CLPAX vs. WFSPX

In the year-to-date period, CLPAX achieves a 8.44% return, which is significantly lower than WFSPX's 24.43% return. Over the past 10 years, CLPAX has underperformed WFSPX with an annualized return of 0.88%, while WFSPX has yielded a comparatively higher 12.82% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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

This table presents a comparison of risk-adjusted performance metrics for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and iShares S&P 500 Index Fund (WFSPX). 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 1.08, which is lower than the WFSPX Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of CLPAX and WFSPX, 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 WFSPX's dividend yield for the trailing twelve months is around 1.22%.

The maximum CLPAX drawdown since its inception was -36.85%, smaller than the maximum WFSPX drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for CLPAX and WFSPX. For additional features, visit the drawdowns tool.

Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and iShares S&P 500 Index Fund (WFSPX) have volatilities of 4.25% 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.