Nasdaq - Delayed Quote USD
Catalyst Insider Income A (IIXAX)
9.20
0.00
(0.00%)
At close: 8:01:13 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.01% |
| 5y Average Return | 4.63% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 7, 2025) | 8.95% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 8.95% |
| Worst 3Y Total Return | -0.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IIXAX
Category
- YTD
- 1.59%
- 0.44%
- 1-Month
- 0.13%
- 0.02%
- 3-Month
- 1.59%
- 0.56%
- 1-Year
- 6.80%
- 2.65%
- 3-Year
- 4.01%
- 3.38%
- 5-Year
- 4.62%
- 2.40%
- 10-Year
- 2.95%
- 2.01%
- Last Bull Market
- 4.96%
- 2.63%
- Last Bear Market
- -5.71%
- -0.33%
Annual Total Return (%) History
Year
IIXAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.59% | -- | -- | -- |
| 2024 | 2.39% | 1.04% | 1.74% | 2.26% |
| 2023 | 2.01% | 2.45% | 1.95% | 2.25% |
| 2022 | -2.71% | -5.71% | -0.36% | 0.54% |
| 2021 | 0.69% | 0.97% | 0.45% | -0.26% |
| 2020 | -5.38% | 6.63% | 2.89% | 2.45% |
| 2019 | 2.40% | 1.16% | 0.61% | 1.19% |
| 2018 | 0.93% | 1.23% | 1.13% | -0.67% |
| 2017 | 0.23% | 0.56% | 1.01% | 0.07% |
| 2016 | 1.61% | 1.94% | 1.25% | 1.21% |
| 2015 | 3.13% | 2.29% | -1.76% | -4.16% |
| 2014 | -3.63% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 84 |
| 3-Month | 65 |
| 1-Year | 8 |
| 3-Year | 18 |
| 5-Year | 7 |
Load Adjusted Returns
| 1-Year | 1.72% |
| 3-Year | 2.34% |
| 5-Year | 3.61% |
| 10-Year | 2.45% |
Performance & Risk
| YTD Return | 1.01% |
| 5y Average Return | 4.63% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.34 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | Catalyst Mutual Funds |
| Net Assets | 53.27M |
| YTD Return | 1.59% |
| Yield | 4.46% |
| Morningstar Rating | |
| Inception Date | Jul 29, 2014 |
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by companies, including real estate investment trusts ("REITs"), whose executives are purchasing shares of the company's common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average duration of less than three and a half years. The fund is non-diversified.
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