CLPAX vs. ROM

In the year-to-date period, CLPAX achieves a 1.68% return, which is significantly higher than ROM's -4.38% return. Over the past 10 years, CLPAX has underperformed ROM with an annualized return of 3.50%, while ROM has yielded a comparatively higher 29.39% annualized return.

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CLPAX has a 1.74% expense ratio, which is higher than ROM's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and ProShares Ultra Technology (ROM). 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.

The current CLPAX Sharpe Ratio is 0.59, which is higher than the ROM Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of CLPAX and ROM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CLPAX has not paid dividends to shareholders, while ROM's dividend yield for the trailing twelve months is around 0.23%.

The maximum CLPAX drawdown since its inception was -32.47%, smaller than the maximum ROM drawdown of -83.36%. Use the drawdown chart below to compare losses from any high point for CLPAX and ROM.

The current volatility for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) is 4.78%, while ProShares Ultra Technology (ROM) has a volatility of 12.50%. This indicates that CLPAX experiences smaller price fluctuations and is considered to be less risky than ROM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.