Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFRIX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS I) | 0.29% | 4.48% | 8.35% | 5.71% | 5.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFRIX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS I) | 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 | 4.48 | 8.35 | 5.71 | 5.72 | NA | NA | … | … | 0.29 | 6.40 | 9.48 | 13.35 | -2.28 | 4.24 | 3.34 | 10.03 | 0.71 | 7.25 | 9.51 | -5.03 | -2.58 | 4.90 |
| Sharpe Ratio | NA | 0.99 | 1.96 | 1.15 | 1.07 | NA | NA | … | … | -0.57 | 1.32 | 2.17 | 3.07 | -1.15 | 3.49 | 0.32 | 3.32 | -0.40 | 3.50 | 2.77 | -2.41 | -1.14 | 2.55 |
| Standard Deviation(%) | NA | 2.49 | 2.76 | 2.80 | 3.85 | NA | NA | … | … | 2.66 | 2.69 | 2.70 | 3.18 | 3.25 | 1.21 | 9.56 | 2.58 | 1.70 | 1.89 | 3.35 | 2.10 | 2.27 | 1.93 |
| Draw Down(%) | NA | 2.20 | 2.55 | 6.03 | 19.21 | NA | NA | … | … | 2.20 | 2.55 | 0.76 | 1.77 | 6.03 | 0.42 | 19.21 | 0.94 | 3.51 | 0.67 | 5.20 | 8.53 | 5.45 | 1.83 |
| Yield(%) | 0.00 | 6.18 | 7.84 | 6.47 | 5.72 | 4.14 | 3.11 | … | … | 2.00 | 6.89 | 8.72 | 8.93 | 5.06 | 3.54 | 3.96 | 5.74 | 4.12 | 4.62 | 5.54 | 5.63 | 1.44 | 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 |
|---|---|---|---|---|
| CFRIX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS I) |
-3.08%
Feb 2013 – Feb 2016 |
1.49%
Mar 2015 – Mar 2020 |
2.94%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFRIX (CATALYST/PRINCETON FLOATING RATE INCOME FUND CATALYST/PRINCETON FLOATING RATE INCOME FUND CLASS I) |
10.04%
Sep 2022 – Sep 2025 |
8.07%
Mar 2020 – Mar 2025 |
6.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart