Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MASFX (LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES FUND INSTITUTIONAL CLASS) | NA | -48.46% | -16.40% | -10.70% | -3.94% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASFX (LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES FUND INSTITUTIONAL CLASS) | 10/28/2011 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -48.46 | -16.40 | -10.70 | -3.94 | NA | NA | … | … | -48.25 | 6.84 | 5.92 | -9.41 | 0.80 | 6.30 | 8.52 | -2.08 | 4.50 | 6.39 | -0.76 | 3.58 | 6.32 | 9.40 | 0.10 |
| Sharpe Ratio | NA | -0.77 | -0.51 | -0.43 | -0.25 | NA | NA | … | … | -0.80 | 1.12 | 0.79 | -2.35 | 0.20 | 0.73 | 2.76 | -1.31 | 2.12 | 1.86 | -0.27 | 1.71 | 2.95 | 3.32 | 0.17 |
| Standard Deviation(%) | NA | 66.65 | 38.54 | 29.95 | 21.38 | NA | NA | … | … | 78.31 | 2.87 | 2.87 | 4.62 | 3.81 | 8.21 | 2.56 | 2.65 | 1.82 | 3.31 | 2.91 | 2.08 | 2.13 | 2.84 | 3.36 |
| Draw Down(%) | NA | 49.15 | 49.15 | 49.15 | 49.15 | NA | NA | … | … | 49.15 | 1.39 | 3.24 | 10.41 | 4.15 | 14.32 | 1.12 | 3.85 | 1.02 | 3.36 | 4.60 | 1.74 | 2.51 | 1.86 | 1.16 |
| Yield(%) | 0.00 | 2.74 | 3.80 | 3.34 | 3.14 | 2.99 | 2.24 | … | … | 1.32 | 3.91 | 3.92 | 3.48 | 3.21 | 3.21 | 2.95 | 3.09 | 2.36 | 2.21 | 3.11 | 3.39 | 2.55 | 2.66 | 0.00 |
Data as of 09/23/2025, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASFX (LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES FUND INSTITUTIONAL CLASS) |
-17.49%
May 2022 – May 2025 |
-10.81%
Aug 2020 – Aug 2025 |
-4.26%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASFX (LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES FUND INSTITUTIONAL CLASS) |
6.77%
Nov 2011 – Nov 2014 |
5.48%
Feb 2016 – Feb 2021 |
4.51%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart