Back to top
more

Catalyst/millburn Hedge Strategy Fund Class I: (MF: MBXIX)

(NASDAQ Mutual Funds) As of May 15, 2026 06:33 PM ET

$46.23 USD

+0.39 (0.85%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 13.40 2
3 months 9.01 1
6 months 14.47 3
1 Year 24.73 33
3 Year 11.92 57
5 Year 8.23 26
10 Year 8.94 37

* 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 16.78
5 Year 8.66
10 Year 8.41
Since Inception 9.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 9.92 NA NA NA
2025 -1.77 2.33 1.94 1.83
2024 10.00 3.86 -5.11 4.69
2023 -4.43 2.75 7.16 -5.63
2022 4.22 -1.24 3.24 1.36
2021 7.43 9.47 -6.26 6.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.404.3513.49-0.697.7216.89-0.4913.84-2.1513.9717.99
% Total Return Rel to Index 14.25-13.86-11.52-26.9325.92-11.78-18.89-17.642.23-7.816.05
% Total Return Rel to Peer 10.46-10.153.58-13.8520.685.38-11.17-3.354.340.5111.71
% Perf Quintile vs Peer* 1.005.002.005.001.002.005.004.001.003.001.00
% Dividends 0.000.000.720.641.500.001.321.680.530.000.54
% Yield 0.000.001.760.003.800.004.034.891.640.001.80
Capital Gains ($) 0.000.000.290.141.290.000.000.000.471.060.00
Expense Ratio 0.001.921.941.921.951.971.941.931.891.881.83

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