Find A Portfolio/Ticker
Comparison Box
CLTCX: CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS C (MUTUAL FUND)
Basic Info 14.38 0.05(0.35%) April 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (2%) |
Start Date: | 07/03/2012 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.25% |
Expenses | 1.28% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/03/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.8 | 2.9 | 11.2 | -3.7 | 5.2 | 5.3 | 7.6 | 9.3 | -25.0 | 16.9 | 26.9 | 2.0 | -5.7 | 15.9 | 10.7 | -4.4 | 11.2 | 37.0 | 4.9 |
Sharpe Ratio | NA | 1.63 | 1.02 | -0.37 | 0.28 | 0.33 | 0.51 | 0.65 | -1.52 | 1.34 | 1.29 | 0.23 | -0.41 | 1.87 | 0.74 | -0.28 | 0.97 | 3.27 | 0.73 |
Draw Down(%) | NA | 3.7 | 8.8 | 27.5 | 27.5 | 29.7 | 29.7 | 8.8 | 27.1 | 4.5 | 18.9 | 1.7 | 21.2 | 4.3 | 8.8 | 15.8 | 7.9 | 5.2 | 7.7 |
Standard Deviation(%) | NA | 9.0 | 8.8 | 12.7 | 14.0 | 13.7 | 13.5 | 7.8 | 17.3 | 12.6 | 20.6 | 2.6 | 17.0 | 8.2 | 14.2 | 15.9 | 11.5 | 11.3 | 13.9 |
Treynor Ratio | NA | 0.24 | 0.19 | -0.09 | 0.08 | 0.08 | 0.11 | 0.24 | -0.46 | 0.21 | 0.58 | -0.06 | -0.07 | 0.16 | 0.11 | -0.04 | 0.12 | 0.4 | 0.1 |
Alpha | NA | 0.0 | 0.0 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | -0.07 | -0.01 | 0.06 | 0.01 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | 0.02 | 0.0 |
Beta | NA | 0.62 | 0.46 | 0.54 | 0.47 | 0.6 | 0.62 | 0.21 | 0.57 | 0.81 | 0.46 | -0.1 | 0.95 | 0.99 | 0.99 | 0.98 | 0.92 | 0.93 | 1.03 |
RSquared | NA | 0.64 | 0.38 | 0.56 | 0.53 | 0.6 | 0.62 | 0.12 | 0.67 | 0.73 | 0.59 | 0.21 | 0.92 | 0.65 | 0.85 | 0.91 | 0.84 | 0.84 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500® Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market Index Fund ETF Shares) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500® Equal Weight ETF) (96%)
- DSI (iShares MSCI KLD 400 Social ETF) (94%)
- EPS (WisdomTree U.S. Earnings 500 Fund) (94%)
- FEX (First Trust Large Cap Core AlphaDEX® Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (95%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)