Nasdaq - Delayed Quote USD
Catalyst/Millburn Hedge Strategy C (MBXCX)
37.25
-0.09
(-0.24%)
At close: 8:01:31 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -1.23% |
5y Average Return | 9.08% |
Number of Years Up | 6 |
Number of Years Down | 3 |
Best 1Y Total Return (Jun 6, 2025) | 16.85% |
Worst 1Y Total Return (Jun 6, 2025) | -- |
Best 3Y Total Return | 16.85% |
Worst 3Y Total Return | 2.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MBXCX
Category
- YTD
- -3.17%
- 0.00%
- 1-Month
- 2.40%
- 0.00%
- 3-Month
- -2.89%
- 0.00%
- 1-Year
- -3.65%
- 0.00%
- 3-Year
- 2.74%
- 0.00%
- 5-Year
- 9.20%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.55%
- 0.00%
- Last Bear Market
- -1.50%
- 0.00%
Annual Total Return (%) History
Year
MBXCX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -2.00% | -- | -- | -- |
2024 | 9.72% | 3.60% | -5.34% | 4.41% |
2023 | -4.66% | 2.49% | 6.91% | -5.86% |
2022 | 3.98% | -1.50% | 2.97% | 1.14% |
2021 | 7.18% | 9.18% | -6.50% | 5.78% |
2020 | -23.93% | 11.91% | 5.36% | 9.84% |
2019 | 6.62% | 0.19% | -0.54% | 6.09% |
2018 | -4.36% | 2.65% | 3.72% | -4.90% |
2017 | 5.64% | -2.02% | 4.87% | 3.95% |
2016 | 7.90% | 5.97% | 3.28% | -1.05% |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
1-Year | -3.65% |
3-Year | 2.74% |
5-Year | 9.20% |
10-Year | -- |
Performance & Risk
YTD Return | -1.23% |
5y Average Return | 9.08% |
Rank in Category (ytd) | -- |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | -0.15 |
Morningstar Risk Rating |
Fund Overview
Category | -- |
Fund Family | Catalyst Mutual Funds |
Net Assets | 7.98B |
YTD Return | -3.17% |
Yield | 0.97% |
Morningstar Rating | |
Inception Date | Dec 29, 2015 |
Fund Summary
The fund seeks to achieve its investment objective by investing in a portfolio comprised of (i) futures contracts, forward and spot contracts, and/or options on futures contracts on or related to the following sectors: currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, (the "Futures Component") and (ii) equity ETFs, common stocks (the "Equity Component"), intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.
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