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ATRCX: CATALYST INTELLIGENT ALTERNATIVE FUND CATALYST INTELLIGENT ALTERNATIVE FUND CLASS C (MUTUAL FUND)
Basic Info 13.09 0(0.0%) April 18
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (66%) |
Start Date: | 08/04/2014 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 0.96% |
Expenses | 2.93% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 08/04/2014 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.2 | 9.0 | 22.0 | 12.3 | 15.6 | 6.1 | 23.4 | -5.1 | 24.4 | 14.1 | 28.0 | -20.4 | 0.7 | -3.3 | 0.9 | -2.2 |
Sharpe Ratio | NA | 3.26 | 1.79 | 0.75 | 0.92 | 0.39 | 1.34 | -0.52 | 1.23 | 0.85 | 1.93 | -1.4 | 0.03 | -0.64 | 0.08 | -0.54 |
Draw Down(%) | NA | 2.1 | 10.2 | 17.7 | 21.8 | 27.4 | 10.2 | 13.4 | 9.9 | 21.8 | 8.0 | 25.7 | 4.0 | 5.4 | 8.1 | 9.3 |
Standard Deviation(%) | NA | 11.8 | 11.9 | 15.0 | 15.5 | 13.2 | 14.5 | 12.4 | 19.7 | 16.3 | 13.8 | 15.6 | 3.8 | 5.4 | 10.2 | 10.0 |
Treynor Ratio | NA | 0.68 | 0.42 | 0.58 | 1.56 | 0.47 | 0.43 | -0.53 | 19.76 | 5.58 | 6.12 | -11.81 | 0.01 | -0.63 | 0.03 | -0.1 |
Alpha | NA | 0.07 | 0.03 | 0.04 | 0.05 | 0.02 | 0.04 | -0.01 | 0.09 | 0.05 | 0.09 | -0.09 | -0.01 | -0.02 | 0.0 | -0.06 |
Beta | NA | 0.57 | 0.51 | 0.2 | 0.09 | 0.11 | 0.45 | 0.12 | 0.01 | 0.02 | 0.04 | 0.02 | 0.14 | 0.06 | 0.29 | 0.54 |
RSquared | NA | 0.3 | 0.25 | 0.05 | 0.02 | 0.02 | 0.17 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.06 | 0.02 | 0.2 | 0.46 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/04/2014
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