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
MLXCX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS C) 32.76% 22.23% 24.56% 19.10% -5.12% NA NA
Data as of 06/04/2026, Common starting date is 12/24/2014
More Performance Analytics Comparison
Name Start Date End Date
MLXCX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS C) 12/24/2014 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 2014
Annualized Return (%) 2.46 22.23 24.56 19.10 -5.12 NA NA 32.76 -8.73 43.81 14.18 25.78 40.56 -21.60 -74.21 -19.31 -14.62 70.81 -48.31 -0.30
Sharpe Ratio NA 0.88 1.06 0.75 -0.11 NA NA 3.19 -0.48 2.65 0.59 0.83 1.80 -0.35 -0.46 -0.92 -0.79 1.59 -1.37 -1.84
Standard Deviation(%) NA 20.03 20.07 22.58 58.62 NA NA 23.88 24.41 15.17 17.95 29.55 22.50 61.76 162.78 22.52 19.41 44.42 35.27 9.34
Draw Down(%) NA 15.67 21.68 21.68 93.86 NA NA 10.74 21.68 10.46 13.55 21.31 15.57 64.82 82.64 28.96 26.48 32.49 57.44 1.09
Yield(%) 0.00 6.77 7.33 7.48 5.90 3.06 2.30 1.63 6.78 5.73 6.35 7.16 9.62 31.19 14.15 10.17 7.94 11.79 5.08 0.00
Data as of 06/04/2026, 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
MLXCX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS C) -54.70%
Mar 2017 – Mar 2020
-39.95%
Mar 2015 – Mar 2020
-11.19%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLXCX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS C) 38.30%
Mar 2020 – Mar 2023
35.03%
Mar 2020 – Mar 2025
-1.86%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return