IPSHX vs. PVFIX
IPSHX (Pinnacle Sherman Multi-Strategy Core Fund) and PVFIX (Pinnacle Value Fund) are both mutual funds - IPSHX is a Tactical Allocation fund managed by Pinnacle, while PVFIX is a Diversified Portfolio fund managed by Pinnacle. Over the past 10 years, IPSHX returned 6.60%/yr vs 6.80%/yr for PVFIX. Their 0.54 correlation means they have sometimes moved together and sometimes differently. Both charge a 1.24% expense ratio.
Performance
IPSHX vs. PVFIX - Performance Comparison
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Returns By Period
In the year-to-date period, IPSHX achieves a 6.99% return, which is significantly lower than PVFIX's 13.12% return. Both investments have delivered pretty close results over the past 10 years, with IPSHX having a 6.60% annualized return and PVFIX not far ahead at 6.80%.
IPSHX
- 1D
- 3.59%
- 1M
- -2.47%
- 6M
- 0.74%
- YTD
- 6.99%
- 1Y
- 19.93%
- 3Y*
- 9.35%
- 5Y*
- 5.31%
- 10Y*
- 6.60%
- ALL TIME*
- 6.62%
PVFIX
- 1D
- 0.73%
- 1M
- 1.46%
- 6M
- 7.97%
- YTD
- 13.12%
- 1Y
- 23.54%
- 3Y*
- 13.66%
- 5Y*
- 8.92%
- 10Y*
- 6.80%
- ALL TIME*
- 7.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
PVFIX Pinnacle Value Fund | $0.00 | $0.00 | $0.00 |
IPSHX vs. PVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPSHX Pinnacle Sherman Multi-Strategy Core Fund | 6.99% | 10.90% | 6.79% | 18.85% | -17.42% | 8.71% | 22.20% | 15.05% | -13.11% | 11.19% |
PVFIX Pinnacle Value Fund | 13.12% | 5.95% | 10.54% | 25.38% | -7.48% | 14.12% | 3.57% | 13.47% | -11.70% | -0.13% |
Correlation
The correlation between IPSHX and PVFIX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Oct 7, 2015 | 0.54 |
The correlation between IPSHX and PVFIX has been stable across timeframes, ranging from 0.45 to 0.55 - a consistent structural relationship.
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Return for Risk
IPSHX vs. PVFIX — Risk / Return Rank
IPSHX
PVFIX
IPSHX vs. PVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) and Pinnacle Value Fund (PVFIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IPSHX | PVFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.40 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.62 | 4.22 | -2.60 |
| Martin ratioReturn relative to average drawdown | 5.59 | 12.54 | -6.96 |
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Drawdowns
IPSHX vs. PVFIX - Drawdown Comparison
The maximum IPSHX drawdown since its inception was -25.73%, smaller than the maximum PVFIX drawdown of -97.80%. Use the drawdown chart below to compare losses from any high point for IPSHX and PVFIX.
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Drawdown Indicators
| IPSHX | PVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.73% | -97.80% | +72.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -5.17% | -5.72% |
Max Drawdown (3Y)Largest decline over 3 years | -25.73% | -97.80% | +72.07% |
Max Drawdown (5Y)Largest decline over 5 years | -25.73% | -97.80% | +72.07% |
Max Drawdown (10Y)Largest decline over 10 years | -25.73% | -97.80% | +72.07% |
Current DrawdownCurrent decline from peak | -7.69% | -97.01% | +89.32% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -10.69% | +2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 1.74% | +1.41% |
Volatility
IPSHX vs. PVFIX - Volatility Comparison
Pinnacle Sherman Multi-Strategy Core Fund (IPSHX) has a higher volatility of 6.50% compared to Pinnacle Value Fund (PVFIX) at 2.13%. This indicates that IPSHX's price experiences larger fluctuations and is considered to be riskier than PVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPSHX | PVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 2.13% | +4.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 5.96% | +6.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 10.11% | +5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 1,038.30% | -1,023.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.16% | 733.82% | -718.66% |
IPSHX vs. PVFIX - Expense Ratio Comparison
Both IPSHX and PVFIX have an expense ratio of 1.24%.
Dividends
IPSHX vs. PVFIX - Dividend Comparison
IPSHX's dividend yield for the trailing twelve months is around 3.10%, less than PVFIX's 8.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPSHX Pinnacle Sherman Multi-Strategy Core Fund | 3.10% | 3.32% | 0.00% | 0.00% | 0.00% | 16.18% | 0.00% | 0.90% | 3.68% | 6.15% | 0.71% | 0.00% |
PVFIX Pinnacle Value Fund | 8.35% | 9.44% | 13.80% | 6.07% | 1.13% | 7.71% | 0.00% | 4.74% | 4.45% | 3.01% | 6.90% | 9.41% |
Frequently Asked Questions
IPSHX and PVFIX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IPSHX has higher volatility (6.50%) compared to PVFIX (2.13%). In terms of maximum drawdown, IPSHX dropped -25.73% vs PVFIX's -97.80%.
PVFIX currently has the higher Sharpe Ratio (2.17 vs 1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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