October seems like a world away, given the events of this month. Nevertheless, funds generally performed well across the board. Stocks and bond prices behaved more traditionally, and volatility was generally down over the month. Commodities were mixed but provided some opportunities for trend followers. (Hey everyone, good news, coffee futures were down almost 20%!). Keep an eye out for our November update in the next few weeks, which should be interesting.
| Name | Ticker | Month to Date | Year to Date | Assets Under Management |
|---|---|---|---|---|
| Hedged Equity | ||||
| Catalyst Buffered Shield Fund I | SHIIX | 0.73% | -18.98% | $4,221,562 |
| Rational Equity Armor Fund Instl | HDCTX | 6.44% | -6.96% | $70,166,387 |
| EAVOL NASDAQ-100 Volatil Overlay Risk A | CLPAX | 0.76% | -26.77% | $13,189,860 |
| Equities + Managed Futures | ||||
| Catalyst/Millburn Hedge Strategy I | MBXIX | 5.41% | 12.02% | $5,592,691,235 |
| Standpoint Multi-Asset Institutional | BLNDX | 2.68% | 6.08% | $543,134,537 |
| Active Fixed Income | ||||
| Catalyst Multi-Strategy I | ACXIX | 1.77% | -4.04% | $5,598,429 |
| All Weather / Multi-Strat | ||||
| Rational/ReSolve Adaptive Asset Allc I | RDMIX | 1.90% | 1.37% | $197,277,782 |
| Astor Macro Alternative I | GBLMX | -0.58% | -2.20% | $30,694,752 |
| Catalyst/Millburn Dynamic Cmdty Stgy I | DCXIX | 3.41% | 18.23% | $19,261,741 |
| Options | ||||
| Catalyst/Warrington Strategic Program A | CWXAX | 0.00% | 5.28% | $115,161,727 |
| AlphaCentric Premium Opportunity A | HMXAX | 2.97% | -10.49% | $120,791,071 |
| Rational Tactical Return Instl | HRSTX | -0.12% | -0.76% | $250,795,516 |
| Commodities | ||||
| SilverPepper Cmdty Strats Glb Macro Inst | SPCIX | -2.36% | 4.45% | $182,267,968 |
| Direxion Auspice Broad Commodity Strategy | COM (ETF) | 0.10% | 7.59% | $297,287,806 |
| SDCI USCF SummerHaven Dynamic Commodity | SDCI (ETF) | 3.87% | 24.32% | $9,981,225 |
| Managed Futures | ||||
| AXS Chesapeake Strategy I | EQCHX | 0.15% | 26.04% | $63,321,979 |