Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRICX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS C) | 5.16% | 17.03% | 10.89% | 4.27% | 8.15% | 3.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRICX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS C) | 05/27/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 17.03 | 10.89 | 4.27 | 8.15 | 3.54 | NA | … | … | 5.16 | 5.30 | 9.62 | 13.68 | -12.93 | 23.55 | 4.11 | 18.60 | -7.92 | 9.65 | 31.22 | -27.43 | -12.80 | 14.64 | 7.95 | -10.68 | 18.83 | 30.26 | -43.00 |
| Sharpe Ratio | NA | 1.37 | 0.77 | 0.18 | 0.56 | NA | NA | … | … | 0.80 | 0.17 | 0.90 | 1.27 | -1.11 | 2.60 | 0.16 | 2.29 | -1.15 | 1.49 | 2.46 | -2.24 | -1.45 | 1.57 | 0.95 | -0.61 | 1.84 | 1.78 | -1.80 |
| Standard Deviation(%) | NA | 11.72 | 10.37 | 10.66 | 11.81 | NA | NA | … | … | 11.80 | 13.88 | 6.67 | 7.95 | 12.93 | 9.04 | 24.05 | 7.48 | 8.11 | 6.05 | 12.59 | 12.27 | 8.85 | 9.30 | 8.38 | 17.62 | 10.21 | 16.90 | 34.06 |
| Draw Down(%) | NA | 7.42 | 15.58 | 21.10 | 35.33 | NA | NA | … | … | 7.39 | 15.58 | 4.23 | 7.67 | 20.16 | 5.10 | 35.33 | 4.67 | 14.07 | 4.49 | 13.62 | 32.60 | 19.52 | 7.61 | 8.17 | 24.05 | 9.64 | 24.38 | 52.55 |
| Yield(%) | 0.00 | 5.28 | 6.04 | 4.52 | 6.19 | 4.01 | 2.77 | … | … | 1.73 | 4.70 | 6.84 | 5.12 | 3.43 | 5.21 | 4.71 | 5.25 | 5.36 | 6.02 | 6.76 | 6.07 | 5.05 | 4.89 | 5.06 | 7.75 | 5.28 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRICX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS C) |
-13.66%
Feb 2013 – Feb 2016 |
-9.05%
Feb 2011 – Feb 2016 |
-0.91%
Mar 2010 – Mar 2020 |
1.54%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRICX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS C) |
20.45%
Feb 2009 – Feb 2012 |
15.78%
Feb 2009 – Feb 2014 |
9.85%
Jan 2016 – Jan 2026 |
6.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart