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Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) Sharpe Ratio: 1.61

Mutual Fund · Currency in USD · Last updated Jul 14, 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 1.61 indicates that for each unit of volatility, it generates 1.61 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 14, 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: 52.152
Average

IPSHX ranks above 52.1% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. 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 are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

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%): 1.06 or lower
  • Yellow zone (middle 50%): 1.06 to 1.93
  • Green zone (top 25%): 1.93 or higher
  • Top 1%: 3.88+
  • Median: 1.58 — 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 Jul 14, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PAAIXPIMCO All Asset Fund2.75
HSTRXHussman Strategic Total Return Fund2.71
PASAXPIMCO All Asset Fund Class A2.70
MOJOXDonoghue Forlines Momentum Fund2.69
SIOAXSEI Institutional Managed Trust Multi-Asset Income Fund2.62
QEVOXQuantified Evolution Plus Fund2.56
ASTIXAstor Dynamic Allocation Fund2.55
QDSNXAQR Diversifying Strategies Fund Class N2.54
ABRYXInvesco Balanced-Risk Allocation Fund2.53
ABRZXInvesco Balanced-Risk Allocation Fund Class A2.51
IPSHXPinnacle Sherman Multi-Strategy Core Fund1.61

S&P 500 Index

How to choose period

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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Sharpe Ratio Calculator

How does IPSHX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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