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Catalyst Insider Buying Fund Class A INSAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | INSAX | Replication |
|---|---|---|
| Annualized growth | 6.8% | 5.5% |
| Annualized volatility | 27.4% | 20.5% |
| Sharpe ratio | 0.38 | 0.37 |
| Maximum drawdown | 53.3% | 35.4% |
| Replication fit (R²) | 0.66 · Tracking error 15.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model INSAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 55.0% |
| VOT | Mid-Cap · Growth | 30.9% |
| MTUM | Factor · Momentum | 11.3% |
| EFG | Intl · Growth | 2.7% |