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
CWXCX (Catalyst/Warrington Strategic Program Fund Class C) 4.05% 3.81% 3.78% 4.12% -0.74% NA NA
Data as of 06/09/2026, Common starting date is 09/04/2013
More Performance Analytics Comparison
Name Start Date End Date
CWXCX (Catalyst/Warrington Strategic Program Fund Class C) 09/04/2013 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 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -0.23 3.81 3.78 4.12 -0.74 NA NA 4.05 0.95 1.82 3.41 5.26 6.12 3.81 -5.85 -2.84 -23.37 5.07 6.89 5.26 -3.00
Sharpe Ratio NA 0.16 0.10 0.36 -0.35 NA NA 0.62 -0.59 -2.51 -0.36 1.60 1.20 0.60 -1.02 -0.52 -1.93 0.42 1.80 0.66 -0.54
Standard Deviation(%) NA 8.25 5.10 4.46 7.29 NA NA 12.03 3.29 1.90 2.37 2.44 5.06 5.91 7.09 8.07 12.45 11.49 3.81 7.91 16.70
Draw Down(%) NA 7.58 7.58 7.58 38.64 NA NA 7.58 3.69 0.76 1.09 0.74 2.77 6.78 8.05 6.11 25.72 12.38 1.64 8.73 7.17
Yield(%) 0.00 1.90 1.42 0.93 1.30 1.11 0.83 0.63 1.30 2.17 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10.13 1.34 1.03 0.00
Data as of 06/09/2026, Common starting date is 09/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWXCX (Catalyst/Warrington Strategic Program Fund Class C) -11.99%
Jan 2017 – Jan 2020
-6.88%
Aug 2016 – Aug 2021
-1.22%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWXCX (Catalyst/Warrington Strategic Program Fund Class C) 7.93%
Nov 2013 – Nov 2016
4.35%
Jan 2020 – Jan 2025
0.17%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return