Nasdaq - Delayed Quote USD

Catalyst/SMH High Income C (HIICX)

3.7600 0.0000 (0.00%)
As of 8:05 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.20%
5y Average Return 4.84%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Nov 6, 2024) 52.57%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 52.57%
Worst 3Y Total Return -15.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HIICX
Category
YTD
6.62%
3.62%
1-Month
-0.05%
1.08%
3-Month
1.81%
2.50%
1-Year
16.39%
14.69%
3-Year
1.79%
6.16%
5-Year
4.73%
6.21%
10-Year
2.24%
5.48%
Last Bull Market
11.45%
11.96%
Last Bear Market
-13.61%
-7.27%

Annual Total Return (%) History

Year
HIICX
Category
2024
--
--
2023
15.51%
--
2022
-14.11%
--
2021
7.20%
--
2020
9.43%
4.91%
2019
7.26%
12.62%
2018
-2.20%
-2.59%
2017
9.04%
6.47%

2016
37.50%
13.30%
2015
-28.32%
-4.01%
2014
-16.45%
1.11%
2013
2.23%
6.90%
2012
8.36%
14.67%
2011
-0.73%
2.83%
2010
16.97%
14.24%
2009
52.57%
46.70%
2008
--
-26.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.10% 0.74% 3.72% --
2023 2.58% 2.71% 1.57% 7.94%
2022 -4.26% -13.61% 0.38% 3.45%
2021 3.75% 4.11% -0.95% 0.19%
2020 -12.46% 8.63% 7.35% 7.19%
2019 4.72% -0.34% 0.60% 2.16%
2018 1.12% -0.39% 2.10% -4.90%
2017 3.13% 0.22% 3.67% 1.76%
2016 7.44% 12.69% 7.47% 5.67%
2015 4.28% -7.18% -20.54% -6.80%

2014 0.22% 0.61% -6.91% -10.99%
2013 2.47% -0.93% 1.34% -0.62%
2012 6.74% -0.34% -0.07% 1.93%
2011 3.37% -1.07% -7.90% 5.40%
2010 5.04% -0.78% 7.80% 4.12%
2009 1.70% 27.01% 11.77% 5.68%
2008 -13.28% -18.93% -- --

Rank in Category (By Total Return)

YTD 58
1-Month 20
3-Month 83
1-Year 22
3-Year 82
5-Year 21

Load Adjusted Returns

1-Year 16.39%
3-Year 1.79%
5-Year 4.73%
10-Year 2.24%

Performance & Risk

YTD Return 7.20%
5y Average Return 4.84%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Catalyst Mutual Funds
Net Assets 16.33M
YTD Return 6.62%
Yield 6.05%
Morningstar Rating
Inception Date May 21, 2008

Fund Summary

The fund invests in a non-diversified group of low-quality, high yield corporate bonds and convertible securities. It may invest without limitation in non-investment grade corporate bonds rated Baa or lower by Moody's or BBB or lower by S&P (also known as "junk" bonds). The fund may also invest in corporate issues that have defaulted. While there are no restrictions on maturity, the bonds in the fund's portfolio generally have an average maturity of less than ten years. It is non-diversified.

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