Nasdaq - Delayed Quote USD
Catalyst/Lyons Tactical Allocation C (CLTCX)
13.88
+0.05
+(0.36%)
At close: 8:00:25 PM EDT
Fund Summary
The fund seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a proprietary quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.37% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -3.76% |
| 5y Average Return | 4.53% |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLTCX | Category Average | CLTCX | Category Average | CLTCX | Category Average | |
| Alpha | -6.45 | -0.02 | -1.38 | -0.01 | -2.14 | -0.02 |
| BETA | 0.75 | 0.01 | 0.99 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | -0.16 | 0.01 | 0.64 | 0.01 | 0.35 | 0 |
| R-squared | 64.29 | 0.76 | 68.29 | 0.73 | 60.84 | 0.73 |
| Standard Deviation | 11.82 | 0.13 | 13.83 | 0.11 | 12.73 | 0.09 |
| Sharpe Ratio | -0.55 | 0.01 | 0.35 | 0.01 | 0.18 | 0.01 |
| Treynor Ratio | -9.51 | 0.08 | 4.21 | 0.08 | 1.54 | 0.06 |
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