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
CWXAX (Catalyst/Warrington Strategic Program Fund Class A) 5.50% 5.65% 4.90% 5.10% 0.25% 2.47% 7.21%
Data as of 06/08/2026, Common starting date is 12/16/2005
More Performance Analytics Comparison
Name Start Date End Date
CWXAX (Catalyst/Warrington Strategic Program Fund Class A) 12/16/2005 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.85 5.65 4.90 5.10 0.25 2.47 7.21 5.50 2.47 2.63 4.03 6.06 7.07 4.43 -3.76 -2.12 -22.74 5.81 7.81 7.74 -3.33 10.86 16.43 10.20 12.44 50.24 4.30 52.51 3.19
Sharpe Ratio NA 0.26 0.26 0.54 -0.23 NA NA 0.72 -0.14 -0.51 0.17 1.95 1.38 0.71 -0.73 -0.44 -1.88 0.49 2.02 0.96 -0.25 2.72 1.78 1.27 1.28 2.57 0.04 1.96 8.29
Standard Deviation(%) NA 8.17 5.06 4.44 7.28 NA NA 11.89 3.08 1.94 2.29 2.38 5.11 5.90 7.17 8.03 12.50 11.42 3.85 8.01 13.40 4.01 9.22 7.98 9.65 19.08 27.72 25.12 16.60
Draw Down(%) NA 7.61 7.61 7.61 36.10 NA NA 7.61 3.34 0.57 0.79 0.59 2.61 6.71 7.46 5.98 25.21 12.19 1.71 8.66 11.14 0.64 4.73 4.16 6.23 0.00 23.39 11.44 0.00
Yield(%) 0.00 3.15 2.32 1.72 1.68 1.73 3.63 0.87 2.35 2.84 0.72 0.89 0.00 0.00 1.41 0.00 0.00 9.95 1.33 1.03 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 12/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWXAX (Catalyst/Warrington Strategic Program Fund Class A) -10.95%
Jan 2017 – Jan 2020
-5.91%
Aug 2016 – Aug 2021
-0.34%
Mar 2016 – Mar 2026
2.22%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWXAX (Catalyst/Warrington Strategic Program Fund Class A) 34.51%
Jan 2006 – Jan 2009
24.38%
Jan 2006 – Jan 2011
15.56%
Jan 2006 – Jan 2016
8.41%
Jan 2006 – Jan 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return