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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.80%
5-Year Average Return7.56%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)17.99%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return17.99%
Worst 3-Yr Total Return3.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBXIXCategory
YTD13.74%4.43%
1-Month3.39%0.25%
3-Month10.95%2.85%
1-Year18.73%11.96%
3-Year7.94%4.46%
5-Year8.11%3.69%
10-Year0.00%2.51%
Last Bull Market6.17%6.81%
Last Bear Market-1.25%-4.99%

Annual Total Return (%) History

Year
MBXIXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202410.00%N/AN/AN/A
2023-4.43%2.75%7.17%-5.61%
20224.23%-1.25%3.25%1.37%
20217.43%9.47%-6.26%6.04%
2020-23.75%12.20%5.62%10.12%
20196.89%0.40%-0.28%6.37%
2018-4.10%2.89%3.99%-4.66%
20175.92%-1.77%5.15%4.18%
20168.18%6.22%3.54%-0.83%

Rank In Category (By Total Return)

YTD7
1-Month9
3-Month2
1-Year1
3-Year22
5-Year9

Load Adjusted Returns

1-Year18.73%
3-Year7.94%
5-Year8.11%
10-YearN/A