EIXIX vs. ATRFX
EIXIX (Catalyst Enhanced Income Strategy Fund) and ATRFX (Catalyst Systematic Alpha Class I) are both mutual funds - EIXIX is a Nontraditional Bonds fund managed by Catalyst Mutual Funds, while ATRFX is a Multistrategy fund managed by Catalyst Mutual Funds. Over the past 5 years, EIXIX returned -4.70%/yr vs 3.09%/yr for ATRFX. Their 0.08 correlation means their historical movements had little consistent relationship. EIXIX charges 1.50%/yr vs 1.77%/yr for ATRFX.
Performance
EIXIX vs. ATRFX - Performance Comparison
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Returns By Period
In the year-to-date period, EIXIX achieves a -7.35% return, which is significantly lower than ATRFX's -2.88% return.
EIXIX
- 1D
- -0.21%
- 1M
- 1.41%
- 6M
- -6.65%
- YTD
- -7.35%
- 1Y
- -13.47%
- 3Y*
- -5.49%
- 5Y*
- -4.70%
- 10Y*
- —
- ALL TIME*
- -0.01%
ATRFX
- 1D
- 0.87%
- 1M
- -2.15%
- 6M
- 2.30%
- YTD
- -2.88%
- 1Y
- 9.45%
- 3Y*
- -1.32%
- 5Y*
- 3.09%
- 10Y*
- 5.35%
- ALL TIME*
- 4.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EIXIX vs. ATRFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -7.35% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
ATRFX Catalyst Systematic Alpha Class I | -2.88% | 2.81% | -4.14% | 24.60% | -4.33% | 25.70% | 15.32% | 27.91% |
Correlation
The correlation between EIXIX and ATRFX is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.05 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.08 |
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Return for Risk
EIXIX vs. ATRFX — Risk / Return Rank
EIXIX
ATRFX
EIXIX vs. ATRFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and Catalyst Systematic Alpha Class I (ATRFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EIXIX | ATRFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.76 | ||
| Omega ratioGain probability vs. loss probability | 0.74 | 1.09 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 0.37 | -1.12 |
| Martin ratioReturn relative to average drawdown | -1.52 | 1.06 | -2.58 |
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Drawdowns
EIXIX vs. ATRFX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -24.46%, smaller than the maximum ATRFX drawdown of -35.17%. Use the drawdown chart below to compare losses from any high point for EIXIX and ATRFX.
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Drawdown Indicators
| EIXIX | ATRFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -35.17% | +10.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.22% | -22.53% | +6.31% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -35.17% | +15.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -35.17% | +10.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.17% | — |
Current DrawdownCurrent decline from peak | -22.64% | -17.16% | -5.48% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -8.85% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.04% | 7.84% | +0.20% |
Volatility
EIXIX vs. ATRFX - Volatility Comparison
The current volatility for Catalyst Enhanced Income Strategy Fund (EIXIX) is 3.73%, while Catalyst Systematic Alpha Class I (ATRFX) has a volatility of 4.49%. This indicates that EIXIX experiences smaller price fluctuations and is considered to be less risky than ATRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIXIX | ATRFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 4.49% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 6.69% | 17.52% | -10.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.99% | 21.45% | -13.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.88% | 17.32% | -12.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 15.69% | -10.71% |
EIXIX vs. ATRFX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is lower than ATRFX's 1.77% expense ratio.
Dividends
EIXIX vs. ATRFX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 3.99%, more than ATRFX's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATRFX Catalyst Systematic Alpha Class I | 0.36% | 0.65% | 11.89% | 1.87% | 4.98% | 5.43% | 20.92% | 1.60% | 1.37% | 0.00% | 0.91% | 1.02% |
EIXIX Catalyst Enhanced Income Strategy Fund | 3.99% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EIXIX and ATRFX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ATRFX has higher volatility (4.49%) compared to EIXIX (3.73%). In terms of maximum drawdown, EIXIX dropped -24.46% vs ATRFX's -35.17%.
ATRFX currently has the higher Sharpe Ratio (0.39 vs -1.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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