INSAX vs. IIXIX

Last updated Jun 5, 2026

INSAX (Catalyst Insider Buying Fund) and IIXIX (Catalyst Insider Income Fund) are both mutual funds - INSAX is a Large Cap Growth Equities fund managed by Catalyst Mutual Funds, while IIXIX is a Short-Term Bond fund managed by Catalyst Mutual Funds. Over the past 10 years, INSAX returned 7.78%/yr vs 3.44%/yr for IIXIX. At a 0.30 correlation, their price movements are largely independent. INSAX charges 1.53%/yr vs 0.75%/yr for IIXIX.

Performance

INSAX vs. IIXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Catalyst Insider Buying Fund (INSAX) and Catalyst Insider Income Fund (IIXIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, INSAX achieves a 16.65% return, which is significantly higher than IIXIX's 1.05% return. Over the past 10 years, INSAX has outperformed IIXIX with an annualized return of 7.78%, while IIXIX has yielded a comparatively lower 3.44% annualized return.

INSAX

• 1D: 0.07%
• 1M: 9.06%
• YTD: 16.65%
• 6M: 14.05%
• 1Y: 23.13%
• 3Y*: 26.02%
• 5Y*: 5.25%
• 10Y*: 7.78%

IIXIX

• 1D: -0.11%
• 1M: 0.04%
• YTD: 1.05%
• 6M: 1.51%
• 1Y: 4.10%
• 3Y*: 6.41%
• 5Y*: 2.49%
• 10Y*: 3.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

INSAX vs. IIXIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
INSAX Catalyst Insider Buying Fund	16.65%	15.39%	23.86%	31.44%	-32.65%	-17.65%	14.36%	23.91%	-2.91%	17.03%
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%

Correlation

The correlation between INSAX and IIXIX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.29
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (10Y) Calculated over the trailing 10-year period	0.32
Correlation (All Time) Calculated using the full available price history since Aug 1, 2014	0.30

The correlation between INSAX and IIXIX shifts across timeframes, from 0.26 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

INSAX vs. IIXIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INSAX

INSAX Risk / Return Rank: 12
INSAX Sharpe Ratio Rank: 12
INSAX Sortino Ratio Rank: 13
INSAX Omega Ratio Rank: 13
INSAX Calmar Ratio Rank: 11
INSAX Martin Ratio Rank: 9

IIXIX

IIXIX Risk / Return Rank: 80
IIXIX Sharpe Ratio Rank: 51
IIXIX Sortino Ratio Rank: 86
IIXIX Omega Ratio Rank: 91
IIXIX Calmar Ratio Rank: 84
IIXIX Martin Ratio Rank: 88

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INSAX vs. IIXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Catalyst Insider Buying Fund (INSAX) and Catalyst Insider Income Fund (IIXIX). 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.

	INSAX	IIXIX	Difference
Sharpe ratio: Return per unit of total volatility	0.89	2.05	-1.16
Sortino ratio: Return per unit of downside risk	1.43	4.09	-2.67
Omega ratio: Gain probability vs. loss probability	1.18	1.67	-0.49
Calmar ratio: Return relative to maximum drawdown	1.04	3.82	-2.78
Martin ratio: Return relative to average drawdown	2.56	16.59	-14.03
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

INSAX vs. IIXIX - Sharpe Ratio Comparison

The current INSAX Sharpe Ratio is 0.89, which is lower than the IIXIX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of INSAX and IIXIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	INSAX	IIXIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.89	2.05	-1.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	0.73	-0.55
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	0.98	-0.68
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.72	-0.38

Drawdowns

INSAX vs. IIXIX - Drawdown Comparison

The maximum INSAX drawdown since its inception was -59.24%, which is greater than IIXIX's maximum drawdown of -11.43%. Use the drawdown chart below to compare losses from any high point for INSAX and IIXIX.

Drawdown Indicators

	INSAX	IIXIX	Difference
Max Drawdown Largest peak-to-trough decline	-59.24%	-11.43%	-47.81%
Max Drawdown (1Y) Largest decline over 1 year	-23.44%	-1.08%	-22.36%
Max Drawdown (3Y) Largest decline over 3 years	-23.44%	-1.76%	-21.68%
Max Drawdown (5Y) Largest decline over 5 years	-57.26%	-11.27%	-45.99%
Max Drawdown (10Y) Largest decline over 10 years	-59.24%	-11.43%	-47.81%
Current Drawdown Current decline from peak	0.00%	-0.11%	+0.11%
Average Drawdown Average peak-to-trough decline	-13.84%	-1.85%	-11.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.46%	0.25%	+9.21%

Volatility

INSAX vs. IIXIX - Volatility Comparison

Catalyst Insider Buying Fund (INSAX) has a higher volatility of 7.03% compared to Catalyst Insider Income Fund (IIXIX) at 0.58%. This indicates that INSAX's price experiences larger fluctuations and is considered to be riskier than IIXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	INSAX	IIXIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.03%	0.58%	+6.45%
Volatility (6M) Calculated over the trailing 6-month period	22.20%	1.51%	+20.69%
Volatility (1Y) Calculated over the trailing 1-year period	27.28%	2.01%	+25.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.85%	3.41%	+26.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.16%	3.52%	+22.64%

INSAX vs. IIXIX - Expense Ratio Comparison

INSAX has a 1.53% expense ratio, which is higher than IIXIX's 0.75% expense ratio.

Dividends

INSAX vs. IIXIX - Dividend Comparison

INSAX has not paid dividends to shareholders, while IIXIX's dividend yield for the trailing twelve months is around 4.68%.

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%
INSAX Catalyst Insider Buying Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both INSAX and IIXIX in my portfolio?

INSAX and IIXIX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, INSAX or IIXIX?

INSAX has higher volatility (7.03%) compared to IIXIX (0.58%). In terms of maximum drawdown, INSAX dropped -59.24% vs IIXIX's -11.43%.

Which has better risk-adjusted returns?

IIXIX currently has the higher Sharpe Ratio (2.05 vs 0.89), 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.