Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLTCX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS C) | 10.51% | 23.66% | 12.27% | 0.09% | 5.08% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLTCX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS C) | 07/03/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 23.66 | 12.27 | 0.09 | 5.08 | NA | NA | … | … | 10.51 | 5.57 | 2.79 | 9.32 | -33.58 | 16.27 | 22.51 | 2.01 | -5.70 | 15.90 | 10.70 | -4.35 | 11.22 | 36.97 | 4.85 |
| Sharpe Ratio | NA | 1.36 | 0.57 | -0.18 | 0.23 | NA | NA | … | … | 1.21 | 0.13 | -0.31 | 0.65 | -1.67 | 1.28 | 1.06 | 0.23 | -0.41 | 1.87 | 0.74 | -0.28 | 0.97 | 3.27 | 0.73 |
| Standard Deviation(%) | NA | 15.79 | 15.12 | 15.59 | 14.85 | NA | NA | … | … | 18.80 | 21.20 | 12.23 | 7.85 | 21.04 | 12.67 | 20.94 | 2.64 | 17.01 | 8.20 | 14.18 | 15.90 | 11.53 | 11.28 | 13.92 |
| Draw Down(%) | NA | 10.96 | 16.70 | 36.04 | 36.04 | NA | NA | … | … | 10.96 | 15.99 | 7.69 | 8.83 | 33.63 | 4.49 | 18.90 | 1.67 | 21.21 | 4.26 | 8.76 | 15.76 | 7.89 | 5.23 | 7.71 |
| Yield(%) | 0.00 | 10.86 | 4.22 | 1.80 | 3.01 | 4.25 | 3.19 | … | … | 0.00 | 11.11 | 0.00 | 0.27 | 0.00 | 0.00 | 0.00 | 10.49 | 2.04 | 2.26 | 0.58 | 7.16 | 6.10 | 4.77 | 1.51 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CLTCX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS C) |
-9.29%
Dec 2021 – Dec 2024 |
-4.29%
Sep 2018 – Sep 2023 |
1.81%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLTCX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS C) |
15.67%
Oct 2012 – Oct 2015 |
13.37%
Jan 2013 – Jan 2018 |
7.32%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart