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
MLXAX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS A) 30.79% 19.97% 24.73% 19.85% -4.28% NA NA
Data as of 06/03/2026, Common starting date is 12/24/2014
More Performance Analytics Comparison
Name Start Date End Date
MLXAX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS A) 12/24/2014 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 2014
Annualized Return (%) -0.13 19.97 24.73 19.85 -4.28 NA NA 30.79 -8.07 44.91 15.06 26.68 41.67 -21.20 -73.66 -18.71 -14.00 71.97 -48.00 -0.30
Sharpe Ratio NA 0.93 1.11 0.79 -0.10 NA NA 3.23 -0.45 2.73 0.64 0.86 1.85 -0.35 -0.46 -0.90 -0.76 1.61 -1.36 -1.84
Standard Deviation(%) NA 19.91 20.03 22.54 58.69 NA NA 23.90 24.32 15.14 17.91 29.54 22.51 61.78 163.07 22.48 19.29 44.50 35.26 9.34
Draw Down(%) NA 15.49 21.55 21.55 93.65 NA NA 10.70 21.55 10.41 13.48 21.27 15.44 64.80 82.45 28.90 26.02 32.45 57.28 1.09
Yield(%) 0.00 7.37 8.25 8.51 6.54 3.33 2.50 1.91 7.47 6.60 7.12 8.02 10.59 33.11 14.95 10.83 8.54 12.59 5.57 0.00
Data as of 06/03/2026, Common starting date is 12/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLXAX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS A) -54.21%
Mar 2017 – Mar 2020
-39.40%
Mar 2015 – Mar 2020
-10.44%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLXAX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS A) 39.40%
Mar 2020 – Mar 2023
36.08%
Mar 2020 – Mar 2025
-1.03%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return