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Nasdaq - Delayed Quote USD

Catalyst Nasdaq-100 Hedged Equity A (CLPAX)

11.36
+0.05
+(0.44%)
At close: 8:00:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.47%
5y Average Return 5.23%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 7, 2025) 35.92%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 35.92%
Worst 3Y Total Return -6.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLPAX
Category
YTD
-8.80%
6.64%
1-Month
-8.10%
1.03%
3-Month
-8.80%
3.58%
1-Year
-0.91%
16.67%
3-Year
0.89%
6.96%
5-Year
6.80%
6.01%
10-Year
2.30%
4.42%
Last Bull Market
12.26%
12.48%
Last Bear Market
-19.33%
-10.95%

Annual Total Return (%) History

Year
CLPAX
Category
2025
--
--
2024
11.42%
--
2023
35.92%
--
2022
-30.54%
--
2021
13.12%
--
2020
5.25%
7.16%
2019
19.40%
11.34%
2018
-3.65%
-3.45%

2017
8.20%
6.02%
2016
1.33%
3.31%
2015
-9.39%
-1.77%
2014
20.03%
2.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.80% -- -- --
2024 2.56% 4.41% 1.51% 2.51%
2023 15.30% 10.65% -3.54% 10.45%
2022 -6.59% -19.33% -3.54% -4.44%
2021 -2.39% 6.53% 1.70% 6.96%
2020 -17.79% 14.09% 3.85% 8.05%
2019 9.23% 3.17% 1.30% 4.59%
2018 -0.81% 2.74% 3.56% -8.71%
2017 2.40% 1.70% 2.20% 1.66%
2016 -1.99% -5.30% 3.81% 5.16%

2015 3.99% -2.53% -9.21% -1.53%
2014 3.10% 3.20% 1.03% 11.65%

Rank in Category (By Total Return)

YTD 95
1-Month 100
3-Month 95
1-Year 90
3-Year 87
5-Year 59

Load Adjusted Returns

1-Year -6.61%
3-Year -1.08%
5-Year 5.54%
10-Year 1.69%

Performance & Risk

YTD Return -13.47%
5y Average Return 5.23%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Options Trading
Fund Family Catalyst Mutual Funds
Net Assets 15.38M
YTD Return -8.80%
Yield 0.00%
Morningstar Rating
Inception Date Jun 06, 2014

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in equity securities that constitute the NASDAQ-100 Index ® (“NDX”). The NDX is a large-capitalization growth index comprised of the 100 largest domestic and international (including emerging markets) non-financial companies listed on the Nasdaq Stock Market based on market capitalization.

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