Catalystprinceton Floating Rate Fund Manager Performance Evaluation
| CFRCX Fund | USD 9.28 0.01 0.11% |
The fund shows a Beta (market volatility) of -0.0047, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Catalystprinceton are expected to decrease at a much lower rate. During the bear market, Catalystprinceton is likely to outperform the market.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystprinceton Floating Rate are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Catalystprinceton is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.9200 |
Catalystprinceton |
Catalystprinceton Relative Risk vs. Return Landscape
If you would invest 910.00 in Catalystprinceton Floating Rate on September 12, 2024 and sell it today you would earn a total of 18.00 from holding Catalystprinceton Floating Rate or generate 1.98% return on investment over 90 days. Catalystprinceton Floating Rate is currently producing 0.0312% returns and takes up 0.1168% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Catalystprinceton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalystprinceton Current Valuation
Undervalued
Today
Please note that Catalystprinceton's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Catalystprinceton shows a prevailing Real Value of $10.09 per share. The current price of the fund is $9.28. We determine the value of Catalystprinceton 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 Catalystprinceton is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalystprinceton Mutual Fund. However, Catalystprinceton'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 9.28 | Real 10.09 | Hype 9.28 | Naive 9.27 |
The intrinsic value of Catalystprinceton'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 Catalystprinceton'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 Catalystprinceton Floating Rate helps investors to forecast how Catalystprinceton 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 Catalystprinceton more accurately as focusing exclusively on Catalystprinceton's fundamentals will not take into account other important factors: Catalystprinceton Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalystprinceton's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystprinceton Floating Rate, and traders can use it to determine the average amount a Catalystprinceton'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 = 0.2668
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CFRCX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Catalystprinceton is performing at about 21% of its full potential. 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 Catalystprinceton by adding it to a well-diversified portfolio.
Catalystprinceton Fundamentals Growth
Catalystprinceton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalystprinceton, and Catalystprinceton 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 Catalystprinceton Mutual Fund performance.
| Total Asset | 23.11 M | ||||
About Catalystprinceton Performance
Evaluating Catalystprinceton's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalystprinceton 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 Catalystprinceton 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in U.S. dollar denominated floating rate secured loans and other floating rate debt instruments, including floating rate bonds floating rate notes floating rate debentures tranches of floating rate asset-backed securities, including structured notes, made to, or issued by, U.S. and non-U.S. corporations or other business entities and other investment companies that invest primarily in floating rate assets.Things to note about Catalystprinceton performance evaluation
Checking the ongoing alerts about Catalystprinceton for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystprinceton help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 6.87% of its assets under management (AUM) in cash |
- Analyzing Catalystprinceton'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 Catalystprinceton's stock is overvalued or undervalued compared to its peers.
- Examining Catalystprinceton'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 Catalystprinceton's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalystprinceton's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalystprinceton's mutual fund. These opinions can provide insight into Catalystprinceton's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalystprinceton Mutual Fund
Catalystprinceton financial ratios help investors to determine whether Catalystprinceton 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 Catalystprinceton with respect to the benefits of owning Catalystprinceton security.
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