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Catalyst Insider Income A (IIXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.100.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.41%
5-year average return2.82%
Number of years up7
Number of years down2
Best 1-yr total return (19 May 2024)8.95%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return8.95%
Worst 3-yr total return-0.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIIXAXCategory
YTD2.47%0.44%
1-month0.08%0.02%
3-month1.82%0.56%
1-year8.92%2.65%
3-year1.09%3.38%
5-year2.67%2.40%
10-year0.00%2.01%
Last bull market5.55%2.63%
Last bear market-5.71%-0.33%

Annual total return (%) history

Year
IIXAXCategory
2024
N/AN/A
2023
8.95%N/A
2022
-8.10%N/A
2021
1.85%N/A
2020
6.35%3.81%
2019
5.46%4.72%
2018
2.64%0.92%
2017
1.88%1.73%
2016
6.15%2.08%
2015
-0.66%0.19%
2014
N/A1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.39%N/AN/AN/A
20232.01%2.45%1.95%2.25%
2022-2.71%-5.71%-0.36%0.54%
20210.69%0.97%0.45%-0.26%
2020-5.38%6.63%2.89%2.45%
20192.40%1.16%0.61%1.19%
20180.93%1.23%1.13%-0.67%
20170.23%0.56%1.01%0.07%
20161.61%1.94%1.25%1.21%
20153.13%2.29%-1.76%-4.16%
2014-3.63%N/AN/AN/A

Rank in category (by total return)

YTD3
1-month6
3-month2
1-year2
3-year16
5-year7

Load adjusted returns

1-year3.75%
3-year-0.54%
5-year1.68%
10-yearN/A