Nasdaq - Delayed Quote • USD
Catalyst/Millburn Hedge Strategy A (MBXAX)
As of 8:05 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 | 17.76% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 11.70% |
| 5y Average Return | 7.40% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MBXAX | Category Average | MBXAX | Category Average | MBXAX | Category Average | |
| Alpha | 5.36 | -0 | 1.71 | -0.01 | -- | -0 |
| BETA | 0.07 | 0 | 0.47 | 0 | -- | 0 |
| Mean Annual Return | 0.72 | 0 | 0.7 | 0 | -- | 0 |
| R-squared | 1 | 0.45 | 30.77 | 0.42 | -- | 0.48 |
| Standard Deviation | 11.35 | 0.08 | 14.84 | 0.07 | -- | 0.06 |
| Sharpe Ratio | 0.5 | 0 | 0.42 | 0 | -- | 0 |
| Treynor Ratio | 77.86 | 0.23 | 11.6 | 0.09 | -- | 0.05 |
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