Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRIIX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS I) | 5.52% | 18.14% | 11.91% | 5.30% | 9.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIIX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS I) | 07/02/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 18.14 | 11.91 | 5.30 | 9.47 | NA | NA | … | … | 5.52 | 6.31 | 10.77 | 14.86 | -12.31 | 24.84 | 5.45 | 19.81 | -6.97 | 13.03 | 32.63 | -26.73 | -11.98 | 3.27 |
| Sharpe Ratio | NA | 1.46 | 0.87 | 0.27 | 0.67 | NA | NA | … | … | 0.88 | 0.25 | 1.07 | 1.42 | -1.06 | 2.76 | 0.22 | 2.42 | -1.05 | 1.98 | 2.56 | -2.14 | -1.35 | 0.87 |
| Standard Deviation(%) | NA | 11.76 | 10.41 | 10.68 | 11.85 | NA | NA | … | … | 11.90 | 13.88 | 6.67 | 7.97 | 13.01 | 8.99 | 24.05 | 7.59 | 8.00 | 6.28 | 12.65 | 12.48 | 8.86 | 7.60 |
| Draw Down(%) | NA | 7.34 | 15.51 | 20.48 | 35.27 | NA | NA | … | … | 7.17 | 15.51 | 4.03 | 7.60 | 19.67 | 5.04 | 35.27 | 4.44 | 14.07 | 4.62 | 13.83 | 32.08 | 18.93 | 5.61 |
| Yield(%) | 0.00 | 6.28 | 7.10 | 5.41 | 7.40 | 4.06 | 3.05 | … | … | 2.06 | 5.65 | 7.91 | 6.15 | 4.27 | 6.24 | 5.67 | 6.32 | 6.38 | 7.11 | 7.86 | 6.95 | 5.97 | 2.11 |
Data as of 06/04/2026, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIIX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS I) |
-6.58%
Oct 2013 – Oct 2016 |
-2.10%
Dec 2013 – Dec 2018 |
2.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIIX (CATALYST/SMH TOTAL RETURN INCOME FUND CATALYST/SMH TOTAL RETURN INCOME FUND CLASS I) |
17.39%
Jan 2016 – Jan 2019 |
15.36%
Feb 2016 – Feb 2021 |
11.16%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart