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
CGGAX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS A) NA -32.60% -10.41% -2.44% 3.79% NA NA
Data as of 10/20/2020, Common starting date is 01/20/2010
More Performance Analytics Comparison
Name Start Date End Date
CGGAX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS A) 01/20/2010 10/20/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 -32.60 -10.41 -2.44 3.79 NA NA -35.53 17.96 -9.19 22.46 8.84 -11.26 13.45 26.67 8.14 9.26 7.47
Sharpe Ratio NA -0.98 -0.52 -0.17 0.20 NA NA -1.15 1.66 -0.64 2.89 0.61 -0.71 1.18 2.57 0.69 0.47 0.55
Standard Deviation(%) NA 33.03 22.14 18.77 16.58 NA NA 36.69 9.97 16.32 7.58 14.07 15.96 11.36 10.38 11.84 19.69 14.22
Draw Down(%) NA 46.10 46.10 46.10 46.10 NA NA 46.10 7.36 20.76 4.52 10.33 16.60 6.77 6.15 9.42 16.12 12.16
Yield(%) 0.00 31.93 15.37 14.96 12.66 8.65 6.49 0.79 38.34 3.17 13.97 37.08 7.93 5.15 6.64 1.24 2.01 1.16
Data as of 10/20/2020, Common starting date is 01/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGGAX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS A) -9.87%
Sep 2017 – Sep 2020
-4.36%
Mar 2015 – Mar 2020
3.57%
Mar 2010 – Mar 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGGAX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS A) 17.37%
Sep 2011 – Sep 2014
14.64%
Jun 2010 – Jun 2015
8.29%
Feb 2010 – Feb 2020
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return