Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CFRCX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS C) 0.07% 3.59% 7.23% 4.64% 4.66% NA NA
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
Name Start Date End Date
CFRCX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS C) 01/03/2013 06/04/2026
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 3.59 7.23 4.64 4.66 NA NA 0.07 5.17 8.36 12.23 -3.27 3.19 2.32 8.96 -0.38 6.09 8.56 -6.03 -2.83 4.70
Sharpe Ratio NA 0.61 1.72 0.84 0.82 NA NA -0.84 0.93 2.01 2.96 -1.55 3.10 0.22 3.22 -1.07 3.05 2.45 -2.79 -1.32 2.65
Standard Deviation(%) NA 2.25 2.49 2.56 3.73 NA NA 2.48 2.46 2.36 2.93 3.04 1.02 9.49 2.33 1.65 1.79 3.40 2.17 2.16 1.78
Draw Down(%) NA 2.37 2.65 6.35 19.24 NA NA 2.37 2.65 0.76 1.75 6.35 0.42 19.24 0.94 3.69 0.76 5.24 8.95 5.52 1.83
Yield(%) 0.00 5.25 6.81 5.51 4.70 3.41 2.56 1.68 5.85 7.70 7.92 4.13 2.52 3.01 4.71 3.14 3.61 4.67 4.63 1.19 0.00
Data as of 06/04/2026, 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
CFRCX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS C) -3.58%
Feb 2013 – Feb 2016
0.45%
Mar 2015 – Mar 2020
2.05%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFRCX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS C) 8.88%
Sep 2022 – Sep 2025
7.00%
Mar 2020 – Mar 2025
5.31%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return