Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HIIFX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS A) 2.57% 19.21% 13.22% 5.77% 7.68% 3.32% NA
Data as of 06/03/2026, Common starting date is 05/27/2008
More Performance Analytics Comparison
Name Start Date End Date
HIIFX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS A) 05/27/2008 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 2010 2009 2008
Annualized Return (%) -0.24 19.21 13.22 5.77 7.68 3.32 NA 2.57 15.71 9.03 16.45 -13.47 7.91 9.84 8.36 -1.44 8.48 39.08 -27.83 -15.81 2.84 9.16 0.18 17.17 37.66 -35.50
Sharpe Ratio NA 2.60 1.68 0.53 1.02 NA NA 0.67 1.63 1.26 2.14 -1.86 2.19 1.03 1.83 -0.76 2.39 5.16 -3.22 -2.27 0.68 2.12 0.02 3.21 4.05 -3.19
Standard Deviation(%) NA 7.01 6.25 6.51 5.98 NA NA 6.78 7.92 4.31 6.04 8.03 3.59 9.28 3.75 3.72 3.29 7.53 8.66 6.98 4.13 4.32 7.68 5.31 9.27 16.43
Draw Down(%) NA 4.89 8.46 18.67 18.67 NA NA 4.89 8.46 2.19 4.58 17.46 2.94 17.90 2.76 5.47 1.75 8.46 34.41 19.78 6.04 3.34 13.01 6.24 12.36 41.52
Yield(%) 0.00 5.58 6.81 5.28 6.23 4.53 3.88 2.01 5.47 6.82 7.10 5.40 4.07 5.04 5.50 5.24 5.66 8.85 7.95 6.55 11.11 9.42 11.88 12.84 3.86 0.00
Data as of 06/03/2026, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIIFX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS A) -16.18%
Jan 2013 – Jan 2016
-8.68%
Jan 2011 – Jan 2016
0.02%
Apr 2013 – Apr 2023
1.68%
Jun 2008 – Jun 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIIFX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS A) 21.76%
Feb 2009 – Feb 2012
14.43%
Nov 2008 – Nov 2013
9.88%
Jan 2016 – Jan 2026
5.47%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return