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Catalyst/Millburn Hedge Strategy C (MBXCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.31+0.07 (+0.18%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.81%
5-year average return7.71%
Number of years up5
Number of years down3
Best 1-yr total return (13 May 2024)16.85%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return16.85%
Worst 3-yr total return2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBXCXCategory
YTD13.34%4.43%
1-month3.30%0.25%
3-month10.67%2.85%
1-year17.55%11.96%
3-year6.87%4.46%
5-year7.03%3.69%
10-year0.00%2.51%
Last bull market5.72%6.81%
Last bear market-1.50%-4.99%

Annual total return (%) history

Year
MBXCXCategory
2024
N/AN/A
2023
-1.66%N/A
2022
6.67%N/A
2021
15.73%N/A
2020
-1.49%4.54%
2019
12.72%8.10%
2018
-3.17%-3.33%
2017
12.83%5.28%
2016
16.85%2.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.72%N/AN/AN/A
2023-4.66%2.49%6.91%-5.86%
20223.98%-1.50%2.97%1.14%
20217.18%9.18%-6.50%5.78%
2020-23.93%11.91%5.36%9.84%
20196.62%0.19%-0.54%6.09%
2018-4.36%2.65%3.72%-4.90%
20175.64%-2.02%4.87%3.95%
20167.90%5.97%3.28%-1.05%

Rank in category (by total return)

YTD12
1-month12
3-month11
1-year6
3-year29
5-year15

Load adjusted returns

1-year17.55%
3-year6.87%
5-year7.03%
10-yearN/A