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
TRXIX (CATALYST/MAP GLOBAL BALANCED FUND CATALYST/MAP GLOBAL BALANCED FUND CLASS I) 6.39% 14.61% 10.44% 5.17% 5.96% NA NA
Data as of 06/04/2026, Common starting date is 06/09/2014
More Performance Analytics Comparison
Name Start Date End Date
TRXIX (CATALYST/MAP GLOBAL BALANCED FUND CATALYST/MAP GLOBAL BALANCED FUND CLASS I) 06/09/2014 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 (%) 0.15 14.61 10.44 5.17 5.96 NA NA 6.39 16.52 4.83 5.59 -7.21 9.91 3.88 11.82 -2.97 12.39 5.11 0.10 -2.59
Sharpe Ratio NA 1.95 1.18 0.35 0.53 NA NA 1.81 2.01 0.26 0.30 -0.71 1.30 0.24 2.00 -0.69 2.66 0.61 0.01 -0.69
Standard Deviation(%) NA 6.15 6.02 7.88 8.29 NA NA 7.31 6.80 4.72 6.45 12.16 7.58 15.07 5.18 6.34 4.42 8.05 8.31 6.61
Draw Down(%) NA 5.59 5.99 15.92 20.40 NA NA 5.59 5.99 3.27 5.12 15.92 4.40 20.40 2.46 7.70 2.27 4.46 7.23 6.80
Yield(%) 0.00 2.72 4.60 3.96 4.35 3.16 2.37 0.49 3.04 5.16 5.55 0.82 7.16 2.18 3.31 7.62 4.96 3.85 1.96 3.42
Data as of 06/04/2026, Common starting date is 06/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRXIX (CATALYST/MAP GLOBAL BALANCED FUND CATALYST/MAP GLOBAL BALANCED FUND CLASS I) -0.09%
Sep 2019 – Sep 2022
1.78%
Mar 2015 – Mar 2020
4.17%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRXIX (CATALYST/MAP GLOBAL BALANCED FUND CATALYST/MAP GLOBAL BALANCED FUND CLASS I) 11.01%
Sep 2022 – Sep 2025
7.53%
Oct 2020 – Oct 2025
6.73%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return