Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPEIX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS I) | 18.11% | 32.02% | 19.32% | 12.20% | 12.72% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPEIX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS I) | 06/09/2014 | 06/10/2026 |
| 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 (%) | -6.39 | 32.02 | 19.32 | 12.20 | 12.72 | NA | NA | … | … | 18.11 | -1.87 | 22.36 | 13.73 | -14.65 | 19.87 | 21.32 | 11.38 | -4.02 | 27.23 | 8.13 | 7.01 | 12.37 |
| Sharpe Ratio | NA | 1.44 | 0.86 | 0.49 | 0.55 | NA | NA | … | … | 1.86 | -0.17 | 1.16 | 0.73 | -0.69 | 0.97 | 0.61 | 0.69 | -0.28 | 2.54 | 0.54 | 0.41 | 1.53 |
| Standard Deviation(%) | NA | 22.30 | 20.40 | 20.32 | 20.66 | NA | NA | … | … | 27.95 | 27.87 | 16.10 | 13.98 | 23.48 | 20.45 | 34.49 | 14.25 | 19.06 | 10.51 | 14.75 | 17.03 | 14.87 |
| Draw Down(%) | NA | 12.56 | 26.25 | 26.25 | 34.07 | NA | NA | … | … | 12.56 | 26.25 | 9.32 | 13.98 | 22.83 | 13.11 | 33.71 | 9.75 | 21.97 | 6.01 | 16.57 | 13.57 | 11.39 |
| Yield(%) | 0.00 | 14.84 | 9.66 | 10.06 | 10.15 | 8.05 | 6.04 | … | … | 0.00 | 14.62 | 10.66 | 0.34 | 1.00 | 27.96 | 0.00 | 0.47 | 15.69 | 2.87 | 0.00 | 1.43 | 10.37 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CPEIX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS I) |
1.73%
Mar 2017 – Mar 2020 |
3.72%
Sep 2018 – Sep 2023 |
8.63%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPEIX (CATALYST DYNAMIC ALPHA FUND CATALYST DYNAMIC ALPHA FUND CLASS I) |
22.73%
May 2023 – May 2026 |
15.65%
Feb 2016 – Feb 2021 |
13.22%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart