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JCRIX: ALPS/CORECOMMODITY MANAGEMENT COMPLETECOMMODITIESSM STRATEGY FUND CLASS I (MUTUAL FUND)
Basic Info 10.28 0(0.0%) June 05
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 06/30/2010 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 9.22% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 23.7 | 43.5 | 17.5 | 11.6 | 8.7 | 2.1 | 4.3 | 25.7 | 1.5 | -7.2 | 12.9 | 29.7 | 2.5 | 11.3 | -14.3 | 4.8 | 16.0 | -21.6 | -16.7 | -5.7 | -0.5 | -5.2 | 31.7 |
| Sharpe Ratio | NA | 3.84 | 2.91 | 1.05 | 0.58 | 0.45 | NA | 0.21 | 1.57 | -0.18 | -0.81 | 0.53 | 1.92 | 0.1 | 0.83 | -1.22 | 0.4 | 0.95 | -1.3 | -1.67 | -0.6 | -0.04 | -0.25 | 4.82 |
| Draw Down(%) | NA | 6.0 | 6.0 | 11.9 | 26.5 | 42.9 | NA | 62.2 | 11.4 | 11.9 | 13.7 | 20.6 | 8.7 | 35.8 | 11.4 | 21.5 | 13.6 | 11.1 | 25.3 | 24.5 | 13.6 | 18.9 | 24.1 | 7.2 |
| Standard Deviation(%) | NA | 16.1 | 14.0 | 13.6 | 15.8 | 15.5 | NA | 15.4 | 14.6 | 11.7 | 13.5 | 21.7 | 15.4 | 22.8 | 11.9 | 12.9 | 10.4 | 16.6 | 16.6 | 10.0 | 9.5 | 14.0 | 20.8 | 14.9 |
| Treynor Ratio | NA | 1.11 | 0.71 | 0.21 | 0.13 | 0.09 | NA | 0.04 | 0.3 | -0.03 | -0.14 | 0.16 | 0.45 | 0.02 | 0.12 | -0.2 | 0.05 | 0.18 | -0.25 | -0.22 | -0.07 | -0.01 | -0.06 | 0.96 |
| Alpha | NA | 0.05 | 0.06 | 0.03 | 0.01 | 0.01 | NA | 0.01 | 0.07 | 0.0 | -0.01 | 0.0 | 0.01 | 0.04 | 0.01 | -0.02 | 0.0 | 0.0 | 0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.07 |
| Beta | NA | 0.55 | 0.57 | 0.68 | 0.7 | 0.75 | NA | 0.78 | 0.76 | 0.7 | 0.76 | 0.7 | 0.66 | 0.94 | 0.79 | 0.8 | 0.76 | 0.87 | 0.88 | 0.75 | 0.77 | 0.84 | 0.89 | 0.75 |
| RSquared | NA | 0.68 | 0.59 | 0.68 | 0.72 | 0.75 | NA | 0.77 | 0.64 | 0.69 | 0.8 | 0.74 | 0.7 | 0.82 | 0.79 | 0.8 | 0.82 | 0.87 | 0.88 | 0.75 | 0.73 | 0.8 | 0.79 | 0.84 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.9 | 2.8 | 3.0 | 7.4 | 23.2 | 0.4 | 1.0 | 2.7 | 2.5 | 0.1 | 0.0 | 0.5 | 0.0 | 1.5 | 8.4 | 5.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 259.0 | -16.3 | -57.9 | -66.6 | 6712.0 | -62.7 | -68.5 | 10.4 | 2312.5 | N/A | -100.0 | N/A | -100.0 | -84.0 | 108.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/2010
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