Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PMSAX (GLOBAL MULTI-STRATEGY FUND CLASS A) 5.33% 14.24% 9.38% 3.69% 3.86% NA NA
Data as of 06/03/2026, Common starting date is 11/01/2011
More Performance Analytics Comparison
Name Start Date End Date
PMSAX (GLOBAL MULTI-STRATEGY FUND CLASS A) 11/01/2011 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 2012 2011
Annualized Return (%) 0.50 14.24 9.38 3.69 3.86 NA NA 5.33 10.05 8.34 6.19 -7.80 1.57 4.68 7.65 -4.58 6.23 2.85 -0.95 3.46 4.87 5.56 -0.50
Sharpe Ratio NA 2.97 1.62 0.21 0.46 NA NA 2.46 1.70 1.20 0.72 -1.18 0.26 0.58 2.54 -1.76 2.49 0.95 -0.27 0.99 1.71 2.71 -0.91
Standard Deviation(%) NA 3.94 3.89 5.37 4.87 NA NA 4.39 4.24 3.93 3.55 7.84 5.95 7.65 2.43 3.40 2.25 2.79 3.67 3.48 2.84 2.05 3.35
Draw Down(%) NA 2.37 4.83 12.08 13.95 NA NA 2.37 4.83 3.64 3.53 9.59 4.91 13.95 1.31 6.91 0.96 2.47 4.27 2.89 2.89 1.46 1.79
Yield(%) 0.00 5.48 3.48 2.79 2.53 2.29 1.72 0.00 5.56 1.31 3.17 4.86 0.14 1.26 0.00 5.51 2.71 0.00 2.63 2.16 0.91 1.44 0.00
Data as of 06/03/2026, Common starting date is 11/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMSAX (GLOBAL MULTI-STRATEGY FUND CLASS A) -1.17%
Mar 2017 – Mar 2020
-0.31%
Mar 2015 – Mar 2020
1.53%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMSAX (GLOBAL MULTI-STRATEGY FUND CLASS A) 9.64%
May 2023 – May 2026
4.58%
Mar 2020 – Mar 2025
3.88%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return