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Catalyst/Lyons Tactical Allocation C (CLTCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.70-0.04 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.15%
5-year average return5.08%
Number of years up8
Number of years down3
Best 1-yr total return (27 Jun 2024)37.37%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return37.37%
Worst 3-yr total return-1.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLTCXCategory
YTD4.86%9.69%
1-month2.37%0.97%
3-month-0.61%5.21%
1-year13.49%27.45%
3-year-3.03%8.85%
5-year5.16%8.56%
10-year4.93%5.61%
Last bull market21.39%10.63%
Last bear market-14.43%-12.05%

Annual total return (%) history

Year
CLTCXCategory
2024
N/AN/A
2023
9.32%N/A
2022
-24.97%N/A
2021
16.94%N/A
2020
26.88%9.83%
2019
2.01%14.61%
2018
-5.70%-7.70%
2017
15.90%12.63%
2016
10.55%5.99%
2015
-4.09%-5.93%
2014
10.75%2.41%
2013
37.37%8.62%
2012
N/A9.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.87%N/AN/AN/A
20231.33%3.31%-5.44%10.44%
2022-10.93%-14.43%-1.02%-0.54%
20215.96%5.06%0.43%4.59%
2020-12.62%14.27%10.79%14.69%
20190.00%1.89%0.66%-0.54%
20180.00%3.81%8.05%-15.93%
20175.53%-1.81%3.08%8.52%
20163.35%-3.62%4.15%6.56%
20152.56%-5.12%-5.97%4.82%
20140.72%2.95%0.70%6.06%
20139.87%4.97%5.56%12.84%
20121.83%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month71
3-month92
1-year47
3-year87
5-year60

Load adjusted returns

1-year13.49%
3-year-3.03%
5-year5.16%
10-year4.93%