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
APSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS A) 14.17% 31.62% 14.86% 6.86% 8.03% NA NA
Data as of 06/15/2026, Common starting date is 10/07/2015
More Performance Analytics Comparison
Name Start Date End Date
APSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS A) 10/07/2015 06/15/2026
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
Annualized Return (%) 2.08 31.62 14.86 6.86 8.03 NA NA 14.17 10.52 12.22 18.52 -17.61 8.47 21.96 14.62 -13.18 10.84 8.81 -0.30
Sharpe Ratio NA 1.89 0.76 0.26 0.41 NA NA 1.79 0.42 0.59 1.24 -1.56 0.47 0.94 1.56 -0.93 1.38 0.92 -0.27
Standard Deviation(%) NA 14.46 15.78 14.87 14.98 NA NA 15.63 18.37 14.68 12.06 12.23 17.97 23.00 8.44 15.68 7.41 9.30 4.94
Draw Down(%) NA 7.18 22.33 22.69 24.79 NA NA 7.18 22.33 9.82 10.46 19.74 15.23 21.35 5.41 23.14 3.98 6.25 1.78
Yield(%) 0.00 3.52 3.27 4.38 4.20 2.83 2.12 0.00 3.37 5.62 0.00 0.00 15.40 0.00 0.52 3.06 6.28 0.64 0.00
Data as of 06/15/2026, Common starting date is 10/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS A) -0.71%
Mar 2017 – Mar 2020
1.64%
Dec 2017 – Dec 2022
6.75%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APSHX (PINNACLE SHERMAN MULTI-STRATEGY CORE FUND PINNACLE SHERMAN MULTI-STRATEGY CORE FUND CLASS A) 17.18%
May 2023 – May 2026
9.57%
Nov 2019 – Nov 2024
8.05%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return