Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CCPCX (FS Chiron Capital Allocation Fund Class C Shares) NA -3.33% -2.99% -4.93% -2.50% 2.04% 1.86%
Data as of 04/22/2025, Common starting date is 05/22/2001
More Performance Analytics Comparison
Name Start Date End Date
CCPCX (FS Chiron Capital Allocation Fund Class C Shares) 05/22/2001 04/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -0.47 -3.33 -2.99 -4.93 -2.50 2.04 1.86 5.82 14.92 2.46 17.39 20.86 -36.21 -3.97 10.99 7.34 21.11 24.29 -8.34 -11.76
Sharpe Ratio NA 0.89 0.64 0.13 0.26 NA NA 5.05 1.18 0.10 0.75 0.60 -0.86 -0.34 0.60 0.37 1.46 1.66 -0.42 -0.85
Standard Deviation(%) NA 12.73 20.25 29.48 23.82 NA NA 9.61 12.73 23.57 23.16 34.82 42.97 20.78 12.94 14.06 13.82 14.21 22.26 24.52
Draw Down(%) NA 11.75 21.19 54.73 61.05 NA NA 1.92 11.75 18.84 21.19 31.15 50.48 16.36 9.72 10.09 7.62 12.29 28.01 18.11
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.03 3.44 0.00 0.33 0.15 0.00 0.00 0.01 41.41 18.85 11.91 11.30 6.36 8.15 0.00
Data as of 04/22/2025, Common starting date is 05/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCPCX (FS Chiron Capital Allocation Fund Class C Shares) -19.80%
Feb 2006 – Feb 2009
-7.73%
Feb 2004 – Feb 2009
1.92%
Mar 2015 – Mar 2025
4.16%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCPCX (FS Chiron Capital Allocation Fund Class C Shares) 28.61%
Oct 2018 – Oct 2021
19.74%
Jun 2017 – Jun 2022
11.22%
Jul 2011 – Jul 2021
5.19%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return