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Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) Sharpe Ratio: 1.10

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The investment seeks high total return with reasonable risk. The fund seeks to meet its investment objective by investing, under normal market conditions, in all major asset classes including, but not limited to, 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.

IPSHX's Sharpe Ratio of 1.10 indicates that for each unit of volatility, it generates 1.10 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Aug 1, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

IPSHX Sharpe Ratio Rank

IPSHX Sharpe Ratio Rank: 34.935
Below Average

IPSHX ranks above 34.9% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

IPSHX Sharpe Ratio Market Positioning

The chart shows IPSHX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.93 or lower
  • Yellow zone (middle 50%): 0.93 to 1.81
  • Green zone (top 25%): 1.81 or higher
  • Top 1%: 3.73+
  • Median: 1.45 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Pinnacle Sherman Multi-Strategy Core Fund's Sharpe Ratio with other mutual funds in the Tactical Allocation category across multiple time periods, showing how IPSHX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
HSTRXHussman Strategic Total Return Fund2.97
PAAIXPIMCO All Asset Fund2.93
PASAXPIMCO All Asset Fund Class A2.86
SIOAXSEI Institutional Managed Trust Multi-Asset Income Fund2.79
ASTIXAstor Dynamic Allocation Fund2.52
ABRYXInvesco Balanced-Risk Allocation Fund2.51
PAUIXPIMCO All Asset All Authority Fund2.49
ABRZXInvesco Balanced-Risk Allocation Fund Class A2.49
QDSNXAQR Diversifying Strategies Fund Class N2.40
PWDIXDonoghue Forlines Dividend Fund2.37
IPSHXPinnacle Sherman Multi-Strategy Core Fund1.10
Benchmark

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Time Period

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Historical Sharpe Ratio

The chart shows IPSHX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when IPSHX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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How does IPSHX fit in your portfolio?

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