CZMVX vs. PSECX
Compare and contrast key facts about Multi-Manager Value Strategies Fund (CZMVX) and 1789 Growth and Income Fund (PSECX).
CZMVX is managed by BlackRock. It was launched on Jan 3, 2017. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.
Performance
CZMVX vs. PSECX - Performance Comparison
Loading graphics...
CZMVX vs. PSECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CZMVX Multi-Manager Value Strategies Fund | 2.83% | 12.82% | 12.90% | 11.85% | -7.94% | 25.55% | 5.88% | 28.61% | -9.10% | 17.86% |
PSECX 1789 Growth and Income Fund | -0.58% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 5.51% |
Returns By Period
In the year-to-date period, CZMVX achieves a 2.83% return, which is significantly higher than PSECX's -0.58% return.
CZMVX
- 1D
- 1.83%
- 1M
- -4.34%
- YTD
- 2.83%
- 6M
- 5.95%
- 1Y
- 13.95%
- 3Y*
- 13.56%
- 5Y*
- 8.58%
- 10Y*
- —
PSECX
- 1D
- 1.46%
- 1M
- -5.95%
- YTD
- -0.58%
- 6M
- -1.96%
- 1Y
- 8.21%
- 3Y*
- 10.31%
- 5Y*
- 7.34%
- 10Y*
- 7.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CZMVX vs. PSECX - Expense Ratio Comparison
CZMVX has a 0.69% expense ratio, which is lower than PSECX's 2.02% expense ratio.
Return for Risk
CZMVX vs. PSECX — Risk / Return Rank
CZMVX
PSECX
CZMVX vs. PSECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Value Strategies Fund (CZMVX) and 1789 Growth and Income Fund (PSECX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CZMVX | PSECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.63 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.00 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.11 | +0.19 |
Martin ratioReturn relative to average drawdown | 5.82 | 4.41 | +1.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CZMVX | PSECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.63 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.62 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.54 | +0.04 |
Correlation
The correlation between CZMVX and PSECX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CZMVX vs. PSECX - Dividend Comparison
CZMVX's dividend yield for the trailing twelve months is around 15.01%, more than PSECX's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CZMVX Multi-Manager Value Strategies Fund | 15.01% | 15.46% | 9.03% | 6.53% | 11.79% | 8.01% | 2.45% | 3.62% | 8.47% | 4.76% | 0.00% | 0.00% |
PSECX 1789 Growth and Income Fund | 0.85% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
Drawdowns
CZMVX vs. PSECX - Drawdown Comparison
The maximum CZMVX drawdown since its inception was -37.43%, which is greater than PSECX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for CZMVX and PSECX.
Loading graphics...
Drawdown Indicators
| CZMVX | PSECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.43% | -31.13% | -6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -8.36% | -3.26% |
Max Drawdown (5Y)Largest decline over 5 years | -19.85% | -18.47% | -1.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.13% | — |
Current DrawdownCurrent decline from peak | -4.52% | -6.09% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -4.62% | -3.90% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.10% | +0.48% |
Volatility
CZMVX vs. PSECX - Volatility Comparison
Multi-Manager Value Strategies Fund (CZMVX) has a higher volatility of 3.74% compared to 1789 Growth and Income Fund (PSECX) at 3.54%. This indicates that CZMVX's price experiences larger fluctuations and is considered to be riskier than PSECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CZMVX | PSECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.54% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 7.74% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 13.18% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.87% | 11.92% | +2.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 13.18% | +4.62% |