Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPEAX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS A) | 26.06% | 40.54% | 22.41% | 6.94% | 9.95% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPEAX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS A) | 12/23/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.29 | 40.54 | 22.41 | 6.94 | 9.95 | NA | NA | … | … | 26.06 | -2.43 | 11.70 | 13.44 | -15.85 | -9.33 | 21.00 | 11.14 | -4.40 | 26.91 | 7.85 | 6.69 | 22.71 | 36.48 | 12.61 | -0.20 |
| Sharpe Ratio | NA | 1.69 | 0.93 | 0.16 | 0.36 | NA | NA | … | … | 2.36 | -0.19 | 0.27 | 0.66 | -0.74 | -0.27 | 0.60 | 0.68 | -0.30 | 2.50 | 0.52 | 0.39 | 1.43 | 2.58 | 0.83 | -0.70 |
| Standard Deviation(%) | NA | 21.67 | 20.27 | 23.93 | 22.52 | NA | NA | … | … | 27.28 | 28.16 | 18.88 | 13.97 | 23.50 | 35.06 | 34.55 | 14.29 | 19.06 | 10.54 | 14.81 | 17.04 | 15.85 | 14.14 | 15.19 | 16.86 |
| Draw Down(%) | NA | 12.61 | 26.28 | 41.00 | 41.00 | NA | NA | … | … | 12.61 | 26.28 | 12.79 | 14.00 | 22.92 | 28.81 | 33.73 | 9.80 | 22.18 | 6.05 | 16.56 | 13.55 | 11.39 | 8.69 | 9.59 | 1.50 |
| Yield(%) | 0.00 | 15.20 | 9.92 | 4.54 | 5.87 | 8.46 | 6.34 | … | … | 0.00 | 14.98 | 10.82 | 0.01 | 0.00 | 0.00 | 0.00 | 0.13 | 15.55 | 2.87 | 0.00 | 1.44 | 11.35 | 10.71 | 0.19 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPEAX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS A) |
-5.35%
Nov 2020 – Nov 2023 |
-2.37%
Sep 2018 – Sep 2023 |
5.27%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPEAX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS A) |
24.31%
May 2012 – May 2015 |
19.58%
Dec 2012 – Dec 2017 |
11.19%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart