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Catalyst/Millburn Hedge Strategy A (MBXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.57-0.05 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.65%
5-year average return8.34%
Number of years up5
Number of years down3
Best 1-yr total return (19 May 2024)17.76%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return17.76%
Worst 3-yr total return3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBXAXCategory
YTD13.63%4.43%
1-month3.39%0.25%
3-month10.89%2.85%
1-year18.43%11.96%
3-year7.68%4.46%
5-year7.84%3.69%
10-year0.00%2.51%
Last bull market6.05%6.81%
Last bear market-1.33%-4.99%

Annual total return (%) history

Year
MBXAXCategory
2024
N/AN/A
2023
-0.91%N/A
2022
7.46%N/A
2021
16.62%N/A
2020
-0.76%4.54%
2019
13.60%8.10%
2018
-2.42%-3.33%
2017
13.67%5.28%
2016
17.76%2.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.90%N/AN/AN/A
2023-4.49%2.69%7.11%-5.67%
20224.17%-1.33%3.19%1.32%
20217.36%9.42%-6.34%6.01%
2020-23.81%12.13%5.54%10.06%
20196.85%0.34%-0.34%6.32%
2018-4.15%2.84%3.92%-4.75%
20175.85%-1.88%5.10%4.13%
20168.14%6.18%3.44%-0.85%

Rank in category (by total return)

YTD9
1-month10
3-month4
1-year2
3-year24
5-year12

Load adjusted returns

1-year11.62%
3-year5.57%
5-year6.57%
10-yearN/A