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EVOCX: ALTEGRIS FUTURES EVOLUTION STRATEGY FUND ALTEGRIS FUTURES EVOLUTION STRATEGY FUND CLASS C FUNDS (MUTUAL FUND)
Basic Info
| Asset Class: | Managed Futures |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 02/17/2012 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 9.85% |
| Expenses | 1.87% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.2 | 22.7 | 4.6 | 5.9 | 2.6 | 3.2 | 3.6 | 2.8 | 4.2 | 11.7 | 11.1 | -13.8 | 3.2 | -8.5 | 7.6 | -2.0 | 2.6 | 24.3 | 1.3 | -5.0 |
| Sharpe Ratio | NA | 1.56 | 2.04 | 0.16 | 0.35 | 0.09 | 0.19 | 0.08 | -0.1 | 0.07 | 0.95 | 0.96 | -1.08 | 0.17 | -0.85 | 0.71 | -0.2 | 0.2 | 2.83 | 0.16 | -0.61 |
| Draw Down(%) | NA | 2.9 | 5.4 | 19.6 | 19.6 | 30.9 | 30.9 | 11.1 | 12.7 | 8.1 | 11.1 | 6.3 | 26.5 | 13.5 | 15.5 | 6.1 | 12.4 | 11.3 | 3.9 | 14.0 | 9.3 |
| Standard Deviation(%) | NA | 10.2 | 9.8 | 8.6 | 9.7 | 10.5 | 10.4 | 9.1 | 8.3 | 8.5 | 10.9 | 11.5 | 13.0 | 10.3 | 11.7 | 9.8 | 11.0 | 13.0 | 8.6 | 8.0 | 9.6 |
| Treynor Ratio | NA | 54.35 | 1.54 | 0.18 | 3.51 | 0.25 | 0.65 | 0.11 | -0.05 | 0.1 | -0.64 | 0.25 | -15.9 | -0.21 | -0.57 | 0.09 | 0.11 | -0.36 | 1.71 | 0.04 | 0.93 |
| Alpha | NA | 0.06 | 0.06 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.03 | 0.0 | -0.06 | 0.02 | -0.03 | -0.03 | 0.0 | 0.01 | 0.08 | -0.03 | -0.02 |
| Beta | NA | 0.0 | 0.13 | 0.08 | 0.01 | 0.04 | 0.03 | 0.07 | 0.18 | 0.06 | -0.16 | 0.44 | 0.01 | -0.08 | 0.17 | 0.78 | -0.21 | -0.07 | 0.14 | 0.34 | -0.06 |
| RSquared | NA | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.07 | 0.01 | 0.13 | 0.26 | 0.0 | 0.01 | 0.06 | 0.28 | 0.06 | 0.01 | 0.04 | 0.21 | 0.01 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 9.4 | 8.4 | 1.0 | 28.3 | 7.8 | 1.1 | 0.6 | 2.9 | 0.8 | 5.5 | 6.9 | 11.7 | 0.6 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 5.7 | 760.9 | -97.0 | 273.1 | 479.0 | 83.1 | -80.2 | 289.9 | -86.8 | -22.8 | -33.5 | 1690.5 | 186.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/16/2012
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