Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLPAX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS A) | 17.07% | 28.65% | 17.63% | 9.68% | 8.03% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLPAX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS A) | 01/06/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 28.65 | 17.63 | 9.68 | 8.03 | NA | NA | … | … | 17.07 | 12.32 | 11.42 | 35.92 | -30.54 | 13.11 | 5.25 | 19.41 | -3.65 | 8.20 | 1.33 | -9.70 | 21.61 |
| Sharpe Ratio | NA | 1.94 | 0.96 | 0.44 | 0.44 | NA | NA | … | … | 2.87 | 0.53 | 0.58 | 2.33 | -1.65 | 0.98 | 0.22 | 2.32 | -0.52 | 2.59 | 0.08 | -0.64 | 1.75 |
| Standard Deviation(%) | NA | 13.67 | 14.98 | 15.72 | 14.47 | NA | NA | … | … | 14.98 | 17.83 | 13.37 | 13.95 | 19.49 | 13.32 | 22.41 | 7.72 | 9.68 | 2.92 | 14.61 | 15.26 | 12.50 |
| Draw Down(%) | NA | 12.87 | 18.37 | 32.47 | 32.47 | NA | NA | … | … | 9.41 | 18.37 | 9.69 | 8.27 | 31.83 | 9.66 | 28.97 | 4.02 | 12.71 | 0.93 | 13.26 | 15.46 | 7.50 |
| Yield(%) | 0.00 | 9.18 | 3.87 | 2.69 | 2.50 | 2.70 | 2.02 | … | … | 0.00 | 9.40 | 0.00 | 0.00 | 1.80 | 0.37 | 0.51 | 6.12 | 0.29 | 0.02 | 0.00 | 13.64 | 2.26 |
Data as of 06/03/2026, Common starting date is 01/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPAX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS A) |
-6.14%
Dec 2019 – Dec 2022 |
-2.08%
Mar 2015 – Mar 2020 |
2.26%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPAX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS A) |
19.38%
Oct 2022 – Oct 2025 |
9.53%
Oct 2016 – Oct 2021 |
7.99%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart