12 | 12.31 | 17.94 | 22.93 | 8.38 | 15.67 | 7.37 | 9.19 | 5.06 |
| Draw Down(%) | NA | 7.12 | 22.36 | 22.42 | 24.37 | NA | NA | … | … | 7.12 | 22.36 | 9.79 | 10.46 | 19.60 | 15.11 | 21.26 | 5.37 | 22.96 | 3.97 | 6.23 | 1.77 |
| Yield(%) | 0.00 | 3.73 | 3.54 | 4.38 | 4.30 | 2.92 | 2.19 | … | … | 0.00 | 3.57 | 5.80 | 0.00 | 0.00 | 15.28 | 0.00 | 1.03 | 3.06 | 6.40 | 0.78 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS I) |
-0.42%
Mar 2017 – Mar 2020 |
1.88%
Dec 2017 – Dec 2022 |
7.02%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS I) |
17.49%
May 2023 – May 2026 |
9.85%
Nov 2019 – Nov 2024 |
8.32%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart