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Catalyst/Lyons Tactical Allocation Fund (CLTAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.99+0.23 (+1.46%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.73%
5-Year Average Return7.25%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)38.45%
Worst 1 Yr Total Return (Feb 3, 2019)-4.96%
Best 3-Yr Total Return38.45%
Worst 3-Yr Total Return4.46%

Trailing Returns (%) Vs. Benchmarks

ReturnCLTAXCategory
YTD-20.92%9.69%
1-Month3.68%0.97%
3-Month-1.87%5.21%
1-Year-19.06%27.45%
3-Year5.88%8.85%
5-Year6.27%8.56%
10-Year8.72%5.61%
Last Bull Market0.00%10.63%
Last Bear Market0.00%-12.05%

Annual Total Return (%) History

Year
CLTAXCategory
2022
N/AN/A
2021
17.83%N/A
2020
27.83%9.83%
2019
2.77%14.61%
2018
-4.96%-7.70%
2017
16.70%12.63%
2016
11.39%5.99%
2015
-3.34%-5.93%
2014
11.54%2.41%
2013
38.45%8.62%
2012
N/A9.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-10.79%-14.23%N/AN/A
20216.17%5.26%0.63%4.77%
2020-12.42%14.51%11.01%14.82%
20190.13%2.19%0.78%-0.35%
20180.18%4.06%8.22%-15.76%
20175.66%-1.59%3.30%8.65%
20163.46%-3.34%4.30%6.79%
20152.74%-4.93%-5.74%4.99%
20140.86%3.13%0.90%6.28%
201310.23%5.12%5.69%13.05%
20122.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD28
1-Month50
3-Month53
1-Year14
3-Year23
5-Year11

Load Adjusted Returns

1-Year34.26%
3-Year8.05%
5-Year11.32%
10-YearN/A
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