EIXIX vs. CLPAX
Compare and contrast key facts about Catalyst Enhanced Income Strategy Fund (EIXIX) and Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX).
EIXIX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2018. CLPAX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2013.
Performance
EIXIX vs. CLPAX - Performance Comparison
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EIXIX vs. CLPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | 0.10% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | -7.05% | 12.32% | 11.42% | 35.92% | -30.54% | 13.11% | 5.25% | 17.20% |
Returns By Period
In the year-to-date period, EIXIX achieves a 0.10% return, which is significantly higher than CLPAX's -7.05% return.
EIXIX
- 1D
- 0.99%
- 1M
- -2.20%
- YTD
- 0.10%
- 6M
- -5.91%
- 1Y
- -9.88%
- 3Y*
- -3.22%
- 5Y*
- -2.95%
- 10Y*
- —
CLPAX
- 1D
- -0.56%
- 1M
- -5.79%
- YTD
- -7.05%
- 6M
- -6.80%
- 1Y
- 14.47%
- 3Y*
- 11.10%
- 5Y*
- 4.94%
- 10Y*
- 5.33%
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EIXIX vs. CLPAX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is lower than CLPAX's 1.74% expense ratio.
Return for Risk
EIXIX vs. CLPAX — Risk / Return Rank
EIXIX
CLPAX
EIXIX vs. CLPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX). 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.
| EIXIX | CLPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.34 | 0.87 | -2.21 |
Sortino ratioReturn per unit of downside risk | -1.74 | 1.36 | -3.10 |
Omega ratioGain probability vs. loss probability | 0.79 | 1.18 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | -0.73 | 0.96 | -1.70 |
Martin ratioReturn relative to average drawdown | -1.20 | 2.91 | -4.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EIXIX | CLPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.34 | 0.87 | -2.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.71 | 0.32 | -1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.34 | -0.11 |
Correlation
The correlation between EIXIX and CLPAX is 0.07, 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.
Dividends
EIXIX vs. CLPAX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 6.87%, less than CLPAX's 9.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | 6.87% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | 9.79% | 9.10% | 0.00% | 0.00% | 2.68% | 0.32% | 0.49% | 5.41% | 0.30% | 0.02% | 0.00% | 17.26% |
Drawdowns
EIXIX vs. CLPAX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -17.60%, smaller than the maximum CLPAX drawdown of -32.47%. Use the drawdown chart below to compare losses from any high point for EIXIX and CLPAX.
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Drawdown Indicators
| EIXIX | CLPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.60% | -32.47% | +14.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -12.87% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -17.60% | -32.47% | +14.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.47% | — |
Current DrawdownCurrent decline from peak | -16.42% | -12.87% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -8.16% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 4.26% | +3.38% |
Volatility
EIXIX vs. CLPAX - Volatility Comparison
The current volatility for Catalyst Enhanced Income Strategy Fund (EIXIX) is 2.81%, while Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) has a volatility of 3.18%. This indicates that EIXIX experiences smaller price fluctuations and is considered to be less risky than CLPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIXIX | CLPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 3.18% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 4.99% | 9.87% | -4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.34% | 16.59% | -9.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.15% | 15.63% | -11.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 14.38% | -9.76% |