Nasdaq - Delayed Quote USD
Catalyst/Millburn Hedge Strategy C-1 (MBXFX)
36.07
-0.36
(-0.99%)
As of 8:06:31 AM EDT. Market Open.
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 | 15.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -2.04% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -0.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MBXFX | Category Average | MBXFX | Category Average | MBXFX | Category Average | |
| Alpha | -1.74 | -- | 5.7 | -- | -- | -- |
| BETA | -0.16 | -- | 0.17 | -- | -- | -- |
| Mean Annual Return | 0.21 | -- | 0.78 | -- | -- | -- |
| R-squared | 3.99 | -- | 2.79 | -- | -- | -- |
| Standard Deviation | 9.81 | -- | 11.39 | -- | -- | -- |
| Sharpe Ratio | -0.22 | -- | 0.57 | -- | -- | -- |
| Treynor Ratio | 16.19 | -- | 36.5 | -- | -- | -- |
Related Tickers
FGADX Franklin Gold and Precious Metals Adv
29.64
+3.02%
FRGOX Franklin Gold and Precious Metals C
23.20
+3.02%
FKRCX Franklin Gold and Precious Metals A
26.98
+3.02%
FGPMX Franklin Gold and Precious Metals R6
30.13
+3.01%
INIYX VanEck International Investors Gold Y
16.09
+2.16%
INIIX VanEck International Investors Gold I
21.98
+2.14%
INIVX VanEck International Investors Gold A
15.49
+2.11%
USERX U.S. Global Investors Gold & Precious Metals Fund
16.61
+2.09%
FEGIX First Eagle Gold I
36.99
+1.96%
FEURX First Eagle Gold R6
37.10
+1.95%
CVISX Causeway International Small Cap Inv
15.19
+0.80%
CIISX Causeway International Small Cap Instl
15.21
+0.80%
WFEMX WCM Focused Emerging Markets Investor
16.18
+0.68%
WCMEX WCM Focused Emerging Markets Instl
16.42
+0.67%
CPAEX Counterpoint Tactical Equity A
22.66
+0.58%
CPCEX Counterpoint Tactical Equity C
21.13
+0.57%
CPIEX Counterpoint Tactical Equity I
23.18
+0.56%
MISMX Matthews EM Sm Coms Instl
24.05
+0.46%
MSMLX Matthews EM Sm Coms Inv
24.07
+0.46%
KINCX Kinetics Internet Adv C
84.93
+0.40%
WWWFX Kinetics Internet No Load
116.21
+0.40%
KINAX Kinetics Internet Adv A
104.62
+0.39%
JAKRX JHancock Disciplined Value Glb L/S A
15.34
+0.39%
SEUPX NAA Mid Growth P
33.57
+0.39%
JAKTX JHancock Disciplined Value Glb L/S C
15.29
+0.33%
JAKVX JHancock Disciplined Value Glb L/S R6
15.35
+0.33%
JAKUX JHancock Disciplined Value Glb L/S I
15.67
+0.32%
SAHMX SA International Value
15.18
+0.26%
RAIWX Manning & Napier Rainier Intl Discv W
26.22
0.00%
QLERX AQR Long-Short Equity R6
18.52
+0.22%
AVALX Aegis Value I
44.28
+0.20%
QLENX AQR Long-Short Equity N
17.82
+0.17%
QLEIX AQR Long-Short Equity I
18.33
+0.16%
YFSNX AMG Yacktman Global N
15.11
+0.13%
GEMEX GMO Emerging Markets I
25.44
+0.08%
GEMNX GMO Emerging Markets R6
25.50
+0.08%
YFSIX AMG Yacktman Global I
15.15
+0.07%
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.79
+0.06%
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.93
+0.06%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
FCHKX Fidelity Advisor China Region C
39.72
+0.03%
FHKAX Fidelity Advisor China Region A
41.75
+0.02%
FHKIX Fidelity Advisor China Region I
