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Catalyst Dynamic Alpha I (CPEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.18-0.21 (-0.86%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.10%
5-Year Average Return10.47%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)27.20%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return27.20%
Worst 3-Yr Total Return5.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCPEIXCategory
YTD16.05%12.38%
1-Month4.91%5.09%
3-Month2.36%10.28%
1-Year28.92%41.70%
3-Year8.61%22.56%
5-Year11.61%21.98%
10-Year11.49%15.99%
Last Bull Market35.37%25.99%
Last Bear Market-13.95%-17.29%

Annual Total Return (%) History

Year
CPEIXCategory
2024
N/AN/A
2023
13.73%N/A
2022
-14.65%N/A
2021
20.08%N/A
2020
21.32%35.86%
2019
11.38%31.90%
2018
-3.81%-2.09%
2017
27.20%27.67%
2016
8.13%3.23%
2015
7.03%3.60%
2014
N/A10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.46%N/AN/AN/A
20231.62%8.92%-7.21%10.74%
2022-6.05%-13.95%-1.91%7.64%
20210.12%3.73%1.28%14.15%
2020-17.94%26.97%3.53%12.48%
201911.01%-0.76%-4.67%6.04%
2018-0.54%3.13%10.65%-15.25%
20176.00%4.66%5.77%8.40%
2016-5.28%6.41%4.64%2.53%
20157.05%-1.80%-6.46%8.84%
20144.08%7.04%N/AN/A

Rank In Category (By Total Return)

YTD18
1-Month56
3-Month52
1-Year67
3-Year34
5-Year87

Load Adjusted Returns

1-Year28.92%
3-Year8.61%
5-Year11.61%
10-Year11.49%