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
IOXIX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS I) NA 17,604.60% 461.54% 186.04% 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
IOXIX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS I) 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 (%) 0.00 17,604.60 461.54 186.04 NA NA NA -27.60 -7.89 2.52 6.55 2.12 2.49 2.23 -0.03 1.60
Sharpe Ratio NA -1.30 -0.83 -0.55 NA NA NA -1.35 -3.39 0.62 1.46 0.43 0.69 0.74 -0.02 2.01
Standard Deviation(%) NA 22.38 13.17 10.36 NA NA NA 24.26 2.33 3.70 3.52 1.83 2.70 2.70 3.31 8.28
Draw Down(%) NA 36.80 40.28 40.28 NA NA NA 36.80 7.89 4.51 1.15 0.74 1.29 1.24 3.27 1.65
Yield(%) 0.00 13.62 7.61 6.37 4.02 2.68 2.01 12.77 5.42 4.71 6.07 4.56 3.26 2.61 3.85 0.30
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
IOXIX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS I) -8.69%
Sep 2019 – Sep 2022
-3.95%
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
IOXIX (CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CATALYST/STONE BEACH INCOME OPPORTUNITY FUND CLASS I) 461.35%
Oct 2019 – Oct 2022
186.22%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return