BUYCX Performance — Catalyst Pivotal Growth Fund, Class C
Data updated: 2022-11-28
BUYCX returned −46.46% over one year to Sep 2022. The annualised 3-year return is −14.72%. The fund trailed its US Blend category average: $100 invested three years ago grew to $62, against $103 for the category, and to $54 over one year, against $85. Volatility over the past three years was 24.96% a year. In the 12 months to Sep 2022 the fund took in a net $4.3M, and assets reached $3.64M.
BUYCX Growth of $100
What $100 invested in Catalyst Pivotal Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Blend category average over the same months.
| Period | BUYCX | Category average |
|---|---|---|
| 1 year (Oct 2021 – Sep 2022) | $54 | $85 |
| 3 years (Oct 2019 – Sep 2022) | $62 | $103 |
| Since data start (Jul 2019 – Sep 2022) | $60 | $104 |
BUYCX Trailing Returns
Total returns to Sep 2022, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | −46.46% |
| 3 years (annualised) | −14.72% |
BUYCX Annual Returns
Calendar-year total returns of Catalyst Pivotal Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2022 (Jan–Sep) | −43.97% |
| 2021 | +2.16% |
| 2020 | +1.38% |
| 2019 (Jul–Dec) | +3.25% |
BUYCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | −12.5% | −3.7% | +0.2% | −17.3% | −2.9% | −10.4% | +10.8% | −5.1% | −12.2% | — | — | — |
| 2021 | −1.4% | +0.6% | +3.8% | +5.2% | +0.4% | +4.8% | +0.6% | +1.3% | −8.1% | +5.3% | −5.2% | −4.2% |
| 2020 | −1.4% | −9.2% | −19.5% | +9.2% | +4.9% | +0.3% | +5.4% | +5.2% | −2.3% | −1.8% | +9.2% | +5.4% |
| 2019 | — | — | — | — | — | — | +1.1% | −4.7% | +0.3% | +1.2% | +2.9% | +2.6% |
BUYCX Risk
Risk measures from monthly returns over Oct 2019 – Sep 2022.
- 3-year volatility (annualised): 24.96%
- 3-year Sharpe ratio: -0.77 (vs 4.5% risk-free rate)
- Best month: +10.76% (Jul 2022)
- Worst month: −19.53% (Mar 2020)
BUYCX Fund Flows
Monthly money in and out of Catalyst Pivotal Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $4.3M
- 12-month gross sales (incl. reinvestments): $1.1M
- Sales ÷ redemptions: -0.36×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Sep 2022 | $84K | −$153K | $237K |
| Aug 2022 | $109K | −$162K | $271K |
| Jul 2022 | $99K | −$142K | $241K |
| Jun 2022 | $163K | −$104K | $268K |
| May 2022 | $91K | −$947K | $1.0M |
| Apr 2022 | $97K | −$604K | $702K |
| Mar 2022 | $83K | −$116K | $200K |
| Feb 2022 | $39K | −$130K | $169K |
| Jan 2022 | $34K | −$222K | $256K |
| Dec 2021 | $307K | −$205K | $512K |
| Nov 2021 | $18K | −$233K | $251K |
| Oct 2021 | $24K | −$177K | $201K |
BUYCX Assets Under Management
Net assets of Catalyst Pivotal Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2022-09-30 | $3.64M |
| 2022-06-30 | $4.08M |
| 2022-03-31 | $7.24M |
| 2021-12-31 | $8.92M |
| 2021-09-30 | $9.86M |
| 2021-06-30 | $10.82M |
| 2021-03-31 | $9.87M |
| 2020-12-31 | $10.55M |
| 2020-09-30 | $10.59M |
| 2020-06-30 | $14.23M |
| 2020-03-31 | $14.19M |
| 2019-12-31 | $23.48M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.