Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHIEX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS A) | 4.35% | 13.35% | 12.18% | 5.37% | 7.18% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHIEX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS A) | 04/17/2015 | 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 (%) | 0.09 | 13.35 | 12.18 | 5.37 | 7.18 | NA | NA | … | … | 4.35 | 10.57 | 13.36 | 13.73 | -18.38 | 13.87 | 6.98 | 19.93 | -5.73 | 13.88 | 5.86 | -2.10 |
| Sharpe Ratio | NA | 2.26 | 1.15 | 0.33 | 0.65 | NA | NA | … | … | 1.37 | 0.73 | 1.52 | 1.41 | -1.91 | 1.76 | 0.68 | 2.22 | -0.66 | 3.11 | 0.65 | -0.27 |
| Standard Deviation(%) | NA | 5.27 | 8.17 | 8.54 | 8.55 | NA | NA | … | … | 6.53 | 10.59 | 6.41 | 7.23 | 10.39 | 7.85 | 9.89 | 8.33 | 10.74 | 4.27 | 8.69 | 10.91 |
| Draw Down(%) | NA | 4.39 | 11.35 | 20.36 | 20.36 | NA | NA | … | … | 4.39 | 11.35 | 3.73 | 6.73 | 20.36 | 3.87 | 15.52 | 5.16 | 14.23 | 1.55 | 7.52 | 8.33 |
| Yield(%) | 0.00 | 2.94 | 3.00 | 4.62 | 5.85 | 3.85 | 2.89 | … | … | 0.00 | 2.99 | 2.97 | 2.55 | 0.56 | 16.69 | 1.88 | 6.71 | 8.46 | 14.30 | 0.72 | 0.12 |
Data as of 06/03/2026, Common starting date is 04/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIEX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS A) |
-0.19%
Dec 2019 – Dec 2022 |
2.01%
Sep 2018 – Sep 2023 |
5.52%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIEX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS A) |
13.47%
Dec 2018 – Dec 2021 |
9.87%
Oct 2016 – Oct 2021 |
7.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart