Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFRAX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS A) | 0.32% | 4.35% | 8.09% | 5.43% | 5.46% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFRAX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS A) | 01/03/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.35 | 8.09 | 5.43 | 5.46 | NA | NA | … | … | 0.32 | 6.01 | 9.21 | 13.19 | -2.54 | 3.93 | 3.13 | 9.76 | 0.47 | 6.88 | 9.26 | -5.40 | -2.53 | 4.90 |
| Sharpe Ratio | NA | 0.96 | 1.95 | 1.09 | 1.01 | NA | NA | … | … | -0.54 | 1.20 | 2.20 | 3.13 | -1.25 | 3.50 | 0.30 | 3.38 | -0.56 | 3.36 | 2.71 | -2.51 | -1.15 | 2.53 |
| Standard Deviation(%) | NA | 2.40 | 2.65 | 2.71 | 3.81 | NA | NA | … | … | 2.69 | 2.62 | 2.54 | 3.07 | 3.18 | 1.12 | 9.55 | 2.46 | 1.62 | 1.86 | 3.34 | 2.16 | 2.22 | 1.94 |
| Draw Down(%) | NA | 2.34 | 2.57 | 6.05 | 19.24 | NA | NA | … | … | 2.34 | 2.57 | 0.65 | 1.68 | 6.05 | 0.42 | 19.24 | 0.94 | 3.55 | 0.81 | 5.13 | 8.66 | 5.48 | 1.83 |
| Yield(%) | 0.00 | 5.96 | 7.59 | 6.22 | 5.47 | 3.96 | 2.97 | … | … | 1.92 | 6.64 | 8.48 | 8.69 | 4.81 | 3.26 | 3.73 | 5.49 | 3.89 | 4.37 | 5.32 | 5.36 | 1.39 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRAX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS A) |
-3.16%
Feb 2013 – Feb 2016 |
1.22%
Mar 2015 – Mar 2020 |
2.72%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRAX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS A) |
9.76%
Sep 2022 – Sep 2025 |
7.82%
Mar 2020 – Mar 2025 |
6.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart