Catalystwarrington Strategic Program Fund Manager Performance Evaluation
| CWXCX Fund | USD 8.62 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0524, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Catalystwarrington are expected to decrease at a much lower rate. During the bear market, Catalystwarrington is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Catalystwarrington Strategic Program has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Catalystwarrington 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 | 3.0400 |
Catalystwarrington |
Catalystwarrington Relative Risk vs. Return Landscape
If you would invest 863.00 in Catalystwarrington Strategic Program on September 4, 2024 and sell it today you would lose (1.00) from holding Catalystwarrington Strategic Program or give up 0.12% of portfolio value over 90 days. Catalystwarrington Strategic Program is currently producing negative expected returns and takes up 0.1129% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Catalystwarrington, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalystwarrington Current Valuation
Overvalued
Today
Please note that Catalystwarrington's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Catalystwarrington shows a prevailing Real Value of $8.2 per share. The current price of the fund is $8.62. We determine the value of Catalystwarrington 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 Catalystwarrington is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalystwarrington Mutual Fund. However, Catalystwarrington'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 8.62 | Real 8.2 | Hype 8.62 | Naive 8.61 |
The intrinsic value of Catalystwarrington'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 Catalystwarrington'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 Catalystwarrington Strategic Program helps investors to forecast how Catalystwarrington 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 Catalystwarrington more accurately as focusing exclusively on Catalystwarrington's fundamentals will not take into account other important factors: Catalystwarrington Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalystwarrington's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystwarrington Strategic Program, and traders can use it to determine the average amount a Catalystwarrington'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 = -0.0157
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CWXCX |
Estimated Market Risk
| 0.11 actual daily | 0 100% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Catalystwarrington 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 Catalystwarrington by adding Catalystwarrington to a well-diversified portfolio.
Catalystwarrington Fundamentals Growth
Catalystwarrington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalystwarrington, and Catalystwarrington 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 Catalystwarrington Mutual Fund performance.
| Total Asset | 13.61 M | ||||
About Catalystwarrington Performance
Evaluating Catalystwarrington's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalystwarrington 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 Catalystwarrington 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 seeks to achieve its investment objective by buying and selling short-term options and option spreads on the Standard Poors 500 Index futures and holding cash and cash equivalents, including treasury securities and money market mutual funds. CatalystWarrington is traded on NASDAQ Exchange in the United States.Things to note about Catalystwarrington performance evaluation
Checking the ongoing alerts about Catalystwarrington for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystwarrington help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Catalystwarrington generated a negative expected return over the last 90 days | |
| The fund holds about 98.59% of its assets under management (AUM) in cash |
- Analyzing Catalystwarrington'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 Catalystwarrington's stock is overvalued or undervalued compared to its peers.
- Examining Catalystwarrington'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 Catalystwarrington's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalystwarrington's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalystwarrington's mutual fund. These opinions can provide insight into Catalystwarrington's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalystwarrington Mutual Fund
Catalystwarrington financial ratios help investors to determine whether Catalystwarrington 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 Catalystwarrington with respect to the benefits of owning Catalystwarrington security.
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