Catalyst Exceed Defined Fund Manager Performance Evaluation
| CLPFX Fund | USD 13.36 0.14 1.06% |
The fund shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst Exceed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst Exceed is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Catalyst Exceed Defined are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Catalyst Exceed may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.6200 |
Catalyst |
Catalyst Exceed Relative Risk vs. Return Landscape
If you would invest 1,252 in Catalyst Exceed Defined on September 4, 2024 and sell it today you would earn a total of 84.00 from holding Catalyst Exceed Defined or generate 6.71% return on investment over 90 days. Catalyst Exceed Defined is currently producing 0.1044% returns and takes up 0.7613% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Catalyst, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst Exceed Current Valuation
Fairly Valued
Today
Please note that Catalyst Exceed's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Catalyst Exceed Defined shows a prevailing Real Value of $13.13 per share. The current price of the fund is $13.36. We determine the value of Catalyst Exceed Defined 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 Catalyst Exceed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst Mutual Fund. However, Catalyst Exceed'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 13.36 | Real 13.13 | Hype 13.22 | Naive 13.19 |
The intrinsic value of Catalyst Exceed'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 Catalyst Exceed'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 Catalyst Exceed Defined helps investors to forecast how Catalyst 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 Catalyst Exceed more accurately as focusing exclusively on Catalyst Exceed's fundamentals will not take into account other important factors: Catalyst Exceed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst Exceed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalyst Exceed Defined, and traders can use it to determine the average amount a Catalyst Exceed'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 = 0.1371
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CLPFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Catalyst Exceed is performing at about 10% 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 Catalyst Exceed by adding it to a well-diversified portfolio.
Catalyst Exceed Fundamentals Growth
Catalyst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst Exceed, and Catalyst Exceed 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 Catalyst Mutual Fund performance.
| Price To Earning | 13.52 X | ||||
| Price To Book | 3.63 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 11.16 M | ||||
About Catalyst Exceed Performance
Evaluating Catalyst Exceed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst Exceed 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 Catalyst Exceed 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 circumstances, the fund invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, in equity securities that constitute the NASDAQ-100 Index . Catalyst Exceed is traded on NASDAQ Exchange in the United States.Things to note about Catalyst Exceed Defined performance evaluation
Checking the ongoing alerts about Catalyst Exceed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst Exceed Defined 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 19.03% of its assets under management (AUM) in cash |
- Analyzing Catalyst Exceed'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 Catalyst Exceed's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst Exceed'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 Catalyst Exceed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst Exceed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst Exceed's mutual fund. These opinions can provide insight into Catalyst Exceed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst Mutual Fund
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.
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |