Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBXAX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS A) | 13.56% | 20.21% | 11.52% | 6.59% | 8.15% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBXAX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS A) | 12/28/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 20.21 | 11.52 | 6.59 | 8.15 | NA | NA | … | … | 13.56 | 4.13 | 13.17 | -0.91 | 3.61 | 16.62 | -0.72 | 13.59 | -2.43 | 13.70 | 19.91 | -0.72 |
| Sharpe Ratio | NA | 2.52 | 0.68 | 0.33 | 0.50 | NA | NA | … | … | 4.13 | 0.10 | 0.90 | -0.38 | 0.17 | 1.27 | -0.04 | 1.08 | -0.30 | 1.35 | 2.42 | -11.99 |
| Standard Deviation(%) | NA | 7.02 | 11.03 | 11.65 | 13.19 | NA | NA | … | … | 7.61 | 12.39 | 10.56 | 12.16 | 12.80 | 13.07 | 24.62 | 11.21 | 12.77 | 9.73 | 8.13 | 3.80 |
| Draw Down(%) | NA | 3.89 | 15.66 | 15.66 | 31.75 | NA | NA | … | … | 1.64 | 15.66 | 8.42 | 10.88 | 11.10 | 8.22 | 31.75 | 9.49 | 12.86 | 8.14 | 7.38 | 0.72 |
| Yield(%) | 0.00 | 0.00 | 1.60 | 1.71 | 3.27 | 2.37 | 1.78 | … | … | 0.00 | 0.00 | 2.69 | 2.00 | 3.95 | 0.00 | 3.72 | 5.34 | 2.93 | 3.63 | 4.24 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBXAX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS A) |
-3.20%
Mar 2017 – Mar 2020 |
4.94%
May 2018 – May 2023 |
7.95%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBXAX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS A) |
14.57%
Mar 2020 – Mar 2023 |
11.63%
Mar 2020 – Mar 2025 |
8.48%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart