Home
Mail
News
Sports
Finance
Celebrity
Style
Movies
Weather
Mobile
Yahoo
Mail
News
Taxes
Watchlists
My Portfolio
My Screeners
Market Data
Industry News
Sponsored: Small Business Insurance Hub
Real Estate
Technology
Currency Converter
Canada markets closed
S&P/TSX
22,259.47
+312.06
(+1.42%)
S&P 500
5,180.74
+52.95
(+1.03%)
DOW
38,852.27
+176.59
(+0.46%)
CAD/USD
0.7314
-0.0007
(-0.09%)
CRUDE OIL
78.77
+0.29
(+0.37%)
Bitcoin CAD
86,295.40
-1,066.41
(-1.22%)
Catalyst/Millburn Hedge Strategy A (MBXAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
39.18
+0.25
(+0.64%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
11.68%
5-Year Average Return
7.30%
Number of Years Up
5
Number of Years Down
3
Best 1 Yr Total Return (May 2, 2024)
17.76%
Worst 1 Yr Total Return (May 2, 2024)
N/A
Best 3-Yr Total Return
17.76%
Worst 3-Yr Total Return
3.23%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
MBXAX
Category
YTD
13.63%
4.43%
1-Month
3.39%
0.25%
3-Month
10.89%
2.85%
1-Year
18.43%
11.96%
3-Year
7.68%
4.46%
5-Year
7.84%
3.69%
10-Year
0.00%
2.51%
Last Bull Market
6.05%
6.81%
Last Bear Market
-1.33%
-4.99%
Annual Total Return (%) History
Year
MBXAX
Category
2024
N/A
N/A
2023
-0.91%
N/A
2022
7.46%
N/A
2021
16.62%
N/A
2020
-0.76%
4.54%
2019
13.60%
8.10%
2018
-2.42%
-3.33%
2017
13.67%
5.28%
2016
17.76%
2.01%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.90%
N/A
N/A
N/A
2023
-4.49%
2.69%
7.11%
-5.67%
2022
4.17%
-1.33%
3.19%
1.32%
2021
7.36%
9.42%
-6.34%
6.01%
2020
-23.81%
12.13%
5.54%
10.06%
2019
6.85%
0.34%
-0.34%
6.32%
2018
-4.15%
2.84%
3.92%
-4.75%
2017
5.85%
-1.88%
5.10%
4.13%
2016
8.14%
6.18%
3.44%
-0.85%
Rank In Category (By Total Return)
YTD
9
1-Month
10
3-Month
4
1-Year
2
3-Year
24
5-Year
12
Load Adjusted Returns
1-Year
11.62%
3-Year
5.57%
5-Year
6.57%
10-Year
N/A
Data Disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy Dashboard
About Our Ads
© 2024 Yahoo. All rights reserved.