CLTCX
Catalyst/Lyons Tactical Allocation-C
$14.48
-0.05 (-0.34%)
Currency in USD / Last Updated: 4/25/2024
| Category | Tactical |
|---|---|
| Market Cap | 36.129M |
| 52 Week High | 15.22 |
| 52 Week Low | 12.359 |
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Key Data
| Symbol | CLTCX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 14.48 |
| Price Yesterday | 14.53 |
| Market Cap | 36.13 |
| YTD Return | 3.58% |
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 | 36.13M |
| 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 | -58.09% |
|---|---|
| Five Days | 41.85% |
| One Months | -37.22% |
| Three Months | 10.92% |
| Six Months | 37.66% |
| Nine Months | 9.15% |
| One Year | 11.25% |
| Three Years | -3.48% |
| Five Years | 5.24% |
| Ten Years | 5.17% |
| YTD | 11.72% |
| Since Inception | 7.72% |
Returns Total
| One Day | -0.34% |
|---|---|
| Five Days | 0.70% |
| One Month | -3.98% |
| Three Months | 2.62% |
| Six Months | 17.16% |
| Nine Months | 6.82% |
| One Year | 11.24% |
| Three Years | -10.07% |
| Five Years | 29.03% |
| Ten Years | 65.39% |
| YTD | 3.58% |
| Since Inception | 140.09% |
Yearly Returns
| 2024 | 3.58% |
|---|---|
| 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 | -8.39% |
|---|---|
| Beta | 0.69 |
| Correlation | 90.94% |
| Downside Deviation | 2.39% |
| Coefficient of determination | 82.70% |
| Standard Deviation | 2.59% |
| Sharpe Ratio | -1.64 |
| Sortino | -6.16 |
| Treynor | 8.47 |
| Ulcer Index | 3.19 |
| Ulcer Performance Index | -4.61 |