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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.
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Returns By Period
Catalyst Insider Buying Fund (INSAX) has returned -15.16% so far this year and 0.79% over the past 12 months. Over the last ten years, INSAX has returned 4.30% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Catalyst Insider Buying Fund
- 1D
- -1.01%
- 1M
- -11.27%
- YTD
- -15.16%
- 6M
- -20.34%
- 1Y
- 0.79%
- 3Y*
- 12.72%
- 5Y*
- -1.01%
- 10Y*
- 4.30%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 3, 2012, INSAX's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, your investment would double in approximately 9.3 years.
Historically, 58% of months were positive and 42% 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 52% 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% | -11.27% | -15.16% | |||||||||
| 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 -4.51%, beta of 1.00, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since January 04, 2012.
- This fund participated in 113.01% of S&P 500 Index downside but only 83.50% of its upside — more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -4.51% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 1.00 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
- -4.51%
- Beta
- 1.00
- R²
- 0.52
- Upside Capture
- 83.50%
- Downside Capture
- 113.01%
Expense Ratio
INSAX has a high expense ratio of 1.53%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
INSAX ranks 5 for risk / return — in the bottom 5% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Catalyst Insider Buying Fund (INSAX) and compare them to a chosen benchmark (S&P 500 Index).
| INSAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.02 | 0.90 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.24 | 1.39 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.21 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.07 | 1.40 | -1.47 |
Martin ratioReturn relative to average drawdown | -0.20 | 6.61 | -6.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore INSAX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 23.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.24% | Feb 16, 2021 | 338 | Jun 16, 2022 | 811 | Sep 11, 2025 | 1149 |
| -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 | 416 | Oct 5, 2017 | 660 |
| -23.44% | Oct 6, 2025 | 121 | Mar 30, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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