EIXIX vs. TRXAX
EIXIX (Catalyst Enhanced Income Strategy Fund) and TRXAX (Catalyst/MAP Global Balanced Fund) are both mutual funds - EIXIX is a Nontraditional Bonds fund managed by Catalyst Mutual Funds, while TRXAX is a Global Allocation fund managed by Catalyst Mutual Funds. Over the past 5 years, EIXIX returned -4.85%/yr vs 5.24%/yr for TRXAX. Their 0.16 correlation means their historical movements had little consistent relationship. EIXIX charges 1.50%/yr vs 1.22%/yr for TRXAX.
Performance
EIXIX vs. TRXAX - Performance Comparison
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Returns By Period
In the year-to-date period, EIXIX achieves a -8.09% return, which is significantly lower than TRXAX's 5.87% return.
EIXIX
- 1D
- -0.81%
- 1M
- 0.60%
- 6M
- -7.27%
- YTD
- -8.09%
- 1Y
- -14.17%
- 3Y*
- -5.71%
- 5Y*
- -4.85%
- 10Y*
- —
- ALL TIME*
- -0.12%
TRXAX
- 1D
- -0.07%
- 1M
- -0.74%
- 6M
- 1.41%
- YTD
- 5.87%
- 1Y
- 12.15%
- 3Y*
- 9.05%
- 5Y*
- 5.24%
- 10Y*
- 5.62%
- ALL TIME*
- 5.61%
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. TRXAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -8.09% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
TRXAX Catalyst/MAP Global Balanced Fund | 5.87% | 16.16% | 4.67% | 5.23% | -7.44% | 9.65% | 3.62% | 10.29% |
Correlation
The correlation between EIXIX and TRXAX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.16 |
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Return for Risk
EIXIX vs. TRXAX — Risk / Return Rank
EIXIX
TRXAX
EIXIX vs. TRXAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and Catalyst/MAP Global Balanced Fund (TRXAX). 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 | TRXAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.52 | ||
| Sortino ratioReturn per unit of downside risk | -4.92 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.35 | -0.62 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 2.20 | -3.00 |
| Martin ratioReturn relative to average drawdown | -1.61 | 7.00 | -8.61 |
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Drawdowns
EIXIX vs. TRXAX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -24.46%, which is greater than TRXAX's maximum drawdown of -20.50%. Use the drawdown chart below to compare losses from any high point for EIXIX and TRXAX.
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Drawdown Indicators
| EIXIX | TRXAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -20.50% | -3.96% |
Max Drawdown (1Y)Largest decline over 1 year | -16.22% | -5.60% | -10.62% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -6.04% | -13.91% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -16.03% | -8.43% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.50% | — |
Current DrawdownCurrent decline from peak | -23.26% | -1.83% | -21.43% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -2.65% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.10% | 1.75% | +6.35% |
Volatility
EIXIX vs. TRXAX - Volatility Comparison
Catalyst Enhanced Income Strategy Fund (EIXIX) has a higher volatility of 3.79% compared to Catalyst/MAP Global Balanced Fund (TRXAX) at 1.80%. This indicates that EIXIX's price experiences larger fluctuations and is considered to be riskier than TRXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIXIX | TRXAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 1.80% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 6.72% | 5.28% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.02% | 6.53% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 7.86% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.99% | 8.20% | -3.21% |
EIXIX vs. TRXAX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is higher than TRXAX's 1.22% expense ratio.
Dividends
EIXIX vs. TRXAX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 4.02%, more than TRXAX's 2.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | 4.02% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRXAX Catalyst/MAP Global Balanced Fund | 2.15% | 2.45% | 4.93% | 5.12% | 0.83% | 6.76% | 1.91% | 2.66% | 8.34% | 3.46% | 3.55% | 1.59% |
Frequently Asked Questions
EIXIX and TRXAX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (3.79%) compared to TRXAX (1.80%). In terms of maximum drawdown, EIXIX dropped -24.46% vs TRXAX's -20.50%.
TRXAX currently has the higher Sharpe Ratio (1.89 vs -1.63), 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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