- ISIN
- US62827L4923
- CUSIP
- 62827L492
- Issuer
- Catalyst Mutual Funds
- Inception Date
- Jul 29, 2011
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,500
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
INSAX Performance Chart
Catalyst Insider Buying Fund (INSAX) is up 8.2% since the beginning of the year. INSAX is currently trading at $26 per share. Investors who bought $1,000 worth of INSAX shares 5 years ago would now be looking at an investment worth $1,095.
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Compare this symbol against anything
Returns By Period
Catalyst Insider Buying Fund (INSAX) has returned 8.16% so far this year and 7.63% over the past 12 months. Over the last ten years, INSAX has returned 6.60% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Catalyst Insider Buying Fund
- 1D
- 0.54%
- 1M
- -6.42%
- 6M
- 26.50%
- YTD
- 8.16%
- 1Y
- 7.63%
- 3Y*
- 20.13%
- 5Y*
- 1.83%
- 10Y*
- 6.60%
- ALL TIME*
- 7.13%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
INSAX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2012, INSAX's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2023 with a return of +19.2%, while the worst month was Apr 2022 at -20.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.
On a daily basis, INSAX closed higher 53% of trading days. The best single day was Feb 2, 2026 with a return of +12.3%, while the worst single day was Mar 12, 2020 at -10.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -14.50% | 11.82% | -8.19% | 13.78% | 14.56% | 2.57% | -7.84% | 8.16% | |||||
| 2025 | 4.88% | -5.10% | -2.40% | 2.17% | 7.37% | 5.07% | 4.27% | 2.21% | 3.00% | -1.09% | -5.07% | -0.00% | 15.39% |
| 2024 | 2.01% | 18.22% | 5.55% | -7.35% | 2.76% | 2.05% | -0.86% | 1.45% | 0.33% | -0.90% | 5.94% | -5.47% | 23.86% |
| 2023 | 8.64% | 7.88% | -5.05% | 3.29% | -6.70% | 9.00% | 0.27% | -3.52% | -1.10% | -5.71% | 19.19% | 4.58% | 31.44% |
| 2022 | -8.65% | -7.63% | -2.80% | -20.58% | -3.38% | -5.66% | 16.86% | 4.00% | -12.27% | 4.22% | 12.47% | -9.25% | -32.65% |
| 2021 | 0.56% | -0.77% | -6.79% | 5.34% | -3.26% | 9.65% | -0.96% | 0.38% | -8.44% | 5.57% | -11.45% | -6.88% | -17.65% |
Benchmark Metrics
Catalyst Insider Buying Fund has an annualized alpha of -3.99%, beta of 1.01, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since January 03, 2012.
- This fund participated in 114.42% of S&P 500 Index downside but only 87.21% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -3.99% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.01 and R2 of 0.52, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -3.99%
- Beta
- 1.01
- R²
- 0.52
- Upside Capture
- 87.21%
- Downside Capture
- 114.42%
Expense Ratio
INSAX has a high expense ratio of 1.53%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
INSAX ranks 7 for risk / return — above 7% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Catalyst Insider Buying Fund (INSAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INSAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.25 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 2.00 | -1.75 |
| Martin ratioReturn relative to average drawdown | 0.63 | 8.49 | -7.86 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Catalyst Insider Buying 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 Insider Buying Fund was 59.24%, occurring on Jun 16, 2022. Recovery took 811 trading sessions.
The current Catalyst Insider Buying Fund drawdown is 8.74%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-59.24%Jun 2022 | 1y 4mo | 3y 2mo | 4y 6moFeb 2021 - Sep 2025 | Bear market2022 |
-32.53%Mar 2020 | 21d | 9mo 9d | 10moFeb 2020 - Dec 2020 | COVID crash2020 |
-25.76%Dec 2018 | 3mo 8d | 1y 16d | 1y 3moSep 2018 - Jan 2020 | Rate-hike selloffLate 2018 |
-24.44%Feb 2016 | 11mo 21d | 1y 7mo | 2y 7moFeb 2015 - Oct 2017 | — |
-23.44%Mar 2026 | 5mo 25d | 1mo 27d | 7mo 22dOct 2025 - May 2026 | — |
Drawdown Indicators
| INSAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.24% | -56.78% | -2.46% |
Max Drawdown (1Y)Largest decline over 1 year | -23.44% | -9.10% | -14.34% |
Max Drawdown (3Y)Largest decline over 3 years | -23.44% | -18.90% | -4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -56.73% | -25.43% | -31.30% |
Max Drawdown (10Y)Largest decline over 10 years | -59.24% | -33.92% | -25.32% |
Current DrawdownCurrent decline from peak | -8.74% | -1.58% | -7.16% |
Average DrawdownAverage peak-to-trough decline | -13.72% | -10.70% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.58% | 2.14% | +7.44% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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