INSAX vs. IVV

In the year-to-date period, INSAX achieves a 6.41% return, which is significantly higher than IVV's 1.01% return. Over the past 10 years, INSAX has underperformed IVV with an annualized return of 3.71%, while IVV has yielded a comparatively higher 12.79% annualized return.

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INSAX has a 1.53% expense ratio, which is higher than IVV's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Catalyst Insider Buying Fund (INSAX) and iShares Core S&P 500 ETF (IVV). 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.

The current INSAX Sharpe Ratio is 0.36, which is lower than the IVV Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of INSAX and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

INSAX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.31%.

The maximum INSAX drawdown since its inception was -59.24%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for INSAX and IVV.

Catalyst Insider Buying Fund (INSAX) has a higher volatility of 5.10% compared to iShares Core S&P 500 ETF (IVV) at 4.81%. This indicates that INSAX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.