Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHINX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS C) | 2.96% | 10.79% | 10.81% | 4.19% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHINX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS C) | 09/06/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 10.79 | 10.81 | 4.19 | NA | NA | NA | … | … | 2.96 | 7.91 | 12.45 | 12.92 | -18.97 | 13.03 | 6.17 | 18.89 | -6.31 | 5.63 |
| Sharpe Ratio | NA | 1.70 | 0.96 | 0.21 | NA | NA | NA | … | … | 0.84 | 0.47 | 1.35 | 1.33 | -1.96 | 1.65 | 0.59 | 2.08 | -0.72 | 5.55 |
| Standard Deviation(%) | NA | 5.35 | 8.17 | 8.54 | NA | NA | NA | … | … | 6.51 | 10.86 | 6.53 | 7.03 | 10.44 | 7.88 | 9.94 | 8.36 | 10.78 | 3.25 |
| Draw Down(%) | NA | 4.44 | 11.41 | 20.77 | NA | NA | NA | … | … | 4.44 | 11.41 | 3.85 | 6.84 | 20.77 | 3.87 | 15.64 | 5.23 | 14.44 | 0.70 |
| Yield(%) | 0.00 | 2.16 | 2.14 | 4.14 | 4.79 | 3.19 | 2.39 | … | … | 0.00 | 2.20 | 2.18 | 1.67 | 0.01 | 16.98 | 1.53 | 6.13 | 8.14 | 13.49 |
Data as of 06/10/2026, Common starting date is 09/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHINX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS C) |
-0.93%
Dec 2019 – Dec 2022 |
1.24%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHINX (CATALYST/EXCEED DEFINED SHIELD FUND CATALYST/EXCEED DEFINED SHIELD FUND CLASS C) |
12.57%
Dec 2018 – Dec 2021 |
6.27%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart