Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRIFX (CATALYST/SMH TOTAL RETURN INCOME FUND) | 4.49% | 14.67% | 10.74% | 4.67% | 8.84% | 4.30% | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIFX (CATALYST/SMH TOTAL RETURN INCOME FUND) | 05/27/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 14.67 | 10.74 | 4.67 | 8.84 | 4.30 | NA | … | … | 4.49 | 5.99 | 10.69 | 14.53 | -12.50 | 24.48 | 5.17 | 19.45 | -7.19 | 10.44 | 32.15 | -26.88 | -12.14 | 15.48 | 8.68 | -10.02 | 19.45 | 30.26 | -43.00 |
| Sharpe Ratio | NA | 1.20 | 0.77 | 0.22 | 0.62 | NA | NA | … | … | 0.68 | 0.22 | 1.08 | 1.34 | -1.09 | 2.69 | 0.21 | 2.35 | -1.08 | 1.56 | 2.58 | -2.22 | -1.39 | 1.66 | 1.02 | -0.56 | 1.88 | 1.79 | -1.80 |
| Standard Deviation(%) | NA | 11.91 | 10.53 | 10.76 | 11.82 | NA | NA | … | … | 12.23 | 14.01 | 6.53 | 8.18 | 12.88 | 9.10 | 23.82 | 7.64 | 8.00 | 6.28 | 12.40 | 12.11 | 8.73 | 9.32 | 8.55 | 17.85 | 10.28 | 16.82 | 34.01 |
| Draw Down(%) | NA | 7.33 | 15.66 | 20.78 | 35.43 | NA | NA | … | … | 7.22 | 15.66 | 4.22 | 7.59 | 19.95 | 5.23 | 35.43 | 4.48 | 14.10 | 4.43 | 13.57 | 32.02 | 18.89 | 7.55 | 7.99 | 23.68 | 9.70 | 24.38 | 52.55 |
| Yield(%) | 0.00 | 6.45 | 6.90 | 5.23 | 7.14 | 4.60 | 3.15 | … | … | 2.53 | 5.35 | 7.62 | 5.88 | 4.02 | 6.12 | 5.40 | 6.03 | 6.12 | 6.78 | 7.54 | 6.70 | 5.78 | 5.67 | 5.74 | 8.46 | 5.83 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIFX (CATALYST/SMH TOTAL RETURN INCOME FUND) |
-13.00%
Feb 2013 – Feb 2016 |
-8.39%
Feb 2011 – Feb 2016 |
-0.19%
Mar 2010 – Mar 2020 |
2.20%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIFX (CATALYST/SMH TOTAL RETURN INCOME FUND) |
21.00%
Feb 2009 – Feb 2012 |
16.42%
Feb 2009 – Feb 2014 |
10.66%
Jan 2016 – Jan 2026 |
7.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart