TRXAX vs. EIXIX
TRXAX (Catalyst/MAP Global Balanced Fund) and EIXIX (Catalyst Enhanced Income Strategy Fund) are both mutual funds - TRXAX is a Global Allocation fund managed by Catalyst Mutual Funds, while EIXIX is a Nontraditional Bonds fund managed by Catalyst Mutual Funds. Over the past 5 years, TRXAX returned 5.25%/yr vs -4.70%/yr for EIXIX. Their 0.16 correlation means their historical movements had little consistent relationship. TRXAX charges 1.22%/yr vs 1.50%/yr for EIXIX.
Performance
TRXAX vs. EIXIX - Performance Comparison
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Returns By Period
In the year-to-date period, TRXAX achieves a 5.95% return, which is significantly higher than EIXIX's -7.35% return.
TRXAX
- 1D
- 0.60%
- 1M
- -0.67%
- 6M
- 1.56%
- YTD
- 5.95%
- 1Y
- 12.23%
- 3Y*
- 8.99%
- 5Y*
- 5.25%
- 10Y*
- 5.60%
- ALL TIME*
- 5.62%
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 |
TRXAX vs. EIXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TRXAX Catalyst/MAP Global Balanced Fund | 5.95% | 16.16% | 4.67% | 5.23% | -7.44% | 9.65% | 3.62% | 10.29% |
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 TRXAX and EIXIX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.16 |
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Return for Risk
TRXAX vs. EIXIX — Risk / Return Rank
TRXAX
EIXIX
TRXAX vs. EIXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/MAP Global Balanced Fund (TRXAX) 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.
| TRXAX | EIXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.36 | ||
| Sortino ratioReturn per unit of downside risk | +4.70 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.74 | +0.59 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | -0.75 | +2.88 |
| Martin ratioReturn relative to average drawdown | 6.80 | -1.52 | +8.32 |
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Drawdowns
TRXAX vs. EIXIX - Drawdown Comparison
The maximum TRXAX drawdown since its inception was -20.50%, smaller than the maximum EIXIX drawdown of -24.46%. Use the drawdown chart below to compare losses from any high point for TRXAX and EIXIX.
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Drawdown Indicators
| TRXAX | EIXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.50% | -24.46% | +3.96% |
Max Drawdown (1Y)Largest decline over 1 year | -5.60% | -16.22% | +10.62% |
Max Drawdown (3Y)Largest decline over 3 years | -6.04% | -19.95% | +13.91% |
Max Drawdown (5Y)Largest decline over 5 years | -16.03% | -24.46% | +8.43% |
Max Drawdown (10Y)Largest decline over 10 years | -20.50% | — | — |
Current DrawdownCurrent decline from peak | -1.76% | -22.64% | +20.88% |
Average DrawdownAverage peak-to-trough decline | -2.65% | -5.73% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 8.04% | -6.29% |
Volatility
TRXAX vs. EIXIX - Volatility Comparison
The current volatility for Catalyst/MAP Global Balanced Fund (TRXAX) is 1.86%, while Catalyst Enhanced Income Strategy Fund (EIXIX) has a volatility of 3.73%. This indicates that TRXAX experiences smaller price fluctuations and is considered to be less risky 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
| TRXAX | EIXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.86% | 3.73% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 5.28% | 6.69% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.55% | 7.99% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 4.88% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.20% | 4.98% | +3.22% |
TRXAX vs. EIXIX - Expense Ratio Comparison
TRXAX has a 1.22% expense ratio, which is lower than EIXIX's 1.50% expense ratio.
Dividends
TRXAX vs. EIXIX - Dividend Comparison
TRXAX's dividend yield for the trailing twelve months is around 2.14%, less 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% |
TRXAX Catalyst/MAP Global Balanced Fund | 2.14% | 2.45% | 4.93% | 5.12% | 0.83% | 6.76% | 1.91% | 2.66% | 8.34% | 3.46% | 3.55% | 1.59% |
Frequently Asked Questions
TRXAX and EIXIX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (3.73%) compared to TRXAX (1.86%). In terms of maximum drawdown, TRXAX dropped -20.50% vs EIXIX's -24.46%.
TRXAX currently has the higher Sharpe Ratio (1.82 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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