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Catalyst MLP & Infrastructure A (MLXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.90+0.28 (+1.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.29%
5-year average return10.96%
Number of years up5
Number of years down4
Best 1-yr total return (17 Jun 2024)64.81%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return64.81%
Worst 3-yr total return-13.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLXAXCategory
YTD16.21%38.02%
1-month3.83%4.39%
3-month11.78%17.34%
1-year34.73%54.67%
3-year20.12%0.06%
5-year10.86%0.07%
10-year0.00%1.70%
Last bull market18.82%11.80%
Last bear market-10.69%-7.14%

Annual total return (%) history

Year
MLXAXCategory
2024
N/AN/A
2023
15.04%N/A
2022
26.64%N/A
2021
41.67%N/A
2020
-27.85%-23.34%
2019
11.80%13.05%
2018
-18.73%-16.32%
2017
-14.02%-5.78%
2016
64.81%27.30%
2015
-45.74%-34.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.15%N/AN/AN/A
2023-0.47%9.98%0.51%4.55%
202227.14%-10.69%3.30%7.97%
202120.44%20.25%-0.85%-1.34%
2020-52.40%38.94%-8.89%19.74%
201922.93%-4.06%-3.46%-1.81%
2018-13.49%16.12%1.96%-20.66%
2017-0.36%-11.45%-0.58%-1.99%
2016-0.25%33.28%15.14%7.67%
20154.66%-2.84%-30.78%-22.90%

Rank in category (by total return)

YTD10
1-month18
3-month2
1-year38
3-year38
5-year44

Load adjusted returns

1-year26.99%
3-year17.77%
5-year9.55%
10-yearN/A