Nasdaq - Delayed Quote USD
Pinnacle Multi-Strategy Core I (IPSHX)
11.85
+0.04
+(0.34%)
As of 8:06:15 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -9.57% |
| 5y Average Return | 6.63% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 30, 2025) | 22.20% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 22.20% |
| Worst 3Y Total Return | 1.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IPSHX
Category
- YTD
- -7.89%
- 9.69%
- 1-Month
- -7.82%
- 0.97%
- 3-Month
- -7.89%
- 5.21%
- 1-Year
- -4.04%
- 27.45%
- 3-Year
- 4.31%
- 8.85%
- 5-Year
- 8.40%
- 8.56%
- 10-Year
- 0.00%
- 5.61%
- Last Bull Market
- 17.99%
- 10.63%
- Last Bear Market
- -6.00%
- -12.05%
Annual Total Return (%) History
Year
IPSHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -7.89% | -- | -- | -- |
| 2024 | 7.93% | 0.00% | 2.35% | 1.79% |
| 2023 | 2.14% | 9.13% | -3.05% | 9.98% |
| 2022 | -10.43% | -6.00% | -2.38% | 0.49% |
| 2021 | 6.53% | -0.28% | -3.96% | 6.49% |
| 2020 | -9.82% | 11.60% | 8.66% | 11.74% |
| 2019 | 7.32% | 0.49% | 1.36% | 5.25% |
| 2018 | -2.99% | 0.45% | 6.04% | -15.84% |
| 2017 | 1.56% | 1.90% | 3.55% | 3.70% |
| 2016 | 2.89% | 0.10% | 2.22% | 3.66% |
Rank in Category (By Total Return)
| YTD | 93 |
| 1-Month | 95 |
| 3-Month | 93 |
| 1-Year | 89 |
| 3-Year | 26 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | -4.04% |
| 3-Year | 4.31% |
| 5-Year | 8.40% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -9.57% |
| 5y Average Return | 6.63% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Pinnacle |
| Net Assets | 32.29M |
| YTD Return | -7.89% |
| Yield | 2.84% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2015 |
Fund Summary
The fund seeks to meet its investment objective by investing, under normal market conditions, in foreign and domestic (i) equity securities of all market capitalizations, (ii) fixed income securities of any credit quality, and (iii) cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. It may invest in individual securities or in exchange traded funds ("ETFs"), and may invest in emerging markets.
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