Nasdaq - Delayed Quote USD
Catalyst/Millburn Hedge Strategy C (MBXCX)
37.25
-0.09
(-0.24%)
At close: 8:06:31 AM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.85% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MBXCX | Category Average | MBXCX | Category Average | MBXCX | Category Average | |
| Alpha | -1.08 | -- | 5.73 | -- | -- | -- |
| BETA | -0.15 | -- | 0.17 | -- | -- | -- |
| Mean Annual Return | 0.27 | -- | 0.79 | -- | -- | -- |
| R-squared | 3.35 | -- | 2.78 | -- | -- | -- |
| Standard Deviation | 9.9 | -- | 11.4 | -- | -- | -- |
| Sharpe Ratio | -0.16 | -- | 0.57 | -- | -- | -- |
| Treynor Ratio | 13.74 | -- | 36.45 | -- | -- | -- |
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