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Catalyst Insider Income C (IIXCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.11-0.01 (-0.11%)
At close: 05:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.22%
5-year average return2.10%
Number of years up7
Number of years down2
Best 1-yr total return (19 May 2024)8.15%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return8.15%
Worst 3-yr total return-0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIIXCXCategory
YTD2.21%0.44%
1-month0.01%0.02%
3-month1.63%0.56%
1-year8.10%2.65%
3-year0.34%3.38%
5-year1.92%2.40%
10-year0.00%2.01%
Last bull market5.23%2.63%
Last bear market-5.88%-0.33%

Annual total return (%) history

Year
IIXCXCategory
2024
N/AN/A
2023
8.15%N/A
2022
-8.77%N/A
2021
1.09%N/A
2020
5.66%3.81%
2019
4.64%4.72%
2018
2.17%0.92%
2017
1.07%1.73%
2016
5.19%2.08%
2015
-1.16%0.19%
2014
N/A1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.20%N/AN/AN/A
20231.83%2.26%1.76%2.06%
2022-2.88%-5.88%-0.54%0.36%
20210.50%0.78%0.26%-0.45%
2020-5.48%6.33%2.69%2.38%
20192.22%1.02%0.32%1.01%
20180.94%0.97%1.07%-0.82%
20170.05%0.32%0.83%-0.13%
20161.29%1.76%1.02%1.02%
20152.93%2.21%-1.91%-4.22%
2014-3.85%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month7
3-month3
1-year2
3-year45
5-year23

Load adjusted returns

1-year8.10%
3-year0.34%
5-year1.92%
10-yearN/A