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Catalyst/Millburn Hedge Strategy I (MBXIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.23
-0.13
(-0.33%)
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
11.80%
5-Year Average Return
7.56%
Number of Years Up
5
Number of Years Down
3
Best 1 Yr Total Return (May 2, 2024)
17.99%
Worst 1 Yr Total Return (May 2, 2024)
N/A
Best 3-Yr Total Return
17.99%
Worst 3-Yr Total Return
3.49%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
MBXIX
Category
YTD
13.74%
4.43%
1-Month
3.39%
0.25%
3-Month
10.95%
2.85%
1-Year
18.73%
11.96%
3-Year
7.94%
4.46%
5-Year
8.11%
3.69%
10-Year
0.00%
2.51%
Last Bull Market
6.17%
6.81%
Last Bear Market
-1.25%
-4.99%
Annual Total Return (%) History
Year
MBXIX
Category
2024
N/A
N/A
2023
-0.67%
N/A
2022
7.72%
N/A
2021
16.89%
N/A
2020
-0.49%
4.54%
2019
13.84%
8.10%
2018
-2.16%
-3.33%
2017
13.97%
5.28%
2016
17.99%
2.01%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.00%
N/A
N/A
N/A
2023
-4.43%
2.75%
7.17%
-5.61%
2022
4.23%
-1.25%
3.25%
1.37%
2021
7.43%
9.47%
-6.26%
6.04%
2020
-23.75%
12.20%
5.62%
10.12%
2019
6.89%
0.40%
-0.28%
6.37%
2018
-4.10%
2.89%
3.99%
-4.66%
2017
5.92%
-1.77%
5.15%
4.18%
2016
8.18%
6.22%
3.54%
-0.83%
Rank In Category (By Total Return)
YTD
7
1-Month
9
3-Month
2
1-Year
1
3-Year
22
5-Year
9
Load Adjusted Returns
1-Year
18.73%
3-Year
7.94%
5-Year
8.11%
10-Year
N/A
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