IIXIX vs. MLXIX
IIXIX (Catalyst Insider Income Fund) and MLXIX (Catalyst Energy Infrastructure Fund) are both mutual funds - IIXIX is a Short-Term Bond fund managed by Catalyst Mutual Funds, while MLXIX is a Energy Equities fund managed by Catalyst Mutual Funds. Over the past 10 years, IIXIX returned 3.41%/yr vs 10.77%/yr for MLXIX. At a 0.23 correlation, their price movements are largely independent. IIXIX charges 0.75%/yr vs 1.43%/yr for MLXIX.
Performance
IIXIX vs. MLXIX - Performance Comparison
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Returns By Period
In the year-to-date period, IIXIX achieves a 1.05% return, which is significantly lower than MLXIX's 25.74% return. Over the past 10 years, IIXIX has underperformed MLXIX with an annualized return of 3.41%, while MLXIX has yielded a comparatively higher 10.77% annualized return.
IIXIX
- 1D
- 0.00%
- 1M
- 0.26%
- YTD
- 1.05%
- 6M
- 1.62%
- 1Y
- 4.10%
- 3Y*
- 6.09%
- 5Y*
- 2.51%
- 10Y*
- 3.41%
MLXIX
- 1D
- -0.66%
- 1M
- -8.48%
- YTD
- 25.74%
- 6M
- 27.15%
- 1Y
- 14.38%
- 3Y*
- 21.35%
- 5Y*
- 19.56%
- 10Y*
- 10.77%
IIXIX vs. MLXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIXIX Catalyst Insider Income Fund | 1.05% | 5.51% | 7.10% | 8.24% | -8.92% | 1.79% | 6.60% | 5.69% | 3.20% | 2.13% |
MLXIX Catalyst Energy Infrastructure Fund | 25.74% | -8.56% | 45.26% | 15.34% | 27.02% | 42.04% | -20.02% | 12.05% | -18.48% | -13.83% |
Correlation
The correlation between IIXIX and MLXIX is -0.22, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Dec 24, 2014 | 0.23 |
The correlation between IIXIX and MLXIX shifts across timeframes, from -0.22 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IIXIX vs. MLXIX — Risk / Return Rank
IIXIX
MLXIX
IIXIX vs. MLXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Insider Income Fund (IIXIX) and Catalyst Energy Infrastructure Fund (MLXIX). 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.
| IIXIX | MLXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.30 | ||
| Sortino ratioReturn per unit of downside risk | +2.93 | ||
| Omega ratioGain probability vs. loss probability | 1.66 | 1.13 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 3.82 | 0.99 | +2.83 |
| Martin ratioReturn relative to average drawdown | 16.53 | 1.91 | +14.62 |
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Drawdowns
IIXIX vs. MLXIX - Drawdown Comparison
The maximum IIXIX drawdown since its inception was -11.43%, smaller than the maximum MLXIX drawdown of -76.78%. Use the drawdown chart below to compare losses from any high point for IIXIX and MLXIX.
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Drawdown Indicators
| IIXIX | MLXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.43% | -76.78% | +65.35% |
Max Drawdown (1Y)Largest decline over 1 year | -1.08% | -15.44% | +14.36% |
Max Drawdown (3Y)Largest decline over 3 years | -1.76% | -22.14% | +20.38% |
Max Drawdown (5Y)Largest decline over 5 years | -11.27% | -22.14% | +10.87% |
Max Drawdown (10Y)Largest decline over 10 years | -11.43% | -72.63% | +61.20% |
Current DrawdownCurrent decline from peak | -0.11% | -9.87% | +9.76% |
Average DrawdownAverage peak-to-trough decline | -1.84% | -23.13% | +21.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 7.93% | -7.68% |
Volatility
IIXIX vs. MLXIX - Volatility Comparison
The current volatility for Catalyst Insider Income Fund (IIXIX) is 0.56%, while Catalyst Energy Infrastructure Fund (MLXIX) has a volatility of 7.16%. This indicates that IIXIX experiences smaller price fluctuations and is considered to be less risky than MLXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IIXIX | MLXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.56% | 7.16% | -6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 1.51% | 16.43% | -14.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.01% | 20.42% | -18.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.41% | 22.50% | -19.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.51% | 28.14% | -24.63% |
IIXIX vs. MLXIX - Expense Ratio Comparison
IIXIX has a 0.75% expense ratio, which is lower than MLXIX's 1.43% expense ratio.
Dividends
IIXIX vs. MLXIX - Dividend Comparison
IIXIX's dividend yield for the trailing twelve months is around 4.68%, less than MLXIX's 7.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIXIX Catalyst Insider Income Fund | 4.68% | 4.70% | 4.05% | 4.10% | 3.17% | 2.40% | 3.50% | 2.99% | 2.41% | 2.33% | 2.20% | 2.22% |
MLXIX Catalyst Energy Infrastructure Fund | 7.09% | 8.26% | 5.02% | 6.67% | 7.15% | 8.26% | 14.52% | 15.93% | 15.62% | 11.37% | 8.76% | 11.47% |
Frequently Asked Questions
IIXIX and MLXIX have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MLXIX has higher volatility (7.16%) compared to IIXIX (0.56%). In terms of maximum drawdown, IIXIX dropped -11.43% vs MLXIX's -76.78%.
IIXIX currently has the higher Sharpe Ratio (2.05 vs 0.74), 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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