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Catalyst Dynamic Alpha C (CPECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.91+0.04 (+0.19%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.78%
5-year average return9.10%
Number of years up10
Number of years down2
Best 1-yr total return (4 Jul 2024)35.84%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return35.84%
Worst 3-yr total return4.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPECXCategory
YTD14.56%12.38%
1-month-0.86%5.09%
3-month-1.38%10.28%
1-year17.16%41.70%
3-year7.84%22.56%
5-year9.39%21.98%
10-year9.98%15.99%
Last bull market34.83%25.99%
Last bear market-14.20%-17.29%

Annual total return (%) history

Year
CPECXCategory
2024
N/AN/A
2023
12.59%N/A
2022
-15.49%N/A
2021
18.86%N/A
2020
20.08%35.86%
2019
10.36%31.90%
2018
-4.81%-2.09%
2017
25.92%27.67%
2016
7.11%3.23%
2015
5.89%3.60%
2014
20.95%10.00%
2013
35.84%33.92%
2012
11.78%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.17%-1.38%N/AN/A
20231.37%8.61%-7.42%10.46%
2022-6.24%-14.20%-2.13%7.34%
2021-0.14%3.46%1.01%13.89%
2020-18.17%26.60%3.32%12.18%
201910.78%-1.03%-4.89%5.83%
2018-0.81%2.89%10.40%-15.51%
20175.70%4.45%5.48%8.13%
2016-5.48%6.13%4.39%2.28%
20156.77%-2.03%-6.72%8.53%
20145.33%3.49%3.90%6.80%
20138.43%1.57%7.41%14.83%
20128.42%-1.66%3.76%1.05%

Rank in category (by total return)

YTD72
1-month100
3-month96
1-year92
3-year45
5-year96

Load adjusted returns

1-year17.16%
3-year7.84%
5-year9.39%
10-year9.98%