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Catalyst Dynamic Alpha I (CPEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.51+0.45 (+1.95%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.85%
5-year average return9.41%
Number of years up7
Number of years down2
Best 1-yr total return (22 Apr 2024)27.20%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return27.20%
Worst 3-yr total return5.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPEIXCategory
YTD16.46%12.38%
1-month2.73%5.09%
3-month16.46%10.28%
1-year30.34%41.70%
3-year10.68%22.56%
5-year10.56%21.98%
10-year11.61%15.99%
Last bull market30.84%25.99%
Last bear market-13.95%-17.29%

Annual total return (%) history

Year
CPEIXCategory
2024
N/AN/A
2023
13.73%N/A
2022
-14.65%N/A
2021
20.08%N/A
2020
21.32%35.86%
2019
11.38%31.90%
2018
-3.81%-2.09%
2017
27.20%27.67%
2016
8.13%3.23%
2015
7.03%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.46%N/AN/AN/A
20231.62%8.92%-7.21%10.74%
2022-6.05%-13.95%-1.91%7.64%
20210.12%3.73%1.28%14.15%
2020-17.94%26.97%3.53%12.48%
201911.01%-0.76%-4.67%6.04%
2018-0.54%3.13%10.65%-15.25%
20176.00%4.66%5.77%8.40%
2016-5.28%6.41%4.64%2.53%
20157.05%-1.80%-6.46%8.84%
20144.08%7.04%N/AN/A

Rank in category (by total return)

YTD6
1-month25
3-month6
1-year79
3-year29
5-year93

Load adjusted returns

1-year30.34%
3-year10.68%
5-year10.56%
10-year11.61%