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
HIIIX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS I) 3.81% 19.47% 13.93% 6.29% 8.13% NA NA
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
Name Start Date End Date
HIIIX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS I) 07/02/2013 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 2013
Annualized Return (%) -0.24 19.47 13.93 6.29 8.13 NA NA 3.81 15.97 9.34 16.78 -13.23 7.92 10.41 8.34 -1.20 10.17 38.88 -27.57 -15.44 -0.58
Sharpe Ratio NA 2.75 1.75 0.58 1.09 NA NA 0.94 1.63 1.30 2.23 -1.78 2.25 1.08 1.75 -0.67 3.00 5.26 -3.19 -2.19 -0.28
Standard Deviation(%) NA 6.95 6.29 6.57 6.03 NA NA 6.57 8.06 4.41 5.93 8.26 3.51 9.37 3.92 3.89 3.18 7.35 8.66 7.05 4.17
Draw Down(%) NA 4.84 8.41 18.52 18.52 NA NA 4.84 8.41 1.91 4.26 17.35 2.92 17.62 2.73 5.26 1.50 8.46 34.28 19.79 4.63
Yield(%) 0.57 6.36 7.31 5.65 6.59 3.81 2.86 2.63 5.70 7.13 7.38 5.63 4.47 5.46 5.77 5.46 5.96 9.09 8.17 6.75 6.95
Data as of 06/04/2026, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIIIX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS I) -7.97%
Aug 2013 – Aug 2016
-1.53%
Dec 2013 – Dec 2018
0.98%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIIIX (CATALYST/SMH HIGH INCOME FUND CATALYST/SMH HIGH INCOME FUND CLASS I) 17.92%
Jan 2016 – Jan 2019
14.00%
Jan 2016 – Jan 2021
10.30%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return