Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLTAX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS A) | 7.95% | 21.85% | 12.12% | 2.81% | 7.27% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLTAX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS A) | 07/03/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 21.85 | 12.12 | 2.81 | 7.27 | NA | NA | … | … | 7.95 | 15.26 | 3.51 | 10.16 | -24.36 | 17.82 | 27.88 | 2.77 | -4.96 | 16.71 | 11.39 | -3.49 | 12.03 | 38.05 | 5.14 |
| Sharpe Ratio | NA | 1.42 | 0.63 | 0.04 | 0.41 | NA | NA | … | … | 1.25 | 0.67 | -0.01 | 0.83 | -1.49 | 1.41 | 1.32 | 0.49 | -0.37 | 2.00 | 0.79 | -0.22 | 1.04 | 3.38 | 0.78 |
| Standard Deviation(%) | NA | 15.77 | 15.13 | 14.63 | 14.33 | NA | NA | … | … | 18.89 | 18.44 | 12.25 | 7.88 | 17.32 | 12.67 | 20.82 | 2.63 | 17.02 | 8.07 | 14.20 | 15.91 | 11.52 | 11.26 | 13.85 |
| Draw Down(%) | NA | 10.91 | 16.53 | 26.92 | 28.93 | NA | NA | … | … | 10.91 | 15.92 | 7.46 | 8.62 | 26.84 | 4.53 | 18.86 | 1.66 | 21.02 | 4.06 | 8.55 | 15.33 | 7.78 | 5.19 | 7.52 |
| Yield(%) | 0.00 | 10.32 | 4.31 | 3.77 | 5.17 | 6.32 | 4.74 | … | … | 0.00 | 10.56 | 0.02 | 1.11 | 8.45 | 0.66 | 4.22 | 11.17 | 2.51 | 3.16 | 1.50 | 7.57 | 6.73 | 4.94 | 1.60 |
Data as of 06/05/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLTAX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS A) |
-4.81%
Dec 2021 – Dec 2024 |
-0.36%
Sep 2018 – Sep 2023 |
4.27%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLTAX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS A) |
16.59%
Oct 2012 – Oct 2015 |
14.20%
Jan 2013 – Jan 2018 |
8.56%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart