Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CFRFX (Catalyst/Cifc Floating Rate Income Fund Class C-1) 0.17% 3.60% 7.12% NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/01/2022
More Performance Analytics Comparison
Name Start Date End Date
CFRFX (Catalyst/Cifc Floating Rate Income Fund Class C-1) 11/01/2022 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -0.33 3.60 7.12 NA NA NA NA 0.17 5.19 8.38 12.26 1.52
Sharpe Ratio NA 0.48 1.64 NA NA NA NA -0.74 0.93 1.96 3.02 2.39
Standard Deviation(%) NA 2.21 2.50 NA NA NA NA 2.53 2.48 2.42 2.88 2.80
Draw Down(%) NA 2.37 2.54 NA NA NA NA 2.37 2.54 0.76 1.74 0.56
Yield(%) 0.00 5.57 6.93 5.10 2.55 1.70 1.27 2.11 5.76 7.71 8.04 1.17
Data as of 06/09/2026, Common starting date is 11/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFRFX (Catalyst/Cifc Floating Rate Income Fund Class C-1) 6.75%
Feb 2023 – Feb 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFRFX (Catalyst/Cifc Floating Rate Income Fund Class C-1) 8.57%
Dec 2022 – Dec 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return