Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOXCX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS C) | NA | 16,212.39% | 442.98% | 179.19% | 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 |
|---|---|---|
| IOXCX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS C) | 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 | 16,212.39 | 442.98 | 179.19 | NA | NA | NA | … | … | -29.39 | -8.10 | 1.66 | 5.46 | 1.20 | 1.58 | 1.55 | -1.01 | 1.40 |
| Sharpe Ratio | NA | -1.38 | -0.93 | -0.67 | NA | NA | NA | … | … | -1.43 | -3.70 | 0.38 | 1.16 | -0.07 | 0.35 | 0.50 | -0.31 | 1.76 |
| Standard Deviation(%) | NA | 22.35 | 13.16 | 10.36 | NA | NA | NA | … | … | 24.22 | 2.20 | 3.77 | 3.51 | 1.87 | 2.75 | 2.69 | 3.32 | 8.20 |
| Draw Down(%) | NA | 37.50 | 42.60 | 42.60 | NA | NA | NA | … | … | 37.29 | 8.10 | 4.61 | 1.25 | 0.89 | 1.54 | 1.32 | 3.82 | 1.55 |
| Yield(%) | 0.00 | 11.66 | 6.38 | 5.24 | 3.23 | 2.15 | 1.62 | … | … | 10.96 | 4.44 | 3.72 | 5.04 | 3.55 | 2.28 | 2.05 | 2.88 | 0.20 |
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 |
|---|---|---|---|---|
| IOXCX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS C) |
-10.02%
Sep 2019 – Sep 2022 |
-5.15%
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 |
|---|---|---|---|---|
| IOXCX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS C) |
443.03%
Oct 2019 – Oct 2022 |
179.50%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart