Catalystmap Global Equity Fund Manager Performance Evaluation
| CAXIX Fund | USD 17.45 0.04 0.23% |
The fund shows a Beta (market volatility) of 0.48, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Catalystmap Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalystmap Global is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Catalystmap Global Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 0.9600 |
Catalystmap |
Catalystmap Global Relative Risk vs. Return Landscape
If you would invest 1,935 in Catalystmap Global Equity on September 27, 2024 and sell it today you would lose (190.00) from holding Catalystmap Global Equity or give up 9.82% of portfolio value over 90 days. Catalystmap Global Equity is currently producing negative expected returns and takes up 0.9428% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Catalystmap, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalystmap Global Current Valuation
Fairly Valued
Today
Please note that Catalystmap Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Catalystmap Global Equity shows a prevailing Real Value of $17.67 per share. The current price of the fund is $17.45. We determine the value of Catalystmap Global Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Catalystmap Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalystmap Mutual Fund. However, Catalystmap Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.45 | Real 17.67 | Hype 17.45 | Naive 16.78 |
The intrinsic value of Catalystmap Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Catalystmap Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Catalystmap Global Equity helps investors to forecast how Catalystmap mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Catalystmap Global more accurately as focusing exclusively on Catalystmap Global's fundamentals will not take into account other important factors: Catalystmap Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalystmap Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystmap Global Equity, and traders can use it to determine the average amount a Catalystmap Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1691
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CAXIX |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Catalystmap Global is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Catalystmap Global by adding Catalystmap Global to a well-diversified portfolio.
Catalystmap Global Fundamentals Growth
Catalystmap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalystmap Global, and Catalystmap Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Catalystmap Mutual Fund performance.
| Total Asset | 56.91 M | ||||
About Catalystmap Global Performance
Evaluating Catalystmap Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalystmap Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Catalystmap Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund primarily invests in equity securities of U.S. and foreign issuers. The allocation of its investments to U.S. and foreign issuers and among various levels of market capitalizations may vary substantially depending on various factors, including market conditions, but under normal conditions, at least 40 percent of the funds assets is invested in securities of issuers domiciled in at least 3 countries outside of the United States, and at least 80 percent of its net assets plus any borrowings for investment purposes are invested in equity securities. It may invest in companies of any market capitalization.Things to note about Catalystmap Global Equity performance evaluation
Checking the ongoing alerts about Catalystmap Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystmap Global Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Catalystmap Global generated a negative expected return over the last 90 days | |
| The fund holds about 7.26% of its assets under management (AUM) in cash |
- Analyzing Catalystmap Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Catalystmap Global's stock is overvalued or undervalued compared to its peers.
- Examining Catalystmap Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Catalystmap Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalystmap Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalystmap Global's mutual fund. These opinions can provide insight into Catalystmap Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalystmap Mutual Fund
Catalystmap Global financial ratios help investors to determine whether Catalystmap 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 Catalystmap with respect to the benefits of owning Catalystmap Global security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |