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Catalyst Buffered Shield Fund I (SHIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.91+0.03 (+0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.86%
5-Year Average Return5.27%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)20.23%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return20.23%
Worst 3-Yr Total Return0.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSHIIXCategory
YTD7.10%6.64%
1-Month2.83%1.03%
3-Month2.83%3.58%
1-Year13.83%16.67%
3-Year1.79%6.96%
5-Year5.41%6.01%
10-Year0.00%4.42%
Last Bull Market15.80%12.48%
Last Bear Market-9.75%-10.95%

Annual Total Return (%) History

Year
SHIIXCategory
2024
N/AN/A
2023
14.02%N/A
2022
-18.14%N/A
2021
14.28%N/A
2020
7.17%7.16%
2019
20.23%11.34%
2018
-5.46%-3.45%
2017
14.09%6.02%
2016
6.07%3.31%
2015
N/A-1.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.15%2.83%N/AN/A
20233.28%3.88%-2.26%8.75%
2022-7.18%-9.75%-3.99%1.78%
20213.07%5.11%-0.09%5.59%
2020-9.05%7.30%3.40%6.20%
20199.68%3.12%1.31%4.93%
2018-1.18%2.68%5.22%-11.45%
20173.41%2.26%3.41%4.32%
2016-0.51%1.34%2.65%2.49%
2015-5.17%4.30%N/AN/A

Rank In Category (By Total Return)

YTD52
1-Month11
3-Month50
1-Year53
3-Year91
5-Year69

Load Adjusted Returns

1-Year13.83%
3-Year1.79%
5-Year5.41%
10-YearN/A