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Proper diversification is critical when constructing portfolios that can successfully navigate multiple market cycles. As such, Investors allocate to Managed Futures to seek uncorrelated returns, and in turn reduce overall portfolio risk. But not all Managed Futures funds are alike. While the majority of the category is trend following, there is a unique set of strategies that employ a counter-trend approach.
| Performance as of 3/31/2018 | 1Q18 | 1 Year | 3 Year |
Since Inception (2/12/2014) |
| AGFZX – Class I | -3.80% | 1.24% | 5.34% | 3.32% |
| FTSE 3 Month T-Bill Index |
0.35% | 1.07% | 0.49% | 0.37% |
| Morningstar Category Average |
-3.01% | -0.71% | -3.51% | 1.50% |
Past returns shown do not guarantee future results. Current performance may be lower or higher. Click here for the latest month end returns. Return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than original cost.
The 361 Global Managed Futures Strategy Fund is among 94 in the Managed Futures funds derived from a weighted average of the fund’s three-, five- and 10-year risk-adjusted returns as of 3/31/2018. For the 3 year period, the Fund was rated 5 stars out of 94.
© 2018 Morningstar. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For Investment Professional Use Only – Not for use with the Public.
Past returns shown do not guarantee future results. Current performance may be lower or higher. Call 888-736-1227 for the latest month end returns. Return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than original cost.
You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, or summary prospectus, that contains this and other information about the Funds, call 1-888-736-1227. Please read the prospectus or summary prospectus carefully before investing.
Correlation is a statistical measure of how two securities perform relative to each other. Alpha measures the difference between a fund’s actual and expected returns, based on beta, and is generally used as a measure of a manager’s added value over a passive strategy. The 361 Funds are distributed by IMST Distributors, LLC.
