Nasdaq - Delayed Quote USD
Catalyst Insider Buying A (INSAX)
17.97
-0.26
(-1.43%)
At close: 8:01:14 PM EDT
Fund Summary
The fund seeks to achieve its investment objective by combining a portfolio of common stock (the “Common Stock Component”) with an overlay component that provides exposure to quantitative investment strategies (the “Overlay Component”). It may invest in companies of any market capitalization, including smaller-sized companies, but intends to emphasize larger capitalization stocks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.18% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -12.86% |
| 5y Average Return | 3.32% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.32 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| INSAX | Category Average | INSAX | Category Average | INSAX | Category Average | |
| Alpha | 0.76 | 0.01 | -12.21 | 0.01 | -8.84 | -0.02 |
| BETA | 1.32 | 0.01 | 1.13 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 1.06 | 0.02 | 0.7 | 0.02 | 0.45 | 0.01 |
| R-squared | 62.66 | 0.82 | 53.3 | 0.79 | 60.8 | 0.8 |
| Standard Deviation | 28.85 | 0.23 | 26.28 | 0.19 | 22.04 | 0.17 |
| Sharpe Ratio | 0.29 | 0.01 | 0.22 | 0.01 | 0.16 | 0.01 |
| Treynor Ratio | 3.38 | 0.18 | 2.07 | 0.17 | 0.96 | 0.12 |
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