Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOXAX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS A) | NA | 16,649.32% | 450.15% | 182.29% | NA | NA | NA | … | … |
Data as of 11/07/2022, Common starting date is 11/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOXAX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS A) | 11/21/2014 | 11/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 16,649.32 | 450.15 | 182.29 | NA | NA | NA | … | … | -28.89 | -7.84 | 2.20 | 6.25 | 1.95 | 2.37 | 2.40 | -0.30 | 1.59 |
| Sharpe Ratio | NA | -1.36 | -0.88 | -0.61 | NA | NA | NA | … | … | -1.42 | -3.43 | 0.53 | 1.37 | 0.34 | 0.66 | 0.83 | -0.10 | 1.99 |
| Standard Deviation(%) | NA | 22.22 | 13.08 | 10.29 | NA | NA | NA | … | … | 24.08 | 2.29 | 3.69 | 3.54 | 1.81 | 2.63 | 2.62 | 3.34 | 8.31 |
| Draw Down(%) | NA | 36.91 | 41.39 | 41.39 | NA | NA | NA | … | … | 36.86 | 7.84 | 4.60 | 1.24 | 0.79 | 1.21 | 1.18 | 3.38 | 1.65 |
| Yield(%) | 0.00 | 12.23 | 7.02 | 5.92 | 3.77 | 2.51 | 1.88 | … | … | 11.39 | 5.15 | 4.46 | 5.78 | 4.29 | 2.94 | 2.78 | 3.58 | 0.29 |
Data as of 11/07/2022, Common starting date is 11/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOXAX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS A) |
-9.31%
Sep 2019 – Sep 2022 |
-4.42%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOXAX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS A) |
450.39%
Oct 2019 – Oct 2022 |
182.60%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart