MLXIX vs. EIXIX
MLXIX (Catalyst Energy Infrastructure Fund) and EIXIX (Catalyst Enhanced Income Strategy Fund) are both mutual funds - MLXIX is a Infrastructure Equities fund managed by Catalyst Mutual Funds, while EIXIX is a Nontraditional Bonds fund managed by Catalyst Mutual Funds. Over the past 5 years, MLXIX returned 21.54%/yr vs -4.70%/yr for EIXIX. Their 0.00 correlation means their historical movements had little consistent relationship. MLXIX charges 1.43%/yr vs 1.50%/yr for EIXIX.
Performance
MLXIX vs. EIXIX - Performance Comparison
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Returns By Period
In the year-to-date period, MLXIX achieves a 32.37% return, which is significantly higher than EIXIX's -7.35% return.
MLXIX
- 1D
- 0.73%
- 1M
- 3.24%
- 6M
- 20.63%
- YTD
- 32.37%
- 1Y
- 18.43%
- 3Y*
- 22.15%
- 5Y*
- 21.54%
- 10Y*
- 11.35%
- ALL TIME*
- 6.45%
EIXIX
- 1D
- -0.21%
- 1M
- 1.41%
- 6M
- -6.65%
- YTD
- -7.35%
- 1Y
- -13.47%
- 3Y*
- -5.49%
- 5Y*
- -4.70%
- 10Y*
- —
- ALL TIME*
- -0.01%
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 |
MLXIX vs. EIXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MLXIX Catalyst Energy Infrastructure Fund | 32.37% | -8.56% | 45.26% | 15.34% | 27.02% | 42.04% | -20.02% | -0.79% |
EIXIX Catalyst Enhanced Income Strategy Fund | -7.35% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
Correlation
The correlation between MLXIX and EIXIX is -0.19, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.19 |
Correlation (3Y) Balances recent behavior with more history. | -0.07 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.05 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.00 |
The correlation between MLXIX and EIXIX shifts across timeframes, from -0.19 (1 year) to 0.00 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MLXIX vs. EIXIX — Risk / Return Rank
MLXIX
EIXIX
MLXIX vs. EIXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Energy Infrastructure Fund (MLXIX) and Catalyst Enhanced Income Strategy Fund (EIXIX). 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.
| MLXIX | EIXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.41 | ||
| Sortino ratioReturn per unit of downside risk | +3.40 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 0.74 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.27 | -0.75 | +2.03 |
| Martin ratioReturn relative to average drawdown | 2.43 | -1.52 | +3.95 |
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Drawdowns
MLXIX vs. EIXIX - Drawdown Comparison
The maximum MLXIX drawdown since its inception was -76.78%, which is greater than EIXIX's maximum drawdown of -24.46%. Use the drawdown chart below to compare losses from any high point for MLXIX and EIXIX.
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Drawdown Indicators
| MLXIX | EIXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.78% | -24.46% | -52.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -16.22% | +1.90% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -19.95% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -24.46% | +2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -72.63% | — | — |
Current DrawdownCurrent decline from peak | -5.14% | -22.64% | +17.50% |
Average DrawdownAverage peak-to-trough decline | -22.95% | -5.73% | -17.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.47% | 8.04% | -0.57% |
Volatility
MLXIX vs. EIXIX - Volatility Comparison
Catalyst Energy Infrastructure Fund (MLXIX) has a higher volatility of 7.89% compared to Catalyst Enhanced Income Strategy Fund (EIXIX) at 3.73%. This indicates that MLXIX's price experiences larger fluctuations and is considered to be riskier than EIXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MLXIX | EIXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 3.73% | +4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 17.46% | 6.69% | +10.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 7.99% | +12.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 4.88% | +17.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.11% | 4.98% | +23.13% |
MLXIX vs. EIXIX - Expense Ratio Comparison
MLXIX has a 1.43% expense ratio, which is lower than EIXIX's 1.50% expense ratio.
Dividends
MLXIX vs. EIXIX - Dividend Comparison
MLXIX's dividend yield for the trailing twelve months is around 6.81%, more than EIXIX's 3.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | 3.99% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MLXIX Catalyst Energy Infrastructure Fund | 6.81% | 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
MLXIX and EIXIX have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MLXIX has higher volatility (7.89%) compared to EIXIX (3.73%). In terms of maximum drawdown, MLXIX dropped -76.78% vs EIXIX's -24.46%.
MLXIX currently has the higher Sharpe Ratio (0.87 vs -1.53), 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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