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Catalyst/MAP Global Balanced A (TRXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.52+0.04 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.69%
5-year average return3.26%
Number of years up9
Number of years down3
Best 1-yr total return (2 Jul 2024)12.08%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return12.08%
Worst 3-yr total return1.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRXAXCategory
YTD3.15%8.60%
1-month-0.12%0.11%
3-month1.10%4.82%
1-year5.20%25.33%
3-year1.14%8.02%
5-year3.35%8.06%
10-year3.41%6.03%
Last bull market7.01%13.54%
Last bear market-8.02%-13.20%

Annual total return (%) history

Year
TRXAXCategory
2024
N/AN/A
2023
5.23%N/A
2022
-7.44%N/A
2021
9.68%N/A
2020
3.61%6.18%
2019
11.50%16.10%
2018
-3.24%-8.26%
2017
11.12%14.79%
2016
4.79%6.04%
2015
-0.16%-4.15%
2014
3.13%1.54%
2013
10.46%10.07%
2012
12.08%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.02%1.10%N/AN/A
20233.86%-0.66%-1.18%3.21%
20220.41%-8.02%-7.46%8.29%
20214.50%1.92%-2.05%5.13%
2020-14.22%9.18%1.50%8.99%
20195.93%1.91%1.20%2.06%
2018-0.08%0.25%0.66%-4.04%
20173.88%2.93%0.88%3.02%
20162.28%0.67%1.26%0.51%
20150.76%1.01%-4.29%2.48%
20141.75%3.78%-1.97%-0.36%
20132.49%-1.48%6.09%3.10%
20124.34%-2.41%6.15%3.68%
20114.84%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month61
3-month34
1-year92
3-year56
5-year81

Load adjusted returns

1-year-0.85%
3-year-0.84%
5-year2.13%
10-year2.80%