Find A Portfolio/Ticker
Comparison Box
MBXCX: CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS C (MUTUAL FUND)
Basic Info 38.52 0.23(0.60%) April 25
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (5%) |
Start Date: | 12/28/2015 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 1.30% |
Expenses | 3.02% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 12/28/2015 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 13.4 | 18.4 | 6.7 | 7.0 | 107.1 | -1.7 | 6.7 | 15.7 | -1.5 | 12.7 | -3.2 | 12.9 | 22312.8 | 14.0 |
Sharpe Ratio | NA | 3.07 | 0.79 | 0.31 | 0.32 | 5.14 | -0.49 | 0.43 | 1.18 | -0.07 | 1.01 | -0.35 | 1.26 | 707.4 | NA |
Draw Down(%) | NA | 2.5 | 8.2 | 12.0 | 31.8 | 31.8 | 10.9 | 8.5 | 8.4 | 31.8 | 9.7 | 12.9 | 8.1 | 7.5 | 0.0 |
Standard Deviation(%) | NA | 11.4 | 11.4 | 12.1 | 15.4 | 20.5 | 12.2 | 12.2 | 13.3 | 23.7 | 11.2 | 12.7 | 9.7 | 31.5 | 37.8 |
Treynor Ratio | NA | 1.52 | 0.39 | 0.14 | 0.1 | 2.12 | -0.17 | 0.26 | 0.23 | -0.03 | 0.17 | -0.09 | 0.19 | 394.63 | -62313.09 |
Alpha | NA | 0.11 | 0.02 | 0.01 | 0.0 | 0.24 | -0.05 | 0.04 | -0.01 | -0.05 | -0.03 | -0.01 | 0.0 | 1.09 | 1.83 |
Beta | NA | 0.23 | 0.23 | 0.28 | 0.5 | 0.5 | 0.34 | 0.2 | 0.67 | 0.62 | 0.68 | 0.52 | 0.64 | 0.57 | -0.97 |
RSquared | NA | 0.05 | 0.06 | 0.16 | 0.48 | 0.17 | 0.14 | 0.16 | 0.44 | 0.83 | 0.58 | 0.5 | 0.19 | 0.03 | 0.07 |
Yield(%) | N/A | 0.0 | 1.3 | 2.8 | 3.2 | N/A | 1.3 | 7.0 | 0.0 | 2.9 | 4.7 | 2.4 | 3.7 | 3.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -82.0 | -5.2 | N/A | N/A | -82.0 | N/A | -100.0 | -32.6 | 86.5 | -30.2 | 20.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2015
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 Long/Short Equity Asset Class Trend Rankings |
Top Rated Funds in Long/Short Equity
Best Mutual Funds
- HSGFX (HUSSMAN STRATEGIC GROWTH FUND HUSSMAN STRATEGIC GROWTH FUND) 0.33% (100%)
- RYSRX (GUGGENHEIM LONG SHORT EQUITY FUND CLASS P) 1.04% (98%)
- MLSAX (Aberdeen eq Long-Short Fd Cl A) 1.15% (97%)
- GGUIX (Aberdeen eq Long-Short Fd Insti Cl) 1.16% (95%)
- COAGX (CALDWELL & ORKIN MARKET OPPORTUNITY FUND CALDWELL & ORKIN MARKET OPPORTUNITY FUND) 0.10% (92%)
- DIAMX (DIAMOND HILL LONG-SHORT FUND DIAMOND HILL LONG-SHORT FUND CLASS A) 0.92% (91%)
- GTTMX (TOTAL MARKET PORTFOLIO TOTAL MARKET PORTFOLIO) 0.69% (88%)
- ISTAX (ICON LONG/SHORT FUND CLASS A) 0.50% (86%)
- BPLSX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL) 0.51% (83%)
- SAOAX (GUGGENHEIM ALPHA OPPORTUNITY FUND A) 0.60% (80%)