Catalyst Exceed Competition

CLPAX Fund

USD 13.33 0.19 1.41%

Catalyst Exceed Defined competes with Catalystsmh High, Catalystsmh High, Catalystsmh High, Catalyst Mlp, and Catalyst Mlp; as well as few others. The fund is listed under Options Trading category and is part of Catalyst Mutual Funds family. Analyzing Catalyst Exceed competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Catalyst Exceed to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Catalyst Exceed Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Catalyst Exceed competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
12.42	13.33	14.24

Details

Intrinsic

Valuation

Low	Real	High
11.45	12.36	14.66

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Catalyst Exceed. Your research has to be compared to or analyzed against Catalyst Exceed's peers to derive any actionable benefits. When done correctly, Catalyst Exceed's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Catalyst Exceed Defined.

Catalyst Exceed Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Catalyst Exceed and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Catalyst and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Catalyst Exceed Defined does not affect the price movement of the other competitor.

	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX	CFHCX
HIICX		0.96	0.97	0.89	0.89	0.89	-0.11	-0.17	-0.12	-0.29	HIICX
HIIFX	0.96		0.94	0.92	0.92	0.92	-0.09	-0.14	-0.09	-0.27	HIIFX
HIIIX	0.97	0.94		0.87	0.87	0.87	-0.27	-0.32	-0.27	-0.42	HIIIX
MLXCX	0.89	0.92	0.87		1.0	1.0	-0.12	-0.17	-0.12	-0.33	MLXCX
MLXAX	0.89	0.92	0.87	1.0		1.0	-0.12	-0.17	-0.12	-0.33	MLXAX
MLXIX	0.89	0.92	0.87	1.0	1.0		-0.12	-0.18	-0.12	-0.33	MLXIX
CWXIX	-0.11	-0.09	-0.27	-0.12	-0.12	-0.12		1.0	1.0	0.83	CWXIX
CWXCX	-0.17	-0.14	-0.32	-0.17	-0.17	-0.18	1.0		1.0	0.83	CWXCX
CWXAX	-0.12	-0.09	-0.27	-0.12	-0.12	-0.12	1.0	1.0		0.83	CWXAX
CFHCX	-0.29	-0.27	-0.42	-0.33	-0.33	-0.33	0.83	0.83	0.83		CFHCX
	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX	CFHCX

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High positive correlations

MLXAX	+ 1.0	MLXCX
MLXIX	+ 1.0	MLXCX
MLXIX	+ 1.0	MLXAX
CWXCX	+ 1.0	CWXIX
CWXAX	+ 1.0	CWXIX
CWXAX	+ 1.0	CWXCX

High negative correlations

CFHCX	- 0.42	HIIIX
CFHCX	- 0.33	MLXIX
CFHCX	- 0.33	MLXAX
CFHCX	- 0.33	MLXCX
CWXCX	- 0.32	HIIIX
CFHCX	- 0.29	HIICX

Risk-Adjusted Indicators

There is a big difference between Catalyst Mutual Fund performing well and Catalyst Exceed Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Catalyst Exceed's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
HIICX	0.16	0.00	(0.07)	(0.15)	0.17	(0.32)	0.27	(0.27)	1.34
HIIFX	0.18	0.00	(0.07)	(0.11)	0.19	(0.33)	0.53	(0.53)	1.08
HIIIX	0.16	0.01	(0.03)	1.65	0.11	(0.33)	0.27	(0.27)	1.34
MLXCX	0.92	0.15	0.10	0.48	1.12	(0.96)	1.92	(2.04)	6.54
MLXAX	0.92	0.15	0.11	0.48	1.11	(0.96)	1.95	(2.04)	6.49
MLXIX	0.92	0.15	0.11	0.49	1.11	(0.96)	1.94	(2.03)	6.53
CWXIX	0.11	(0.05)	0.00	(1.50)	0.00	0.00	0.11	(0.11)	3.06
CWXCX	0.10	(0.04)	0.00	(1.76)	0.00	0.00	0.12	(0.12)	2.44
CWXAX	0.10	(0.05)	0.00	(1.51)	0.00	0.00	0.11	(0.11)	2.92
CFHCX	0.61	(0.13)	0.00	(0.70)	0.00	0.00	1.10	(1.54)	4.80

Unable to evaluate fundamental data of [HIICX, HIIFX, HIIIX, MLXCX, MLXAX, MLXIX, CWXIX, CWXCX, CWXAX, CFHCX] at this time. Please try again later

