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
CGGIX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS I) NA -32.59% -10.18% -2.15% NA NA NA
Data as of 10/20/2020, Common starting date is 11/29/2010
More Performance Analytics Comparison
Name Start Date End Date
CGGIX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS I) 11/29/2010 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 -32.59 -10.18 -2.15 NA NA NA -35.55 18.48 -9.00 23.00 9.25 -11.10 13.73 26.99 8.34 9.62 3.83
Sharpe Ratio NA -0.98 -0.51 -0.15 NA NA NA -1.15 1.72 -0.64 2.96 0.64 -0.70 1.21 2.60 0.70 0.49 6.51
Standard Deviation(%) NA 33.04 22.12 18.78 NA NA NA 36.71 9.94 16.26 7.58 14.16 16.00 11.32 10.37 11.88 19.71 7.82
Draw Down(%) NA 46.15 46.15 46.15 NA NA NA 46.15 7.24 20.53 4.59 10.26 16.54 6.76 6.21 9.42 16.12 0.66
Yield(%) 0.00 31.79 15.50 15.12 12.84 8.56 6.42 0.84 38.47 3.41 14.05 37.26 8.16 5.42 6.92 1.44 2.26 0.00
Data as of 10/20/2020, Common starting date is 11/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGGIX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS I) -9.65%
Sep 2017 – Sep 2020
-4.10%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGGIX (CATALYST/GROESBECK GROWTH OF INCOME FUND CATALYST/GROESBECK GROWTH OF INCOME FUND CLASS I) 17.64%
Sep 2011 – Sep 2014
11.52%
Dec 2012 – Dec 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return