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EVOAX: ALTEGRIS FUTURES EVOLUTION STRATEGY FUND ALTEGRIS FUTURES EVOLUTION STRATEGY FUND CLASS A FUNDS (MUTUAL FUND)
Basic Info 6.79 0.02(0.29%) June 05
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 11/01/2011 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 10.35% |
| Expenses | 1.87% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 7.9 | 23.8 | 5.6 | 6.6 | 3.2 | 3.9 | 4.4 | 3.6 | 5.0 | 12.6 | 11.9 | -13.1 | 4.0 | -7.7 | 7.3 | -1.4 | 3.4 | 25.3 | 2.0 | -4.2 | 0.9 |
| Sharpe Ratio | NA | 1.57 | 2.09 | 0.27 | 0.42 | 0.14 | 0.26 | 0.17 | -0.01 | 0.16 | 1.03 | 0.99 | -1.03 | 0.24 | -0.78 | 0.67 | -0.14 | 0.26 | 2.97 | 0.25 | -0.47 | 0.82 |
| Draw Down(%) | NA | 2.7 | 5.4 | 19.0 | 19.0 | 29.8 | 29.8 | 10.9 | 12.4 | 8.0 | 10.7 | 6.2 | 26.2 | 13.2 | 15.0 | 6.8 | 12.0 | 11.0 | 3.9 | 13.7 | 9.2 | 1.9 |
| Standard Deviation(%) | NA | 10.9 | 10.1 | 8.7 | 9.7 | 10.5 | 10.3 | 9.1 | 8.3 | 8.4 | 10.9 | 11.9 | 13.0 | 10.2 | 11.6 | 10.0 | 11.1 | 13.0 | 8.5 | 8.0 | 9.3 | 6.9 |
| Treynor Ratio | NA | -3.74 | 2.09 | 0.37 | 13.86 | 0.44 | 1.26 | 0.23 | 0.0 | 0.4 | -0.71 | 0.27 | -30.1 | -0.33 | -0.53 | 0.08 | 0.07 | -0.48 | 1.71 | 0.06 | 0.61 | -0.32 |
| Alpha | NA | 0.07 | 0.07 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.0 | -0.05 | 0.02 | -0.03 | -0.03 | 0.01 | 0.02 | 0.08 | -0.03 | -0.01 | 0.04 |
| Beta | NA | -0.05 | 0.1 | 0.06 | 0.0 | 0.03 | 0.02 | 0.07 | 0.16 | 0.03 | -0.16 | 0.43 | 0.0 | -0.08 | 0.17 | 0.79 | -0.22 | -0.07 | 0.15 | 0.34 | -0.07 | -0.18 |
| RSquared | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.06 | 0.0 | 0.12 | 0.23 | 0.0 | 0.01 | 0.06 | 0.28 | 0.06 | 0.01 | 0.04 | 0.22 | 0.01 | 0.39 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 10.1 | 9.2 | 1.8 | 28.7 | 9.3 | 1.6 | 1.4 | 4.4 | 1.5 | 6.1 | 8.1 | 12.3 | 0.9 | 0.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 4.0 | 437.2 | -94.9 | 217.5 | 385.6 | 18.6 | -71.4 | 222.5 | -78.0 | -28.2 | -25.7 | 1182.8 | 111.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2011
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