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Catalyst/Millburn Hedge Strategy A (MBXAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.18+0.25 (+0.64%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.68%
5-Year Average Return7.30%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)17.76%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return17.76%
Worst 3-Yr Total Return3.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBXAXCategory
YTD13.63%4.43%
1-Month3.39%0.25%
3-Month10.89%2.85%
1-Year18.43%11.96%
3-Year7.68%4.46%
5-Year7.84%3.69%
10-Year0.00%2.51%
Last Bull Market6.05%6.81%
Last Bear Market-1.33%-4.99%

Annual Total Return (%) History

Year
MBXAXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20249.90%N/AN/AN/A
2023-4.49%2.69%7.11%-5.67%
20224.17%-1.33%3.19%1.32%
20217.36%9.42%-6.34%6.01%
2020-23.81%12.13%5.54%10.06%
20196.85%0.34%-0.34%6.32%
2018-4.15%2.84%3.92%-4.75%
20175.85%-1.88%5.10%4.13%
20168.14%6.18%3.44%-0.85%

Rank In Category (By Total Return)

YTD9
1-Month10
3-Month4
1-Year2
3-Year24
5-Year12

Load Adjusted Returns

1-Year11.62%
3-Year5.57%
5-Year6.57%
10-YearN/A