Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAFX (PINNACLE SHERMAN TACTICAL ALLOCATION FUND PINNACLE SHERMAN TACTICAL ALLOCATION FUND CLASS A SHARES) | NA | -5.17% | -2.65% | -2.37% | NA | NA | NA | … | … |
Data as of 04/15/2020, Common starting date is 06/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAFX (PINNACLE SHERMAN TACTICAL ALLOCATION FUND PINNACLE SHERMAN TACTICAL ALLOCATION FUND CLASS A SHARES) | 06/04/2013 | 04/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.17 | -2.65 | -2.37 | NA | NA | NA | … | … | -10.22 | 11.13 | -12.14 | 5.94 | 4.92 | -8.34 | 2.05 | 9.67 |
| Sharpe Ratio | NA | -0.43 | -0.36 | -0.33 | NA | NA | NA | … | … | -1.25 | 1.86 | -1.36 | 1.10 | 0.69 | -0.92 | 0.22 | 1.85 |
| Standard Deviation(%) | NA | 14.54 | 10.37 | 9.40 | NA | NA | NA | … | … | 25.71 | 5.28 | 9.92 | 4.84 | 6.83 | 9.11 | 9.22 | 9.35 |
| Draw Down(%) | NA | 19.13 | 20.62 | 20.62 | NA | NA | NA | … | … | 19.13 | 3.07 | 18.92 | 2.66 | 5.20 | 10.88 | 5.50 | 4.56 |
| Yield(%) | 0.00 | 0.46 | 0.66 | 0.72 | 0.81 | 0.54 | 0.40 | … | … | 0.00 | 0.48 | 0.24 | 1.30 | 0.07 | 1.69 | 2.70 | 1.25 |
Data as of 04/15/2020, Common starting date is 06/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAFX (PINNACLE SHERMAN TACTICAL ALLOCATION FUND PINNACLE SHERMAN TACTICAL ALLOCATION FUND CLASS A SHARES) |
-2.71%
Mar 2017 – Mar 2020 |
-2.13%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAFX (PINNACLE SHERMAN TACTICAL ALLOCATION FUND PINNACLE SHERMAN TACTICAL ALLOCATION FUND CLASS A SHARES) |
3.31%
Sep 2015 – Sep 2018 |
2.36%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart