Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIXIX (CATALYST INSIDER INCOME FUND CATALYST INSIDER INCOME FUND CLASS I) | 0.57% | 3.68% | 6.87% | 3.02% | 3.72% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIXIX (CATALYST INSIDER INCOME FUND CATALYST INSIDER INCOME FUND CLASS I) | 08/01/2014 | 06/05/2026 |
| 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 (%) | -0.22 | 3.68 | 6.87 | 3.02 | 3.72 | NA | NA | … | … | 0.57 | 5.58 | 7.94 | 9.24 | -7.93 | 2.33 | 6.59 | 5.70 | 3.19 | 2.13 | 6.40 | -0.30 | -3.65 |
| Sharpe Ratio | NA | 0.83 | 1.56 | 0.17 | 0.61 | NA | NA | … | … | -0.27 | 1.41 | 1.76 | 1.34 | -1.81 | 1.10 | 0.90 | 3.68 | 0.70 | 0.80 | 1.37 | -0.07 | -2.94 |
| Standard Deviation(%) | NA | 1.98 | 2.67 | 3.42 | 3.52 | NA | NA | … | … | 2.06 | 1.92 | 2.46 | 4.22 | 5.18 | 2.11 | 7.06 | 1.15 | 2.61 | 1.84 | 4.50 | 5.04 | 2.91 |
| Draw Down(%) | NA | 1.08 | 1.76 | 10.35 | 11.43 | NA | NA | … | … | 1.08 | 0.75 | 0.67 | 3.64 | 9.64 | 1.22 | 11.43 | 0.40 | 1.48 | 1.40 | 3.24 | 6.54 | 5.40 |
| Yield(%) | 0.00 | 4.36 | 4.94 | 4.07 | 3.61 | 2.57 | 1.93 | … | … | 1.43 | 4.81 | 4.97 | 5.19 | 3.78 | 2.80 | 3.60 | 3.07 | 2.42 | 2.33 | 2.29 | 2.28 | 1.06 |
Data as of 06/05/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIXIX (CATALYST INSIDER INCOME FUND CATALYST INSIDER INCOME FUND CLASS I) |
0.14%
Dec 2019 – Dec 2022 |
1.62%
Mar 2015 – Mar 2020 |
2.80%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIXIX (CATALYST INSIDER INCOME FUND CATALYST INSIDER INCOME FUND CLASS I) |
7.58%
Dec 2022 – Dec 2025 |
5.31%
Jan 2016 – Jan 2021 |
4.23%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart