Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLPCX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS C) | 16.13% | 26.76% | 16.55% | 8.49% | 7.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLPCX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS C) | 01/06/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 26.76 | 16.55 | 8.49 | 7.11 | NA | NA | … | … | 16.13 | 11.52 | 10.62 | 34.70 | -31.00 | 12.25 | 4.43 | 18.58 | -4.43 | 7.41 | 0.34 | -10.46 | 20.70 |
| Sharpe Ratio | NA | 1.89 | 0.91 | 0.39 | 0.38 | NA | NA | … | … | 2.82 | 0.49 | 0.52 | 2.26 | -1.67 | 0.92 | 0.19 | 2.24 | -0.61 | 2.33 | 0.01 | -0.68 | 1.68 |
| Standard Deviation(%) | NA | 13.57 | 14.91 | 15.69 | 14.40 | NA | NA | … | … | 14.85 | 17.72 | 13.39 | 13.88 | 19.54 | 13.34 | 22.29 | 7.63 | 9.61 | 2.91 | 14.26 | 15.40 | 12.50 |
| Draw Down(%) | NA | 13.16 | 18.40 | 33.13 | 33.13 | NA | NA | … | … | 9.55 | 18.40 | 9.70 | 8.45 | 32.39 | 9.76 | 28.98 | 4.11 | 12.87 | 0.86 | 13.29 | 16.09 | 7.45 |
| Yield(%) | 0.00 | 10.02 | 4.17 | 2.82 | 2.45 | 2.65 | 1.98 | … | … | 0.00 | 10.25 | 0.00 | 0.00 | 1.91 | 0.39 | 0.53 | 5.70 | 0.07 | 0.11 | 0.00 | 13.74 | 2.26 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CLPCX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS C) |
-6.83%
Dec 2019 – Dec 2022 |
-2.91%
Mar 2015 – Mar 2020 |
1.46%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPCX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS C) |
18.50%
Oct 2022 – Oct 2025 |
8.69%
Oct 2016 – Oct 2021 |
7.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart