Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLTIX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS I) | 10.92% | 25.04% | 13.39% | 3.53% | 7.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLTIX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS I) | 06/09/2014 | 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 (%) | 0.97 | 25.04 | 13.39 | 3.53 | 7.82 | NA | NA | … | … | 10.92 | 7.32 | 3.80 | 10.48 | -24.22 | 18.11 | 28.17 | 3.07 | -4.72 | 17.00 | 11.62 | -3.19 | 7.09 |
| Sharpe Ratio | NA | 1.44 | 0.65 | 0.06 | 0.43 | NA | NA | … | … | 1.27 | 0.22 | 0.01 | 0.87 | -1.49 | 1.43 | 1.34 | 0.59 | -0.36 | 2.02 | 0.80 | -0.20 | 1.08 |
| Standard Deviation(%) | NA | 15.80 | 15.13 | 14.64 | 14.34 | NA | NA | … | … | 18.85 | 20.90 | 12.20 | 7.87 | 17.32 | 12.68 | 20.76 | 2.69 | 17.11 | 8.13 | 14.17 | 15.76 | 11.89 |
| Draw Down(%) | NA | 10.90 | 16.39 | 26.83 | 28.62 | NA | NA | … | … | 10.90 | 15.82 | 7.32 | 8.59 | 26.76 | 4.54 | 18.81 | 1.60 | 20.99 | 3.93 | 8.47 | 15.20 | 7.77 |
| Yield(%) | 0.00 | 10.26 | 4.47 | 3.84 | 5.39 | 4.23 | 3.17 | … | … | 0.00 | 10.53 | 0.27 | 1.36 | 8.46 | 0.66 | 4.25 | 11.58 | 2.96 | 3.50 | 1.89 | 7.86 | 6.58 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CLTIX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS I) |
-4.57%
Dec 2021 – Dec 2024 |
-0.11%
Sep 2018 – Sep 2023 |
4.53%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLTIX (CATALYST/LYONS TACTICAL ALLOCATION FUND CATALYST/LYONS TACTICAL ALLOCATION FUND CLASS I) |
15.99%
Dec 2018 – Dec 2021 |
13.30%
Oct 2016 – Oct 2021 |
7.78%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart