Nasdaq - Delayed Quote USD

Catalyst/Lyons Tactical Allocation I (CLTIX)

15.42 +0.10 (+0.65%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.51%
5y Average Return 6.05%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Jun 10, 2024) 28.12%
Worst 1Y Total Return (Jun 10, 2024) --
Best 3Y Total Return 28.12%
Worst 3Y Total Return -0.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLTIX
Category
YTD
5.26%
9.69%
1-Month
2.39%
0.97%
3-Month
-0.39%
5.21%
1-Year
14.66%
27.45%
3-Year
-2.07%
8.85%
5-Year
6.23%
8.56%
10-Year
5.98%
5.61%
Last Bull Market
21.94%
10.63%
Last Bear Market
-14.17%
-12.05%

Annual Total Return (%) History

Year
CLTIX
Category
2024
--
--
2023
10.48%
--
2022
-24.24%
--
2021
18.11%
--
2020
28.12%
9.83%
2019
3.07%
14.61%
2018
-4.72%
-7.70%
2017
17.00%
12.63%

2016
11.61%
5.99%
2015
-3.04%
-5.93%
2014
--
2.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.15% -- -- --
2023 1.56% 3.59% -5.17% 10.72%
2022 -10.74% -14.17% -0.79% -0.32%
2021 6.25% 5.33% 0.63% 4.88%
2020 -12.41% 14.58% 11.05% 14.95%
2019 0.20% 2.20% 0.91% -0.26%
2018 0.25% 4.13% 8.28% -15.70%
2017 5.74% -1.52% 3.36% 8.70%
2016 3.54% -3.34% 4.38% 6.85%
2015 2.80% -4.86% -5.66% 5.08%

2014 0.96% 6.34% -- --

Rank in Category (By Total Return)

YTD 52
1-Month 71
3-Month 91
1-Year 42
3-Year 81
5-Year 42

Load Adjusted Returns

1-Year 14.66%
3-Year -2.07%
5-Year 6.23%
10-Year 5.98%

Performance & Risk

YTD Return 4.51%
5y Average Return 6.05%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Catalyst Mutual Funds
Net Assets 36.29M
YTD Return 5.26%
Yield 1.19%
Morningstar Rating
Inception Date Jul 02, 2012

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.

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