Catalyst/MAP Global Equity Fund (CAXAX)

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The chart shows the growth of an initial investment of $10,000 in Catalyst/MAP Global Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Catalyst/MAP Global Equity Fund (CAXAX) has returned 2.89% so far this year and 21.04% over the past 12 months. Over the last ten years, CAXAX has returned 9.07% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 29, 2011, CAXAX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, your investment would double in approximately 7.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +10.4%, while the worst month was Mar 2020 at -12.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CAXAX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +6.4%, while the worst single day was Mar 16, 2020 at -9.7%.

Catalyst/MAP Global Equity Fund has an annualized alpha of 0.84%, beta of 0.66, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since August 02, 2011.

• This fund participated in 81.09% of S&P 500 Index downside but only 72.77% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.66 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

CAXAX has a high expense ratio of 1.21%, indicating above-average management fees.

CAXAX ranks 86 for risk / return — in the top 86% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Catalyst/MAP Global Equity Fund (CAXAX) and compare them to a chosen benchmark (S&P 500 Index).

Catalyst/MAP Global Equity Fund provided a 6.35% dividend yield over the last twelve months, with an annual payout of $1.26 per share.

The table displays the monthly dividend distributions for Catalyst/MAP Global Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Catalyst/MAP Global Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Catalyst/MAP Global Equity Fund was 32.50%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.

The current Catalyst/MAP Global Equity Fund drawdown is 8.12%.

The chart below shows the rolling one-month volatility.