TRIFX vs. USD

In the year-to-date period, TRIFX achieves a -7.39% return, which is significantly higher than USD's -11.70% return. Over the past 10 years, TRIFX has underperformed USD with an annualized return of 5.05%, while USD has yielded a comparatively higher 41.35% annualized return.

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TRIFX has a 1.58% expense ratio, which is higher than USD's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Catalyst/SMH Total Return Income Fund (TRIFX) and ProShares Ultra Semiconductors (USD). 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 TRIFX Sharpe Ratio is 0.00, which is higher than the USD Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of TRIFX and USD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRIFX's dividend yield for the trailing twelve months is around 7.80%, more than USD's 0.20% yield.

The maximum TRIFX drawdown since its inception was -51.11%, smaller than the maximum USD drawdown of -87.94%. Use the drawdown chart below to compare losses from any high point for TRIFX and USD.

The current volatility for Catalyst/SMH Total Return Income Fund (TRIFX) is 4.55%, while ProShares Ultra Semiconductors (USD) has a volatility of 17.58%. This indicates that TRIFX experiences smaller price fluctuations and is considered to be less risky than USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.