CLTCX
Catalyst/Lyons Tactical Allocation-C
$14.58
-0.08 (-0.55%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 36.425M |
| 52 Week High | 15.22 |
| 52 Week Low | 12.359 |
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Key Data
| Symbol | CLTCX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 14.58 |
| Price Yesterday | 14.66 |
| Market Cap | 36.43 |
| YTD Return | 4.29% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0228 |
Overview
| 52 Week High | 15.22 |
|---|---|
| 52 Week Low | 12.36 |
| Market Cap | 36.43M |
| Shares Outstanding | 2.50M |
| Income Dividend Yield | 0.24% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.24% |
Returns Annualized
| One Day | -74.85% |
|---|---|
| Five Days | -3.40% |
| One Months | 9.07% |
| Three Months | -9.20% |
| Six Months | 10.69% |
| Nine Months | 20.24% |
| One Year | 9.91% |
| Three Years | -4.12% |
| Five Years | 5.02% |
| Ten Years | 4.87% |
| YTD | 8.50% |
| Since Inception | 7.65% |
Returns Total
| One Day | -0.55% |
|---|---|
| Five Days | -0.07% |
| One Month | 0.69% |
| Three Months | -2.34% |
| Six Months | 5.12% |
| Nine Months | 14.64% |
| One Year | 9.90% |
| Three Years | -11.81% |
| Five Years | 27.67% |
| Ten Years | 60.71% |
| YTD | 4.29% |
| Since Inception | 141.79% |
Yearly Returns
| 2024 | 4.29% |
|---|---|
| 2023 | 9.32% |
| 2022 | -24.97% |
| 2021 | 16.94% |
| 2020 | 26.87% |
| 2019 | 2.02% |
| 2018 | -5.70% |
| 2017 | 15.90% |
| 2016 | 10.55% |
| 2015 | -4.10% |
Risk against SP-DA
| Alpha | -11.39% |
|---|---|
| Beta | 0.68 |
| Correlation | 81.18% |
| Downside Deviation | 2.76% |
| Coefficient of determination | 65.90% |
| Standard Deviation | 2.70% |
| Sharpe Ratio | -2.01 |
| Sortino | -6.81 |
| Treynor | 6.64 |
| Ulcer Index | 3.67 |
| Ulcer Performance Index | -5.12 |