Credit Suisse Liquid Managed Futures Strategy (CSAAX.O)

At A Glance

You hold CSAAX.O in 0 portfolios

Net Asset Value

11.05USD

0.00 0.00%

08/11/2022

Category
Sector Equity
YTD Return (Cumulative)
 15.10%
Classification
Alt Mgd Futures
5 Year Return (Annualized)
 3.43%
Lipper Index
Lipper Alt Mgd Fut Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

CSAAX.O — More Risk, More Return

Roll over fund for details

CSAAX.O outperforms 52 funds in its category for 3 Year Return, which is higher than the category median.

CSAAX.O has a higher risk than 69 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare CSAAX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales Fee5.25%
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee1.04%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption Fee0.00%
 
Expense Ratio1.55
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$1,756 in fees
$20,194 before
 
$18,438 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Aug 12, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
CSAAX.O10.1620.7420.67-0.040
Lipper Alt Mgd Fut Fd IX
Lipper Classification Index
8.2550.8210.0091.0730.766
S&P 500 TR IX
Broad-Based Index
18.6380.6030.666-0.0360.005

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5Yr Return
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3Yr Return
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5Yr Return
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QAMNX's 3 year and 5 year Returns outperformed CSAAX.O

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