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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.10% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CAXAX | Category Average | CAXAX | Category Average | CAXAX | Category Average | |
| Alpha | -3.62 | -0.05 | -0.98 | -0.04 | -0.51 | -0.01 |
| BETA | 0.83 | 0.01 | 0.82 | 0.01 | 0.82 | 0.01 |
| Mean Annual Return | 0.32 | 0.01 | 1.02 | 0.01 | 0.64 | 0.01 |
| R-squared | 87.1 | 0.9 | 85.84 | 0.88 | 86.37 | 0.87 |
| Standard Deviation | 14.5 | 0.2 | 14.02 | 0.16 | 13 | 0.15 |
| Sharpe Ratio | -0.05 | 0 | 0.67 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | -2.19 | 0.08 | 11.01 | 0.09 | 6.23 | 0.08 |
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