SHIIX vs. HIIFX
Compare and contrast key facts about Catalyst Buffered Shield Fund (SHIIX) and Catalyst/SMH High Income Fund (HIIFX).
SHIIX is managed by Catalyst Mutual Funds. It was launched on Apr 13, 2015. HIIFX is managed by Catalyst Mutual Funds. It was launched on May 21, 2008.
Performance
SHIIX vs. HIIFX - Performance Comparison
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SHIIX vs. HIIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHIIX Catalyst Buffered Shield Fund | -3.13% | 10.88% | 13.57% | 14.03% | -18.44% | 14.15% | 7.18% | 20.24% | -5.58% | 14.17% |
HIIFX Catalyst/SMH High Income Fund | -3.01% | 15.31% | 8.33% | 16.44% | -13.48% | 8.03% | 10.00% | 8.36% | -1.46% | 9.58% |
Returns By Period
The year-to-date returns for both investments are quite close, with SHIIX having a -3.13% return and HIIFX slightly higher at -3.01%. Over the past 10 years, SHIIX has underperformed HIIFX with an annualized return of 6.69%, while HIIFX has yielded a comparatively higher 8.16% annualized return.
SHIIX
- 1D
- -0.09%
- 1M
- -4.09%
- YTD
- -3.13%
- 6M
- -1.09%
- 1Y
- 10.03%
- 3Y*
- 10.44%
- 5Y*
- 4.67%
- 10Y*
- 6.69%
HIIFX
- 1D
- -0.17%
- 1M
- -2.17%
- YTD
- -3.01%
- 6M
- -1.93%
- 1Y
- 14.54%
- 3Y*
- 11.13%
- 5Y*
- 4.87%
- 10Y*
- 8.16%
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SHIIX vs. HIIFX - Expense Ratio Comparison
SHIIX has a 1.23% expense ratio, which is lower than HIIFX's 1.49% expense ratio.
Return for Risk
SHIIX vs. HIIFX — Risk / Return Rank
SHIIX
HIIFX
SHIIX vs. HIIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Buffered Shield Fund (SHIIX) and Catalyst/SMH High Income Fund (HIIFX). 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.
| SHIIX | HIIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.79 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.46 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 2.52 | -1.32 |
Martin ratioReturn relative to average drawdown | 6.48 | 7.27 | -0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHIIX | HIIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.79 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.76 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 1.37 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.17 | +0.60 |
Correlation
The correlation between SHIIX and HIIFX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SHIIX vs. HIIFX - Dividend Comparison
SHIIX's dividend yield for the trailing twelve months is around 3.12%, less than HIIFX's 5.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHIIX Catalyst Buffered Shield Fund | 3.12% | 3.02% | 2.94% | 2.52% | 0.68% | 16.99% | 2.01% | 6.13% | 10.13% | 14.66% | 0.79% | 0.00% |
HIIFX Catalyst/SMH High Income Fund | 5.54% | 4.65% | 6.03% | 6.55% | 6.64% | 4.03% | 5.00% | 5.37% | 5.61% | 5.50% | 6.81% | 12.14% |
Drawdowns
SHIIX vs. HIIFX - Drawdown Comparison
The maximum SHIIX drawdown since its inception was -20.20%, smaller than the maximum HIIFX drawdown of -51.29%. Use the drawdown chart below to compare losses from any high point for SHIIX and HIIFX.
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Drawdown Indicators
| SHIIX | HIIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.20% | -51.29% | +31.09% |
Max Drawdown (1Y)Largest decline over 1 year | -7.44% | -5.26% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -20.20% | -18.58% | -1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -20.20% | -18.58% | -1.62% |
Current DrawdownCurrent decline from peak | -4.27% | -4.89% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -15.41% | +11.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 1.82% | -0.44% |
Volatility
SHIIX vs. HIIFX - Volatility Comparison
Catalyst Buffered Shield Fund (SHIIX) and Catalyst/SMH High Income Fund (HIIFX) have volatilities of 2.39% and 2.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHIIX | HIIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | 2.33% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.76% | 4.82% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.97% | 8.02% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.60% | 6.42% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 6.00% | +2.57% |