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Catalyst Dynamic Alpha C (CPECX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.99+0.05 (+0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.95%
5-Year Average Return10.04%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)35.84%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return35.84%
Worst 3-Yr Total Return4.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCPECXCategory
YTD10.24%12.38%
1-Month-5.10%5.09%
3-Month6.36%10.28%
1-Year22.15%41.70%
3-Year5.94%22.56%
5-Year7.97%21.98%
10-Year10.38%15.99%
Last Bull Market34.83%25.99%
Last Bear Market-14.20%-17.29%

Annual Total Return (%) History

Year
CPECXCategory
2024
N/AN/A
2023
12.59%N/A
2022
-15.49%N/A
2021
18.86%N/A
2020
20.08%35.86%
2019
10.36%31.90%
2018
-4.81%-2.09%
2017
25.92%27.67%
2016
7.11%3.23%
2015
5.89%3.60%
2014
20.95%10.00%
2013
35.84%33.92%
2012
11.78%15.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.17%N/AN/AN/A
20231.37%8.61%-7.42%10.46%
2022-6.24%-14.20%-2.13%7.34%
2021-0.14%3.46%1.01%13.89%
2020-18.17%26.60%3.32%12.18%
201910.78%-1.03%-4.89%5.83%
2018-0.81%2.89%10.40%-15.51%
20175.70%4.45%5.48%8.13%
2016-5.48%6.13%4.39%2.28%
20156.77%-2.03%-6.72%8.53%
20145.33%3.49%3.90%6.80%
20138.43%1.57%7.41%14.83%
20128.42%-1.66%3.76%1.05%

Rank In Category (By Total Return)

YTD11
1-Month69
3-Month11
1-Year83
3-Year41
5-Year95

Load Adjusted Returns

1-Year22.15%
3-Year5.94%
5-Year7.97%
10-Year10.38%