42.04
+0.02%
FHKCX Fidelity China Region
42.37
+0.02%
SDIVX Stock Dividend
18.97
+0.02%
BSPAX iShares S&P 500 Index Investor A
684.63
0.00%
BSPGX iShares S&P 500 Index G
685.20
0.00%
BSPIX iShares S&P 500 Index Institutional
684.97
0.00%
BSPSX iShares S&P 500 Index Service
684.72
0.00%
BTMKX iShares MSCI EAFE Intl Idx K
17.75
0.00%
FEAAX Fidelity Advisor Emerging Asia A
51.16
0.00%
FEATX Fidelity Advisor Emerging Asia M
48.66
0.00%
FERCX Fidelity Advisor Emerging Asia C
43.16
0.00%
FERIX Fidelity Advisor Emerging Asia I
53.81
0.00%
FHKTX Fidelity Advisor China Region M
41.37
0.00%
FIQFX Fidelity Advisor China Region Z
42.01
0.00%
FIQPX Fidelity Advisor Emerging Asia Z
53.89
0.00%
GIFIX Guggenheim Floating Rate Strats Instl
23.96
0.00%
GIFSX Guggenheim Floating Rate Strats R6
23.97
0.00%
LIHIX BlackRock LifePath Index 2045 Fund
22.94
0.00%
LIHKX BlackRock LifePath Index 2045 Fund
22.97
0.00%
LIHPX BlackRock LifePath Index 2045 Fund
22.81
0.00%
LIPAX BlackRock LifePath Index 2050 Fund
24.02
0.00%
LIPIX BlackRock LifePath Index 2050 Fund
24.10
0.00%
LIPKX BlackRock LifePath Index 2050 Fund
24.10
0.00%
LIPPX BlackRock LifePath Index 2050 Fund
23.98
0.00%
LIVAX BlackRock LifePath Index 2055 Inv A
24.93
0.00%
LIVIX BlackRock LifePath Index 2055 Instl
25.01
0.00%
LIVKX BlackRock LifePath Index 2055 K
25.02
0.00%
LIVPX BlackRock LifePath Index 2055 Inv P
24.87
0.00%
LPHAX BlackRock LifePath Dyn 2045 Investor A
18.14
0.00%
LPHIX BlackRock LifePath Dyn 2045 Instl
18.28
0.00%
LPHKX BlackRock LifePath Dyn 2045 K
18.60
0.00%
LPHRX BlackRock LifePath Dyn 2045 R
18.01
0.00%
LPJIX BlackRock LifePath Dyn 2035 Instl
16.06
0.00%
LPJKX BlackRock LifePath Dyn 2035 K
16.39
0.00%
LPRFX BlackRock LifePath Dyn 2050 Investor A
23.13
0.00%
LPRPX BlackRock LifePath Dyn 2050 R
22.89
0.00%
LPSFX BlackRock LifePath Dyn 2040 K
17.87
0.00%
LPSGX BlackRock LifePath Dyn 2050 K
23.53
0.00%
LPVAX BlackRock LifePath Dyn 2055 Investor A
19.63
0.00%
LPVIX BlackRock LifePath Dyn 2055 Instl
19.84
0.00%
LPVKX BlackRock LifePath Dyn 2055 K
20.27
0.00%
LPVRX BlackRock LifePath Dyn 2055 R
19.50
0.00%
MAIIX iShares MSCI EAFE International Index Fund
17.73
0.00%
STLEX BlackRock LifePath Dynamic 2040 Fund
17.66
0.00%
STLFX BlackRock LifePath Dynamic 2050 Fund
23.34
0.00%
WFSPX iShares S&P 500 Index K
685.20
0.00%
FSEAX Fidelity Emerging Asia
53.17
-0.02%
DRESX Driehaus Emerging Markets Small Cap Growth Fund
22.40
-0.04%
HMEZX NexPoint Merger Arbitrage Z
19.91
-0.05%
HMEAX NexPoint Merger Arbitrage A
19.49
-0.05%
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.35
-0.05%
NFRFX Nuveen Floating Rate Income R6
18.07
-0.06%
MOWIX Moerus Worldwide Value Institutional
18.02
-0.06%
NFRIX Nuveen Floating Rate Income I
17.99
-0.06%
NFRAX Nuveen Floating Rate Income A
17.97
-0.06%
WWWEX Kinetics Global No Load
17.83
-0.06%
FEDIX Fidelity Advisor Emerg Mkts Discv I
17.05
-0.06%
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.03
-0.06%