Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CASIX (Catalyst/Aspect Enhanced Multi-Asset I) | NA | -0.13% | 0.32% | NA | NA | NA | NA | … | … |
Data as of 03/06/2015, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASIX (Catalyst/Aspect Enhanced Multi-Asset I) | 04/07/2011 | 03/06/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.13 | -0.13 | 0.32 | NA | NA | NA | NA | … | … | -2.20 | -0.13 | 1.93 | 2.95 | -1.49 |
| Sharpe Ratio | NA | -0.02 | 0.05 | NA | NA | NA | NA | … | … | -0.74 | -0.04 | 0.41 | 0.87 | -0.44 |
| Standard Deviation(%) | NA | 7.98 | 5.79 | NA | NA | NA | NA | … | … | 16.25 | 4.00 | 4.59 | 3.36 | 4.66 |
| Draw Down(%) | NA | 6.22 | 7.82 | NA | NA | NA | NA | … | … | 6.22 | 5.18 | 3.66 | 2.07 | 3.87 |
| Yield(%) | 0.00 | 0.07 | 1.13 | 0.70 | 0.35 | 0.23 | 0.17 | … | … | 0.00 | 0.07 | 0.61 | 2.75 | 0.10 |
Data as of 03/06/2015, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASIX (Catalyst/Aspect Enhanced Multi-Asset I) |
0.12%
May 2011 – May 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASIX (Catalyst/Aspect Enhanced Multi-Asset I) |
2.57%
Jan 2012 – Jan 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart