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
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) 33.38% 22.93% 25.82% 19.67% -3.64% NA NA
Data as of 06/10/2026, Common starting date is 12/24/2014
More Performance Analytics Comparison
Name Start Date End Date
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) 12/24/2014 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 (%) 1.50 22.93 25.82 19.67 -3.64 NA NA 33.38 -7.80 45.26 15.34 27.02 42.04 -20.98 -73.53 -18.48 -13.80 72.51 -47.89 -0.30
Sharpe Ratio NA 1.00 1.11 0.78 -0.09 NA NA 3.78 -0.44 2.75 0.66 0.87 1.87 -0.34 -0.46 -0.88 -0.75 1.62 -1.36 -1.84
Standard Deviation(%) NA 20.06 20.05 22.55 58.65 NA NA 23.65 24.40 15.14 17.95 29.55 22.48 62.01 162.84 22.59 19.30 44.68 35.32 9.34
Draw Down(%) NA 15.44 21.50 21.50 93.61 NA NA 10.68 21.50 10.40 13.45 21.26 15.40 64.96 82.40 28.92 25.96 32.25 57.15 1.09
Yield(%) 0.00 8.02 8.74 8.59 6.89 3.43 2.57 2.50 7.67 6.86 7.37 8.27 10.88 33.69 15.14 11.01 8.72 12.80 5.75 0.00
Data as of 06/10/2026, Common starting date is 12/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) -54.05%
Mar 2017 – Mar 2020
-39.20%
Mar 2015 – Mar 2020
-10.18%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLXIX (CATALYST MLP & INFRASTRUCTURE FUND CATALYST MLP & INFRASTRUCTURE FUND CLASS I) 39.73%
Mar 2020 – Mar 2023
36.42%
Mar 2020 – Mar 2025
-0.74%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return