Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIXIX (CATALYST ENHANCED INCOME STRATEGY FUND CLASS I) | -4.20% | -11.05% | -4.51% | -3.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIXIX (CATALYST ENHANCED INCOME STRATEGY FUND CLASS I) | 01/10/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.05 | -4.51 | -3.84 | NA | NA | NA | … | … | -4.20 | -8.20 | 0.89 | -2.09 | -6.82 | 4.55 | 6.17 | 14.70 |
| Sharpe Ratio | NA | -2.00 | -1.46 | -1.47 | NA | NA | NA | … | … | -1.74 | -1.62 | -0.78 | -1.96 | -4.42 | 3.68 | 0.79 | 4.19 |
| Standard Deviation(%) | NA | 6.79 | 5.34 | 4.32 | NA | NA | NA | … | … | 7.16 | 6.89 | 3.49 | 2.95 | 1.87 | 1.23 | 7.47 | 3.26 |
| Draw Down(%) | NA | 13.34 | 16.09 | 20.41 | NA | NA | NA | … | … | 7.56 | 11.60 | 3.21 | 5.36 | 8.16 | 0.27 | 13.76 | 0.88 |
| Yield(%) | 0.00 | 4.17 | 6.63 | 5.73 | 4.55 | 3.03 | 2.28 | … | … | 1.26 | 6.90 | 8.64 | 7.74 | 5.85 | 6.93 | 5.66 | 4.40 |
Data as of 06/04/2026, Common starting date is 01/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIXIX (CATALYST ENHANCED INCOME STRATEGY FUND CLASS I) |
-4.61%
May 2023 – May 2026 |
-3.81%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIXIX (CATALYST ENHANCED INCOME STRATEGY FUND CLASS I) |
5.59%
Feb 2019 – Feb 2022 |
2.25%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart