Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBXIX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I) | 13.53% | 21.12% | 11.74% | 6.57% | 8.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBXIX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I) | 12/28/2015 | 06/04/2026 |
| 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 | 21.12 | 11.74 | 6.57 | 8.38 | NA | NA | … | … | 13.53 | 4.35 | 13.49 | -0.67 | 3.88 | 16.89 | -0.45 | 13.83 | -2.16 | 13.99 | 20.26 | -0.72 |
| Sharpe Ratio | NA | 2.55 | 0.70 | 0.35 | 0.52 | NA | NA | … | … | 4.15 | 0.12 | 0.93 | -0.35 | 0.19 | 1.29 | -0.03 | 1.10 | -0.28 | 1.38 | 2.46 | -11.99 |
| Standard Deviation(%) | NA | 7.05 | 11.10 | 11.69 | 13.21 | NA | NA | … | … | 7.65 | 12.37 | 10.59 | 12.33 | 12.80 | 13.06 | 24.63 | 11.23 | 12.75 | 9.73 | 8.14 | 3.80 |
| Draw Down(%) | NA | 3.85 | 15.59 | 15.59 | 31.73 | NA | NA | … | … | 1.64 | 15.59 | 8.40 | 10.89 | 11.08 | 8.10 | 31.73 | 9.44 | 12.84 | 8.12 | 7.36 | 0.72 |
| Yield(%) | 0.00 | 0.00 | 1.75 | 1.81 | 3.46 | 2.53 | 1.89 | … | … | 0.00 | 0.00 | 2.91 | 2.24 | 4.14 | 0.00 | 4.06 | 5.57 | 3.17 | 3.63 | 4.47 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MBXIX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I) |
-2.95%
Mar 2017 – Mar 2020 |
5.20%
May 2018 – May 2023 |
8.23%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBXIX (CATALYST/MILLBURN HEDGE STRATEGY FUND CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I) |
14.85%
Mar 2020 – Mar 2023 |
11.91%
Mar 2020 – Mar 2025 |
8.76%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart