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Multi-Manager Alternative Strat Inst (CZAMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.31-0.03 (-0.32%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.86%
5-Year Average Return3.52%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)6.09%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return6.09%
Worst 3-Yr Total Return2.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCZAMXCategory
YTD3.19%5.60%
1-Month1.85%0.13%
3-Month3.19%2.72%
1-Year6.48%12.76%
3-Year2.88%4.12%
5-Year3.86%3.42%
10-Year1.66%2.54%
Last Bull Market4.46%4.37%
Last Bear Market0.31%-8.39%

Annual Total Return (%) History

Year
CZAMXCategory
2024
N/AN/A
2023
3.07%N/A
2022
2.85%N/A
2021
0.80%N/A
2020
5.78%1.63%
2019
6.09%7.77%
2018
-3.16%-4.31%
2017
N/A5.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.19%N/AN/AN/A
2023-0.11%1.44%0.22%1.50%
20222.01%0.31%1.96%-1.42%
20211.26%1.04%-0.82%-0.65%
2020-2.64%3.62%1.53%3.28%
20192.40%1.90%1.53%0.13%
2018-1.20%-0.66%0.67%-1.98%
2017-1.10%0.56%1.55%N/A

Rank In Category (By Total Return)

YTD63
1-Month56
3-Month63
1-Year81
3-Year58
5-Year50

Load Adjusted Returns

1-Year6.48%
3-Year2.88%
5-Year3.86%
10-Year1.66%