IIXCX Performance — Catalyst Insider Income Fund, Class C
Data updated: 2026-09-11
IIXCX returned +0.95% year to date and +2.90% over one year to Jun 2026. Annualised returns are +5.38% over 3 years and +2.10% over 5 years. The fund trailed its Short-Term Corporate Bond category average: $100 invested three years ago grew to $117, against $121 for the category, and to $103 over one year, against $105. Volatility over the past three years was 2.10% a year. In the 12 months to Jun 2026 the fund took in a net $12.7M, and assets reached $66.98M.
IIXCX Growth of $100
What $100 invested in Catalyst Insider Income Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Corporate Bond category average over the same months.
| Period | IIXCX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $103 | $105 |
| 3 years (Jul 2023 – Jun 2026) | $117 | $121 |
| 5 years (Jul 2021 – Jun 2026) | $111 | $117 |
| Since data start (Jul 2019 – Jun 2026) | $120 | $128 |
IIXCX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.95% |
| 1 year | +2.90% |
| 3 years (annualised) | +5.38% |
| 5 years (annualised) | +2.10% |
IIXCX Annual Returns
Calendar-year total returns of Catalyst Insider Income Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +0.95% |
| 2025 | +4.45% |
| 2024 | +6.83% |
| 2023 | +8.17% |
| 2022 | −8.77% |
| 2021 | +1.10% |
| 2020 | +5.67% |
| 2019 (Jul–Dec) | +1.33% |
IIXCX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.3% | 0.0% | −0.5% | +0.7% | +0.1% | +0.3% | — | — | — | — | — | — |
| 2025 | +1.0% | +0.3% | +0.2% | +0.1% | +0.4% | +0.6% | +0.2% | +0.2% | +0.3% | +0.2% | +0.7% | +0.4% |
| 2024 | +0.6% | +0.7% | +1.0% | 0.0% | +0.9% | 0.0% | +0.7% | +0.2% | +0.7% | +0.5% | +1.5% | 0.0% |
| 2023 | +3.9% | −0.1% | −1.8% | +0.4% | −0.6% | +2.4% | +2.3% | −0.2% | −0.2% | −0.9% | +1.1% | +1.8% |
| 2022 | −1.1% | −0.9% | −1.0% | −2.9% | +0.7% | −3.8% | +2.2% | +0.7% | −3.3% | +0.2% | +0.1% | 0.0% |
| 2021 | +0.5% | +0.3% | −0.4% | +0.4% | 0.0% | +0.3% | +0.2% | +0.2% | −0.2% | 0.0% | −0.5% | 0.0% |
| 2020 | +0.4% | −0.4% | −5.5% | +3.0% | +1.5% | +1.7% | +2.1% | +0.7% | −0.2% | 0.0% | +1.3% | +1.1% |
| 2019 | — | — | — | — | — | — | +0.1% | +0.2% | −0.1% | +0.3% | 0.0% | +0.8% |
IIXCX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 2.10%
- 3-year Sharpe ratio: 0.42 (vs 4.5% risk-free rate)
- Best month: +2.26% (Jul 2023)
- Worst month: −0.88% (Oct 2023)
IIXCX Fund Flows
Monthly money in and out of Catalyst Insider Income Fund, from SEC Form N-PORT.
- 12-month net flow: $12.7M
- 12-month gross sales (incl. reinvestments): $31.2M
- Sales ÷ redemptions: 1.68×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.7M | $1.8M | −$71K |
| May 2026 | $2.4M | $959K | $1.5M |
| Apr 2026 | $983K | $1.6M | −$652K |
| Mar 2026 | $3.7M | $1.8M | $1.9M |
| Feb 2026 | $1.6M | $1.3M | $369K |
| Jan 2026 | $2.4M | $2.0M | $385K |
| Dec 2025 | $4.2M | $1.2M | $2.9M |
| Nov 2025 | $2.1M | $1.9M | $221K |
| Oct 2025 | $3.4M | $1.3M | $2.1M |
| Sep 2025 | $2.7M | $2.3M | $365K |
| Aug 2025 | $3.1M | $1.3M | $1.9M |
| Jul 2025 | $2.9M | $1.1M | $1.8M |
IIXCX Assets Under Management
Net assets of Catalyst Insider Income Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $66.98M |
| 2026-03-31 | $66.06M |
| 2025-12-31 | $64.03M |
| 2025-09-30 | $58.70M |
| 2025-06-30 | $54.79M |
| 2025-03-31 | $53.27M |
| 2024-12-31 | $54.38M |
| 2024-09-30 | $55.59M |
| 2024-06-30 | $55.49M |
| 2024-03-31 | $55.92M |
| 2023-12-31 | $58.51M |
| 2023-09-30 | $63.00M |
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.