Catalyst Insider Buying Fund (INSAX)
The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies, including real estate investment trusts ("REITs"). It purchases positions in stocks that are experiencing insider buying by corporate executives, directors, large shareholders or activist shareholders. The fund may invest in companies of any market capitalization, including smaller-sized companies, but the adviser intends to emphasize larger capitalization stocks.
Fund Info
US62827L4923
62827L492
Jul 29, 2011
$2,500
Large-Cap
Growth
Expense Ratio
INSAX has a high expense ratio of 1.53%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Catalyst Insider Buying Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Catalyst Insider Buying Fund had a return of -3.82% year-to-date (YTD) and 18.28% in the last 12 months. Over the past 10 years, Catalyst Insider Buying Fund had an annualized return of 3.15%, while the S&P 500 had an annualized return of 11.24%, indicating that Catalyst Insider Buying Fund did not perform as well as the benchmark.
INSAX
-3.82%
-8.21%
-5.81%
18.28%
-1.17%
3.15%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of INSAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 2020 | 4.44% | -7.47% | -19.15% | 6.63% | 3.61% | 5.72% | 9.36% | 4.55% | -2.79% | -3.55% | 9.79% | 6.48% | 14.36% |
| 2019 | 7.89% | 6.29% | 2.93% | 3.58% | -7.55% | 4.33% | 2.39% | -3.09% | -4.34% | 1.75% | 8.27% | 0.50% | 23.91% |
| 2018 | 8.91% | -1.42% | -0.11% | -0.66% | 4.52% | -1.17% | 1.89% | 8.05% | -0.34% | -11.17% | -1.00% | -8.56% | -2.91% |
| 2017 | 0.90% | 4.61% | -0.92% | 1.06% | 1.91% | -0.26% | 1.29% | 0.13% | 0.51% | 2.47% | 2.85% | 1.38% | 17.03% |
| 2016 | -6.71% | -0.77% | 4.06% | -1.80% | 1.22% | 0.15% | 3.84% | -1.45% | -1.25% | -1.56% | 5.83% | 2.93% | 3.90% |
| 2015 | -2.25% | 6.16% | -4.02% | 3.65% | -0.90% | -2.84% | 2.26% | -7.48% | -4.64% | 4.06% | -0.57% | -1.28% | -8.40% |
| 2014 | -2.64% | 6.07% | 0.94% | 1.73% | 1.38% | 2.52% | -0.88% | 4.07% | -5.56% | 1.17% | 1.28% | -0.58% | 9.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INSAX is 61, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Catalyst Insider Buying Fund (INSAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Catalyst Insider Buying Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% |
Monthly Dividends
The table displays the monthly dividend distributions for Catalyst Insider Buying Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.05 | $0.05 |
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.
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. The portfolio has not yet recovered.
The current Catalyst Insider Buying Fund drawdown is 22.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.24% | Feb 16, 2021 | 338 | Jun 16, 2022 | — | — | — |
| -32.53% | Feb 20, 2020 | 16 | Mar 12, 2020 | 194 | Dec 16, 2020 | 210 |
| -25.76% | Sep 17, 2018 | 69 | Dec 24, 2018 | 262 | Jan 9, 2020 | 331 |
| -24.44% | Feb 25, 2015 | 244 | Feb 11, 2016 | 414 | Oct 5, 2017 | 658 |
| -12.9% | Mar 27, 2012 | 48 | Jun 4, 2012 | 67 | Sep 7, 2012 | 115 |
Volatility
Volatility Chart
The current Catalyst Insider Buying Fund volatility is 6.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.