MLXIX vs. SHIIX
MLXIX (Catalyst Energy Infrastructure Fund) and SHIIX (Catalyst Buffered Shield Fund) are both mutual funds - MLXIX is a Infrastructure Equities fund managed by Catalyst Mutual Funds, while SHIIX is a Options Trading fund managed by Catalyst Mutual Funds. Over the past 10 years, MLXIX returned 11.35%/yr vs 7.15%/yr for SHIIX. Their 0.43 correlation means their historical movements had little consistent relationship. MLXIX charges 1.43%/yr vs 1.23%/yr for SHIIX.
Performance
MLXIX vs. SHIIX - 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 SHIIX's 4.78% return. Over the past 10 years, MLXIX has outperformed SHIIX with an annualized return of 11.35%, while SHIIX has yielded a comparatively lower 7.15% annualized 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%
SHIIX
- 1D
- 0.97%
- 1M
- -0.09%
- 6M
- 4.01%
- YTD
- 4.78%
- 1Y
- 10.50%
- 3Y*
- 11.27%
- 5Y*
- 4.96%
- 10Y*
- 7.15%
- ALL TIME*
- 7.20%
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. SHIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLXIX Catalyst Energy Infrastructure Fund | 32.37% | -8.56% | 45.26% | 15.34% | 27.02% | 42.04% | -20.02% | 12.05% | -18.48% | -13.83% |
SHIIX Catalyst Buffered Shield Fund | 4.78% | 10.88% | 13.57% | 14.03% | -18.44% | 14.15% | 7.18% | 20.24% | -5.58% | 14.17% |
Correlation
The correlation between MLXIX and SHIIX is -0.22, 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. | -0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.43 |
The correlation between MLXIX and SHIIX shifts across timeframes, from -0.22 (1 year) to 0.43 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MLXIX vs. SHIIX — Risk / Return Rank
MLXIX
SHIIX
MLXIX vs. SHIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Energy Infrastructure Fund (MLXIX) and Catalyst Buffered Shield Fund (SHIIX). 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 | SHIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.36 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.30 | -1.03 |
| Martin ratioReturn relative to average drawdown | 2.43 | 12.49 | -10.06 |
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Drawdowns
MLXIX vs. SHIIX - Drawdown Comparison
The maximum MLXIX drawdown since its inception was -76.78%, which is greater than SHIIX's maximum drawdown of -20.20%. Use the drawdown chart below to compare losses from any high point for MLXIX and SHIIX.
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Drawdown Indicators
| MLXIX | SHIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.78% | -20.20% | -56.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -4.27% | -10.05% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -11.36% | -10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -20.20% | -1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -72.63% | -20.20% | -52.43% |
Current DrawdownCurrent decline from peak | -5.14% | -0.52% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -22.95% | -4.06% | -18.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.47% | 0.78% | +6.69% |
Volatility
MLXIX vs. SHIIX - Volatility Comparison
Catalyst Energy Infrastructure Fund (MLXIX) has a higher volatility of 7.89% compared to Catalyst Buffered Shield Fund (SHIIX) at 1.82%. This indicates that MLXIX's price experiences larger fluctuations and is considered to be riskier than SHIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MLXIX | SHIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 1.82% | +6.07% |
Volatility (6M)Calculated over the trailing 6-month period | 17.46% | 4.70% | +12.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 5.56% | +15.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 8.57% | +13.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.11% | 8.49% | +19.62% |
MLXIX vs. SHIIX - Expense Ratio Comparison
MLXIX has a 1.43% expense ratio, which is higher than SHIIX's 1.23% expense ratio.
Dividends
MLXIX vs. SHIIX - Dividend Comparison
MLXIX's dividend yield for the trailing twelve months is around 6.81%, more than SHIIX's 2.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SHIIX Catalyst Buffered Shield Fund | 2.88% | 3.02% | 2.94% | 2.52% | 0.68% | 16.99% | 2.01% | 6.13% | 10.13% | 14.66% | 0.79% | 0.00% |
Frequently Asked Questions
MLXIX and SHIIX 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 (7.89%) compared to SHIIX (1.82%). In terms of maximum drawdown, MLXIX dropped -76.78% vs SHIIX's -20.20%.
SHIIX currently has the higher Sharpe Ratio (1.76 vs 0.87), 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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