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Catalyst Dynamic Alpha A (CPEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.90+0.12 (+0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.02%
5-year average return9.88%
Number of years up10
Number of years down2
Best 1-yr total return (2 Jul 2024)36.87%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.87%
Worst 3-yr total return4.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPEAXCategory
YTD14.95%12.38%
1-month-0.84%5.09%
3-month-1.25%10.28%
1-year17.99%41.70%
3-year8.63%22.56%
5-year10.20%21.98%
10-year10.81%15.99%
Last bull market35.26%25.99%
Last bear market-14.02%-17.29%

Annual total return (%) history

Year
CPEAXCategory
2024
N/AN/A
2023
13.44%N/A
2022
-14.87%N/A
2021
19.81%N/A
2020
21.00%35.86%
2019
11.14%31.90%
2018
-4.06%-2.09%
2017
26.87%27.67%
2016
7.85%3.23%
2015
6.71%3.60%
2014
21.93%10.00%
2013
36.87%33.92%
2012
12.62%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.41%-1.25%N/AN/A
20231.54%8.84%-7.27%10.70%
2022-6.12%-14.02%-1.95%7.56%
20210.04%3.70%1.22%14.10%
2020-18.00%26.91%3.47%12.37%
201910.95%-0.81%-4.72%5.99%
2018-0.59%3.07%10.62%-15.35%
20175.98%4.58%5.70%8.30%
2016-5.36%6.37%4.59%2.43%
20156.92%-1.80%-6.59%8.80%
20145.53%3.70%4.02%7.11%
20138.65%1.72%7.66%15.03%
20128.62%-1.48%3.93%1.25%

Rank in category (by total return)

YTD70
1-month100
3-month95
1-year91
3-year35
5-year93

Load adjusted returns

1-year11.21%
3-year6.51%
5-year8.90%
10-year10.16%