Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLPFX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS I) | 12.20% | 23.96% | 16.21% | 8.74% | 7.77% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLPFX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS I) | 06/09/2014 | 06/05/2026 |
| 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 (%) | -3.86 | 23.96 | 16.21 | 8.74 | 7.77 | NA | NA | … | … | 12.20 | 5.49 | 11.76 | 36.16 | -30.33 | 13.37 | 5.54 | 19.69 | -3.43 | 8.56 | 1.32 | -9.44 | 12.90 |
| Sharpe Ratio | NA | 1.51 | 0.86 | 0.39 | 0.43 | NA | NA | … | … | 1.78 | 0.13 | 0.61 | 2.36 | -1.63 | 1.00 | 0.24 | 2.38 | -0.49 | 2.68 | 0.08 | -0.62 | 1.88 |
| Standard Deviation(%) | NA | 14.14 | 15.07 | 15.76 | 14.50 | NA | NA | … | … | 15.91 | 19.92 | 13.32 | 13.93 | 19.49 | 13.37 | 22.39 | 7.66 | 9.76 | 2.96 | 14.48 | 15.34 | 12.65 |
| Draw Down(%) | NA | 12.80 | 18.34 | 32.33 | 32.33 | NA | NA | … | … | 9.41 | 18.34 | 9.61 | 8.25 | 31.69 | 9.67 | 28.88 | 3.99 | 12.72 | 0.82 | 13.20 | 15.28 | 7.41 |
| Yield(%) | 0.00 | 9.04 | 3.82 | 2.64 | 2.57 | 2.56 | 1.92 | … | … | 0.00 | 9.24 | 0.00 | 0.00 | 1.78 | 0.36 | 0.73 | 6.38 | 0.50 | 0.20 | 0.00 | 13.63 | 2.10 |
Data as of 06/05/2026, Common starting date is 06/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPFX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS I) |
-5.89%
Dec 2019 – Dec 2022 |
-1.87%
Mar 2015 – Mar 2020 |
2.51%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPFX (CATALYST EXCEED DEFINED RISK FUND CATALYST EXCEED DEFINED RISK FUND CLASS I) |
19.69%
Oct 2022 – Oct 2025 |
9.75%
Oct 2016 – Oct 2021 |
8.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart