EIXIX vs. BYDDY
Compare and contrast key facts about Catalyst Enhanced Income Strategy Fund (EIXIX) and BYD Co Ltd ADR (BYDDY).
EIXIX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIXIX or BYDDY.
Key characteristics
| EIXIX | BYDDY | |
|---|---|---|
| YTD Return | -0.47% | 11.61% |
| 1Y Return | -1.80% | -6.26% |
| 3Y Return (Ann) | -2.68% | 1.68% |
| 5Y Return (Ann) | 0.79% | 38.89% |
| Sharpe Ratio | -0.69 | -0.28 |
| Daily Std Dev | 3.07% | 33.44% |
| Max Drawdown | -13.76% | -87.26% |
| Current Drawdown | -9.60% | -27.06% |
Correlation
The correlation between EIXIX and BYDDY is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EIXIX vs. BYDDY - Performance Comparison
In the year-to-date period, EIXIX achieves a -0.47% return, which is significantly lower than BYDDY's 11.61% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EIXIX vs. BYDDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and BYD Co Ltd ADR (BYDDY). 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.
Dividends
EIXIX vs. BYDDY - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 9.45%, more than BYDDY's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | 9.45% | 8.57% | 6.69% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BYDDY BYD Co Ltd ADR | 1.42% | 0.59% | 0.06% | 0.07% | 0.03% | 0.59% | 0.34% | 0.30% | 1.03% | 0.00% | 0.21% |
Drawdowns
EIXIX vs. BYDDY - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -13.76%, smaller than the maximum BYDDY drawdown of -87.26%. Use the drawdown chart below to compare losses from any high point for EIXIX and BYDDY. For additional features, visit the drawdowns tool.
Volatility
EIXIX vs. BYDDY - Volatility Comparison
The current volatility for Catalyst Enhanced Income Strategy Fund (EIXIX) is 1.03%, while BYD Co Ltd ADR (BYDDY) has a volatility of 9.59%. This indicates that EIXIX experiences smaller price fluctuations and is considered to be less risky than BYDDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.