CLPAX vs. VOO

In the year-to-date period, CLPAX achieves a 1.15% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, CLPAX has underperformed VOO with an annualized return of 3.43%, while VOO has yielded a comparatively higher 12.81% annualized return.

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CLPAX has a 1.74% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and Vanguard S&P 500 ETF (VOO). 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 0.53, which is comparable to the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of CLPAX and VOO, 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 VOO's dividend yield for the trailing twelve months is around 1.29%.

The maximum CLPAX drawdown since its inception was -32.47%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CLPAX and VOO.

Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.78% and 4.84%, 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.