Canada markets open in 8 hours 23 minutes

Catalyst Nasdaq-100 Hedged Equity A (CLPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
12.58+0.10 (+0.80%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.39%
5-Year Average Return4.81%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 23, 2024)35.92%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return35.92%
Worst 3-Yr Total Return-6.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCLPAXCategory
YTD2.22%6.64%
1-Month3.54%1.03%
3-Month-1.15%3.58%
1-Year14.41%16.67%
3-Year3.15%6.96%
5-Year4.88%6.01%
10-Year4.18%4.42%
Last Bull Market14.79%12.48%
Last Bear Market-19.33%-10.95%

Annual Total Return (%) History

Year
CLPAXCategory
2024
N/AN/A
2023
35.92%N/A
2022
-30.54%N/A
2021
13.12%N/A
2020
5.25%7.16%
2019
19.40%11.34%
2018
-3.65%-3.45%
2017
8.20%6.02%
2016
1.33%3.31%
2015
-9.39%-1.77%
2014
20.03%2.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.56%N/AN/AN/A
202315.30%10.65%-3.54%10.45%
2022-6.59%-19.33%-3.54%-4.44%
2021-2.39%6.53%1.70%6.96%
2020-17.79%14.09%3.85%8.05%
20199.23%3.17%1.30%4.59%
2018-0.81%2.74%3.56%-8.71%
20172.40%1.70%2.20%1.66%
2016-1.99%-5.30%3.81%5.16%
20153.99%-2.53%-9.21%-1.53%
20143.10%3.20%1.03%11.65%

Rank In Category (By Total Return)

YTD93
1-Month26
3-Month100
1-Year65
3-Year86
5-Year82

Load Adjusted Returns

1-Year7.83%
3-Year1.13%
5-Year3.65%
10-Year3.57%