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Catalyst/CIFC Senior Secured Income A (CFRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.290.00 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.45%
5-year average return4.72%
Number of years up9
Number of years down2
Best 1-yr total return (7 May 2024)13.12%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return13.12%
Worst 3-yr total return1.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFRAXCategory
YTD3.04%2.87%
1-month0.63%0.37%
3-month2.39%1.35%
1-year11.60%10.15%
3-year5.07%3.23%
5-year4.67%3.90%
10-year3.89%3.49%
Last bull market5.61%7.61%
Last bear market-4.96%-3.97%

Annual total return (%) history

Year
CFRAXCategory
2024
N/AN/A
2023
13.12%N/A
2022
-2.59%N/A
2021
3.84%N/A
2020
3.00%1.16%
2019
9.76%7.45%
2018
0.46%-0.26%
2017
6.85%3.48%
2016
9.61%9.25%
2015
-5.40%-1.25%
2014
0.50%0.57%
2013
8.81%5.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.40%N/AN/AN/A
20233.53%2.52%3.36%3.11%
2022-0.31%-4.96%0.37%2.44%
20211.15%1.21%0.86%0.56%
2020-11.08%9.41%2.46%3.33%
20194.32%1.75%1.24%2.14%
20181.99%0.31%1.36%-3.12%
20171.88%-0.22%1.98%3.08%
2016-1.82%4.78%4.04%2.41%
20151.96%0.95%-2.51%-5.73%
20141.72%1.58%-1.06%-1.69%
20133.74%-0.14%2.30%2.68%

Rank in category (by total return)

YTD26
1-month20
3-month21
1-year29
3-year39
5-year20

Load adjusted returns

1-year6.30%
3-year3.38%
5-year3.65%
10-year3.38%