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Catalyst Nasdaq-100 Hedged Equity Fund Class A: (MF: CLPAX)

(NASDAQ Mutual Funds) As of Jun 5, 2026 05:55 PM ET

$15.10 USD

-0.60 (-3.82%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.53 23
3 months 5.43 4
6 months 1.09 96
1 Year 27.13 23
3 Year 16.92 22
5 Year 7.09 40
10 Year 7.16 58

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 9.52
5 Year 4.01
10 Year 4.88
Since Inception 4.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.01 NA NA NA
2025 -8.79 16.10 5.78 0.34
2024 2.55 4.40 1.51 2.51
2023 15.29 10.65 -3.54 10.45
2022 -6.59 -19.32 -3.54 -4.45
2021 -2.39 6.52 1.70 6.95

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.5312.3911.4235.92-30.5513.105.2919.42-3.658.191.32
% Total Return Rel to Index -1.67-5.82-13.599.67-12.34-15.58-13.10-12.060.74-13.59-10.61
% Total Return Rel to Peer -5.47-2.111.5022.76-17.581.59-5.392.222.84-5.26-4.94
% Perf Quintile vs Peer* 5.004.003.001.005.003.005.003.001.005.005.00
% Dividends 0.000.000.000.000.000.000.000.110.020.000.00
% Yield 0.000.000.000.000.000.000.000.970.280.010.00
Capital Gains ($) 0.001.230.000.000.230.040.060.470.000.000.00
Expense Ratio 0.001.811.841.781.741.721.631.601.510.001.51

* 1 = Top 20%, 5 = Bottom 20%