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Catalyst/Millburn Hedge Strategy C (MBXCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.41+0.26 (+0.68%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.34%
5-Year Average Return7.39%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 14, 2024)16.85%
Worst 1 Yr Total Return (May 14, 2024)N/A
Best 3-Yr Total Return16.85%
Worst 3-Yr Total Return2.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBXCXCategory
YTD13.34%4.43%
1-Month3.30%0.25%
3-Month10.67%2.85%
1-Year17.55%11.96%
3-Year6.87%4.46%
5-Year7.03%3.69%
10-Year0.00%2.51%
Last Bull Market5.72%6.81%
Last Bear Market-1.50%-4.99%

Annual Total Return (%) History

Year
MBXCXCategory
2024
N/AN/A
2023
-1.66%N/A
2022
6.67%N/A
2021
15.73%N/A
2020
-1.49%4.54%
2019
12.72%8.10%
2018
-3.17%-3.33%
2017
12.83%5.28%
2016
16.85%2.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.72%N/AN/AN/A
2023-4.66%2.49%6.91%-5.86%
20223.98%-1.50%2.97%1.14%
20217.18%9.18%-6.50%5.78%
2020-23.93%11.91%5.36%9.84%
20196.62%0.19%-0.54%6.09%
2018-4.36%2.65%3.72%-4.90%
20175.64%-2.02%4.87%3.95%
20167.90%5.97%3.28%-1.05%

Rank In Category (By Total Return)

YTD12
1-Month12
3-Month11
1-Year6
3-Year29
5-Year15

Load Adjusted Returns

1-Year17.55%
3-Year6.87%
5-Year7.03%
10-YearN/A