ATRFX vs. SCSPX
Compare and contrast key facts about Catalyst Systematic Alpha Class I (ATRFX) and Sterling Capital Quality Income Fund (SCSPX).
ATRFX is managed by Catalyst Mutual Funds. It was launched on Jul 31, 2014. SCSPX is managed by Sterling Capital. It was launched on Jun 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATRFX or SCSPX.
Correlation
The correlation between ATRFX and SCSPX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ATRFX vs. SCSPX - Performance Comparison
Key characteristics
ATRFX:
-1.16
SCSPX:
1.41
ATRFX:
-1.46
SCSPX:
2.10
ATRFX:
0.78
SCSPX:
1.25
ATRFX:
-0.71
SCSPX:
0.81
ATRFX:
-1.62
SCSPX:
3.91
ATRFX:
15.52%
SCSPX:
1.73%
ATRFX:
21.65%
SCSPX:
4.80%
ATRFX:
-35.09%
SCSPX:
-13.41%
ATRFX:
-29.75%
SCSPX:
-1.62%
Returns By Period
In the year-to-date period, ATRFX achieves a -15.32% return, which is significantly lower than SCSPX's 2.03% return. Over the past 10 years, ATRFX has outperformed SCSPX with an annualized return of 3.77%, while SCSPX has yielded a comparatively lower 1.71% annualized return.
ATRFX
-15.32%
-8.03%
-18.71%
-26.52%
8.25%
3.77%
SCSPX
2.03%
0.22%
1.88%
7.14%
0.33%
1.71%
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ATRFX vs. SCSPX - Expense Ratio Comparison
ATRFX has a 1.77% expense ratio, which is higher than SCSPX's 0.58% expense ratio.
Risk-Adjusted Performance
ATRFX vs. SCSPX — Risk-Adjusted Performance Rank
ATRFX
SCSPX
ATRFX vs. SCSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Systematic Alpha Class I (ATRFX) and Sterling Capital Quality Income Fund (SCSPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ATRFX vs. SCSPX - Dividend Comparison
ATRFX's dividend yield for the trailing twelve months is around 13.80%, more than SCSPX's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATRFX Catalyst Systematic Alpha Class I | 13.80% | 11.90% | 1.87% | 4.98% | 5.43% | 20.92% | 3.04% | 1.38% | 0.00% | 0.91% | 0.74% | 0.59% |
SCSPX Sterling Capital Quality Income Fund | 3.37% | 3.60% | 3.09% | 2.36% | 2.05% | 2.52% | 3.01% | 3.20% | 2.76% | 2.67% | 2.71% | 3.01% |
Drawdowns
ATRFX vs. SCSPX - Drawdown Comparison
The maximum ATRFX drawdown since its inception was -35.09%, which is greater than SCSPX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for ATRFX and SCSPX. For additional features, visit the drawdowns tool.
Volatility
ATRFX vs. SCSPX - Volatility Comparison
Catalyst Systematic Alpha Class I (ATRFX) has a higher volatility of 12.09% compared to Sterling Capital Quality Income Fund (SCSPX) at 1.88%. This indicates that ATRFX's price experiences larger fluctuations and is considered to be riskier than SCSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.