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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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 22.20%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
IPSHXCategory AverageIPSHXCategory AverageIPSHXCategory Average
Alpha 0.76 -0.02 -0.09 -0.01 -- -0.02
BETA 0.93 0.01 1.03 0.01 -- 0.01
Mean Annual Return 0.44 0.01 0.77 0.01 -- 0
R-squared 59.71 0.76 61.49 0.73 -- 0.73
Standard Deviation 14.99 0.13 15.24 0.11 -- 0.09
Sharpe Ratio 0.05 0.01 0.42 0.01 -- 0.01
Treynor Ratio -0.32 0.08 5.44 0.08 -- 0.06

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