Friday, January 15, 2016

Catalyst Hedged Futures Strategy Fund (Possible Long Term Hold)


Below is a chart illustrating both monthly and annual returns for our position in HFXAX. Study it carefully. Determine if you would be willing to hold this long term.


From 2011 to 2015 it had only one down year and in that year it declined less that 3%. This is very low volatility fund that is very uncorrelated to the daily moves in the stock market. I think it is a very good choice for these volatile times.

Return by Year:

2015    7.2%
2014    8.01%
2013  -2.86%
2012   10.39%
2011    15.64% 



Catalyst Hedged Futures Strategy Fund

HFXAX -  Monthly & Yearly Total Returns
Monthly Returns
http://performance.morningstar.com/Performance/static/common/img/acc_open.gif
2015
December
-0.12
November
0.55
October
-0.63
September
0.46
August
1.1
July
0
June
0.28
May
1.12
April
0.75
March
0.38
February
-0.38
January
4.11
2015 Total Return
7.62
http://im.mstar.com/im/acc_open.gif
2014
December
2.7
November
-4.29
October
-4.2
September
1.39
August
-0.74
July
1.02
June
2.09
May
-0.28
April
0.19
March
0.96
February
1.65
January
7.52
2014 Total Return
8.01
http://im.mstar.com/im/acc_open.gif
2013
December
0.74
November
-2.56
October
0.93
September
-3.4
August
2.46
July
-2.3
June
2.67
May
-7.33
April
2.04
March
1.28
February
1.8
January
0.81
http://im.mstar.com/im/acc_open.gif
2013 Total Return
-2.86
http://im.mstar.com/im/acc_open.gifhttp://performance.morningstar.com/Performance/static/common/img/acc_open.gif
2012
December
1.23
November
1.03
October
1.36
September
1.06
August
1.83
July
-0.43
June
-0.21
May
1.63
April
-0.43
March
1.76
February
1.11
January
0.45
2012 Total Return
10.39
http://im.mstar.com/im/acc_open.gifhttp://performance.morningstar.com/Performance/static/common/img/acc_open.gif
2011
December
0.11
November
1.36
October
1.62
September
2.49
August
4.19
July
-1.34
June
1.11
May
1.88
April
2.57
March
4.29
February
-4.73
January
2.09
2011 Total Return
15.64






*Today's results*

On a day when the Dow Jones Industrial Average closed down nearly 400 points HFXAX managed to have a positive return for the day.

Catalyst Hedged Futures Strategy Fund Class A
HFXAX - Jan 15
+0.01 (+0.09%)











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