Pinnacle Sherman Multi-Strategy Core Fund (IPSHX)

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

Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) has returned 2.43% so far this year and 23.31% over the past 12 months. Over the last ten years, IPSHX has returned 6.42% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 7, 2015, IPSHX's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, your investment would double in approximately 9.8 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +9.7%, while the worst month was Dec 2024 at -11.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, IPSHX closed higher 51% of trading days. The best single day was Dec 26, 2018 with a return of +4.8%, while the worst single day was Apr 4, 2025 at -6.4%.

Pinnacle Sherman Multi-Strategy Core Fund has an annualized alpha of -1.28%, beta of 0.68, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since October 08, 2015.

• This fund participated in 89.17% of S&P 500 Index downside but only 70.01% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.68 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

IPSHX has a high expense ratio of 1.24%, indicating above-average management fees.

IPSHX ranks 77 for risk / return — better than 77% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) and compare them to a chosen benchmark (S&P 500 Index).

Pinnacle Sherman Multi-Strategy Core Fund provided a 3.24% dividend yield over the last twelve months, with an annual payout of $0.47 per share.

The table displays the monthly dividend distributions for Pinnacle Sherman Multi-Strategy Core 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 Pinnacle Sherman Multi-Strategy Core 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 Pinnacle Sherman Multi-Strategy Core Fund was 25.73%, occurring on Apr 4, 2025. Recovery took 143 trading sessions.

The current Pinnacle Sherman Multi-Strategy Core Fund drawdown is 7.12%.

The chart below shows the rolling one-month volatility.