Multi-Manager Growth Strategies Fund (CZMGX)

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The chart shows the growth of an initial investment of $10,000 in Multi-Manager Growth Strategies Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Multi-Manager Growth Strategies Fund (CZMGX) has returned -13.18% so far this year and 10.01% over the past 12 months.

Based on dividend-adjusted daily data since Feb 1, 2017, CZMGX's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, your investment would double in approximately 4.9 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +13.8%, while the worst month was Apr 2022 at -12.8%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CZMGX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.1%, while the worst single day was Mar 16, 2020 at -11.7%.

Multi-Manager Growth Strategies Fund has an annualized alpha of 0.64%, beta of 1.11, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since February 02, 2017.

• This fund captured 111.28% of S&P 500 Index gains and 105.27% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.11 and R² of 0.88, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

CZMGX has an expense ratio of 0.74%, placing it in the medium range.

CZMGX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Multi-Manager Growth Strategies Fund (CZMGX) and compare them to a chosen benchmark (S&P 500 Index).

Multi-Manager Growth Strategies Fund provided a 12.69% dividend yield over the last twelve months, with an annual payout of $2.32 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Multi-Manager Growth Strategies Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Multi-Manager Growth Strategies Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Multi-Manager Growth Strategies Fund was 35.23%, occurring on Oct 14, 2022. Recovery took 318 trading sessions.

The current Multi-Manager Growth Strategies Fund drawdown is 16.55%.

The chart below shows the rolling one-month volatility.