All Fundamental Data

Catalyst Exceed Competitive Analysis

The better you understand Catalyst Exceed competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Catalyst Exceed's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Catalyst Exceed's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CLPAX	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX
	1.41 13.33 Catalyst	0.27 3.73 Catalystsmh	0.27 3.72 Catalystsmh	0.27 3.73 Catalystsmh	0.25 28.22 Catalyst	0.25 28.28 Catalyst	0.25 28.42 Catalyst	0.11 9.23 Catalystwarrington	0.12 8.46 Catalystwarrington	0.11 9.03 Catalystwarrington
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Modest	Insignificant	Insignificant	Modest	Good	Good	Good	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Cautious Hold	Cautious Hold	Hold	Strong Hold	Strong Hold	Strong Hold	Cautious Hold	Sell	Cautious Hold
Net Asset	13.16 M	13.62 M	13.62 M	13.62 M	237.86 M	237.86 M	237.86 M	118.63 M	118.63 M	118.63 M
Minimum Initial Investment	N/A	N/A	N/A	2.5 K	N/A	N/A	2.5 K	2.5 K	N/A	N/A
Price To Book	3.45	N/A	N/A	N/A	N/A	1.22	N/A	N/A	N/A	N/A
Five Year Return	4.89	4.52	5.33	5.59	15.36	16.27	16.52	5.18	4.12	4.9
One Year Return	13.84	8.18	9.03	9.58	41.98	43.04	43.39	3.39	2.3	3.2
Last Dividend Paid	N/A	0.01	0.01	0.01	0.1	0.11	0.11	N/A	N/A	N/A
Price To Earning	13.48	N/A	N/A	N/A	N/A	28.15	N/A	N/A	N/A	N/A
Price To Sales	1.2	N/A	N/A	N/A	N/A	0.71	N/A	N/A	N/A	N/A
Cash Position Weight	16.1	1.95	1.95	23.34	0.06	0.06	0.35	88.95	98.59	98.59
Equity Positions Weight	83.9	2.27	2.27	1.82	99.93	99.93	99.65	0.65	0.09	0.09
Three Year Return	3.15	2.7	3.4	3.75	28.08	29.05	29.35	4.42	3.39	4.14
Annual Yield	N/A	0.0019	0.0026	0.0059	0.0396	0.0453	0.047	0.0102	0.0102	0.0404
Year To Date Return	12.87	7.62	8.38	8.91	40.15	41.18	41.51	3.28	2.18	2.97
Bond Positions Weight	N/A	N/A	N/A	67.28	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	0.71	1.49	1.65	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	13.33	3.73	3.72	3.73	28.22	28.28	28.42	9.23	8.46	9.03
Period Momentum Indicator	(0.19)	0.01	(0.01)	0.01	(0.07)	(0.07)	(0.07)	(0.01)	(0.01)	(0.01)
Rate Of Daily Change	0.99	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	13.33	3.73	3.72	3.73	28.22	28.28	28.42	9.23	8.46	9.03
Price Action Indicator	(0.1)	0.005	(0.01)	0.005	(0.04)	(0.04)	(0.04)	(0.01)	(0.01)	(0.01)
Coefficient Of Variation	1113.77	2835.11	3032.17	1167.49	725.73	715.99	711.46	(955.42)	(988.34)	(1,016)
Mean Deviation	0.6636	0.1581	0.1825	0.1609	0.92	0.9191	0.9176	0.1078	0.0957	0.103
Jensen Alpha	0.0699	(0)	(0)	0.0106	0.1478	0.1497	0.1507	(0.05)	(0.04)	(0.05)
Total Risk Alpha	0.045	(0.01)	(0.01)	0.004	0.1216	0.1237	0.1246	(0.06)	(0.05)	(0.06)
Sortino Ratio	0.0483	(0.07)	(0.07)	(0.03)	0.1037	0.1056	0.1065	N/A	N/A	N/A
Downside Variance	0.964	0.1322	0.1298	0.1316	1.64	1.63	1.62	N/A	N/A	N/A
Standard Deviation	0.8871	0.2389	0.2576	0.2421	1.2	1.2	1.19	0.3799	0.2936	0.3638
Kurtosis	0.4779	1.42	(0.05)	1.49	0.8427	0.8203	0.8516	55.59	48.3	54.43
Potential Upside	1.62	0.2717	0.5305	0.2725	1.92	1.95	1.94	0.1055	0.116	0.1081
Treynor Ratio	(7.57)	(0.15)	(0.11)	1.65	0.4847	0.4839	0.488	(1.50)	(1.76)	(1.51)
Maximum Drawdown	4.4	1.34	1.08	1.34	6.54	6.49	6.53	3.06	2.44	2.92
Variance	0.787	0.0571	0.0663	0.0586	1.43	1.43	1.43	0.1443	0.0862	0.1323
Market Risk Adjusted Performance	(7.56)	(0.14)	(0.1)	1.66	0.4947	0.4939	0.498	(1.49)	(1.75)	(1.50)
Risk Adjusted Performance	0.0726	0.0048	0.0053	0.0454	0.1132	0.1147	0.1154	(0.09)	(0.1)	(0.09)
Skewness	(0.28)	(0.32)	(0.05)	0.2641	(0.36)	(0.37)	(0.37)	(7.01)	(6.17)	(6.86)
Semi Deviation	0.7795	0.1731	0.191	0.1083	1.12	1.11	1.11	N/A	N/A	N/A
Information Ratio	0.0535	(0.1)	(0.09)	(0.05)	0.1109	0.1127	0.1136	(0.19)	(0.21)	(0.19)
Value At Risk	(1.41)	(0.27)	(0.53)	(0.27)	(2.04)	(2.04)	(2.03)	(0.11)	(0.12)	(0.11)
Expected Short fall	(0.69)	(0.32)	(0.33)	(0.33)	(0.96)	(0.96)	(0.96)	N/A	N/A	N/A
Downside Deviation	0.9818	0.3636	0.3603	0.3627	1.28	1.28	1.27	N/A	N/A	N/A
Semi Variance	0.6077	0.0299	0.0365	0.0117	1.25	1.24	1.23	N/A	N/A	N/A

Catalyst Exceed Competition Performance Charts

Five steps to successful analysis of Catalyst Exceed Competition

Catalyst Exceed's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Catalyst Exceed Defined in relation to its competition. Catalyst Exceed's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Catalyst Exceed in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Catalyst Exceed's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Catalyst Exceed Defined, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Catalyst Exceed position

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Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 99 constituents at this time.

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Catalyst Exceed financial ratios help investors to determine whether Catalyst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalyst with respect to the benefits of owning Catalyst Exceed security.

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