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Nasdaq - Delayed Quote USD
Catalyst/MAP Global Equity A (CAXAX)
16.36
-0.91
(-5.27%)
At close: April 4 at 8:00:10 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.61% |
| 5y Average Return | 11.76% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 3, 2025) | 18.10% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 18.10% |
| Worst 3Y Total Return | 1.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CAXAX
Category
- YTD
- 4.10%
- 14.38%
- 1-Month
- -0.17%
- -1.21%
- 3-Month
- 4.10%
- 5.03%
- 1-Year
- 7.39%
- 39.50%
- 3-Year
- 2.79%
- 9.11%
- 5-Year
- 11.84%
- 10.10%
- 10-Year
- 7.05%
- 7.90%
- Last Bull Market
- 10.91%
- 15.53%
- Last Bear Market
- -12.93%
- -17.52%
Annual Total Return (%) History
Year
CAXAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 4.10% | -- | -- | -- |
| 2024 | 4.38% | 1.25% | 7.84% | -5.52% |
| 2023 | 6.85% | 0.24% | -2.33% | 5.83% |
| 2022 | 1.65% | -12.93% | -9.77% | 11.40% |
| 2021 | 7.56% | 3.57% | -2.46% | 7.25% |
| 2020 | -22.47% | 15.58% | 3.39% | 13.83% |
| 2019 | 9.10% | 3.36% | 0.47% | 3.51% |
| 2018 | 1.56% | 2.13% | 2.35% | -8.68% |
| 2017 | 6.39% | 5.21% | 2.06% | 2.49% |
| 2016 | 2.68% | 1.30% | 3.54% | 2.45% |
| 2015 | -0.97% | 1.89% | -6.60% | 4.25% |
| 2014 | 4.01% | 4.47% | -2.29% | -2.20% |
| 2013 | 3.56% | -2.82% | 11.14% | 4.42% |
| 2012 | 8.65% | -3.84% | 8.38% | 4.28% |
| 2011 | 4.75% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 36 |
| 3-Month | 66 |
| 1-Year | 47 |
| 3-Year | 97 |
| 5-Year | 87 |
Load Adjusted Returns
| 1-Year | 1.22% |
| 3-Year | 0.78% |
| 5-Year | 10.53% |
| 10-Year | 6.42% |
Performance & Risk
| YTD Return | 2.61% |
| 5y Average Return | 11.76% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | Catalyst Mutual Funds |
| Net Assets | 75.18M |
| YTD Return | 4.10% |
| Yield | 3.30% |
| Morningstar Rating | |
| Inception Date | Jul 29, 2011 |
Fund Summary
The fund primarily invests in equity securities of U.S. and foreign issuers. The allocation of its investments to U.S. and foreign issuers and among various levels of market capitalizations may vary substantially depending on various factors, including market conditions, but under normal conditions, at least 40% of the fund’s assets is invested in securities of issuers domiciled in at least 3 countries outside of the United States, and at least 80% of its net assets plus any borrowings for investment purposes are invested in equity securities. It may invest in companies of any market capitalization.
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