CAXAX vs. FGIAX
Compare and contrast key facts about Catalyst/MAP Global Equity Fund (CAXAX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
CAXAX is managed by Catalyst Mutual Funds. It was launched on Jul 28, 2011. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
CAXAX vs. FGIAX - Performance Comparison
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CAXAX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAXAX Catalyst/MAP Global Equity Fund | 2.89% | 22.46% | 7.62% | 10.71% | -11.04% | 16.54% | 5.48% | 18.84% | -3.19% | 17.11% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, CAXAX achieves a 2.89% return, which is significantly lower than FGIAX's 9.53% return. Both investments have delivered pretty close results over the past 10 years, with CAXAX having a 9.07% annualized return and FGIAX not far behind at 8.70%.
CAXAX
- 1D
- -0.05%
- 1M
- -8.12%
- YTD
- 2.89%
- 6M
- 5.51%
- 1Y
- 21.04%
- 3Y*
- 12.01%
- 5Y*
- 7.67%
- 10Y*
- 9.07%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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CAXAX vs. FGIAX - Expense Ratio Comparison
Both CAXAX and FGIAX have an expense ratio of 1.21%.
Return for Risk
CAXAX vs. FGIAX — Risk / Return Rank
CAXAX
FGIAX
CAXAX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/MAP Global Equity Fund (CAXAX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| CAXAX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.75 | -0.06 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.26 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.35 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.61 | -0.41 |
Martin ratioReturn relative to average drawdown | 9.34 | 12.12 | -2.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAXAX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.75 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.80 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.58 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.42 | +0.23 |
Correlation
The correlation between CAXAX and FGIAX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CAXAX vs. FGIAX - Dividend Comparison
CAXAX's dividend yield for the trailing twelve months is around 6.35%, less than FGIAX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAXAX Catalyst/MAP Global Equity Fund | 6.35% | 6.53% | 8.29% | 2.38% | 0.00% | 1.75% | 1.78% | 4.67% | 9.90% | 2.88% | 1.57% | 1.18% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
CAXAX vs. FGIAX - Drawdown Comparison
The maximum CAXAX drawdown since its inception was -32.50%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for CAXAX and FGIAX.
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Drawdown Indicators
| CAXAX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.50% | -49.35% | +16.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.26% | -8.29% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -22.76% | -21.08% | -1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -32.50% | -38.02% | +5.52% |
Current DrawdownCurrent decline from peak | -8.12% | -3.78% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -7.22% | +3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 1.78% | +0.40% |
Volatility
CAXAX vs. FGIAX - Volatility Comparison
Catalyst/MAP Global Equity Fund (CAXAX) and Nuveen Global Infrastructure Fund Class A (FGIAX) have volatilities of 4.03% and 4.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAXAX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 4.05% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | 7.09% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 12.28% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.31% | 13.08% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.83% | 15.17% | -1.34% |