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
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) 30.89% 20.25% 25.05% 20.16% -4.02% NA NA
Data as of 06/03/2026, Common starting date is 12/24/2014
More Performance Analytics Comparison
Name Start Date End Date
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) 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 20.25 25.05 20.16 -4.02 NA NA 30.89 -7.80 45.26 15.34 27.02 42.04 -20.98 -73.53 -18.48 -13.80 72.51 -47.89 -0.30
Sharpe Ratio NA 0.94 1.13 0.80 -0.09 NA NA 3.24 -0.44 2.75 0.66 0.87 1.87 -0.34 -0.46 -0.88 -0.75 1.62 -1.36 -1.84
Standard Deviation(%) NA 20.06 20.07 22.57 58.66 NA NA 23.93 24.40 15.14 17.95 29.55 22.48 62.01 162.84 22.59 19.30 44.68 35.32 9.34
Draw Down(%) NA 15.44 21.50 21.50 93.61 NA NA 10.68 21.50 10.40 13.45 21.26 15.40 64.96 82.40 28.92 25.96 32.25 57.15 1.09
Yield(%) 0.00 7.55 8.53 8.79 6.71 3.42 2.56 1.99 7.67 6.86 7.37 8.27 10.88 33.69 15.14 11.01 8.72 12.80 5.75 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
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) -54.05%
Mar 2017 – Mar 2020
-39.20%
Mar 2015 – Mar 2020
-10.18%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) 39.73%
Mar 2020 – Mar 2023
36.42%
Mar 2020 – Mar 2025
-0.74%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return