Catalyst Exceed Correlations

CLPCX Fund

USD 12.34 0.11 0.90%

The current 90-days correlation between Catalyst Exceed Defined and Catalystmillburn Hedge Strategy is 0.13 (i.e., Average diversification). The correlation of Catalyst Exceed is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Catalyst Exceed Correlation With Market

Very weak diversification

The correlation between Catalyst Exceed Defined and DJI is 0.59 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Catalyst Exceed Defined and DJI in the same portfolio, assuming nothing else is changed.

Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Catalyst Exceed Defined. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in manufacturing.

Moving together with Catalyst Mutual Fund

0.86	CLPAX	Catalyst Exceed Defined	Pair Corr
0.71	CLPFX	Catalyst Exceed Defined	Pair Corr

Moving against Catalyst Mutual Fund

0.37	MLXAX	Catalyst Mlp Infrast	Pair Corr
0.34	MLXCX	Catalyst Mlp Infrast	Pair Corr

Related Correlations Analysis

	MBXAX	MBXFX	MBXCX	MBXIX	HIICX	HIIFX	HIIIX	MLXCX	MLXAX
MBXAX		0.91	0.91	0.91	0.63	0.74	0.73	0.17	0.22	MBXAX
MBXFX	0.91		1.0	1.0	0.76	0.7	0.69	0.25	0.24	MBXFX
MBXCX	0.91	1.0		1.0	0.76	0.7	0.69	0.25	0.24	MBXCX
MBXIX	0.91	1.0	1.0		0.74	0.69	0.68	0.26	0.24	MBXIX
HIICX	0.63	0.76	0.76	0.74		0.8	0.8	0.23	0.23	HIICX
HIIFX	0.74	0.7	0.7	0.69	0.8		0.98	0.14	0.2	HIIFX
HIIIX	0.73	0.69	0.69	0.68	0.8	0.98		0.16	0.21	HIIIX
MLXCX	0.17	0.25	0.25	0.26	0.23	0.14	0.16		0.9	MLXCX
MLXAX	0.22	0.24	0.24	0.24	0.23	0.2	0.21	0.9		MLXAX
	MBXAX	MBXFX	MBXCX	MBXIX	HIICX	HIIFX	HIIIX	MLXCX	MLXAX

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
MBXAX	0.35	0.03	(0.09)	0.41	0.33	(0.37)	0.82	(0.67)	1.67
MBXFX	0.36	0.01	(0.09)	0.11	0.35	(0.39)	0.83	(0.67)	1.74
MBXCX	0.36	0.01	(0.09)	0.11	0.35	(0.39)	0.82	(0.69)	1.75
MBXIX	0.36	0.01	(0.09)	0.12	0.34	(0.37)	0.84	(0.66)	1.70
HIICX	0.31	(0.03)	(0.14)	0.02	0.36	(0.44)	0.74	(0.73)	1.97
HIIFX	0.31	0.00	(0.13)	0.11	0.36	(0.43)	0.74	(0.73)	1.98
HIIIX	0.33	0.00	(0.16)	0.05	0.35	(0.44)	0.74	(0.73)	1.73
MLXCX	0.83	(0.11)	0.00	(0.17)	0.00	0.00	1.55	(1.80)	4.84
MLXAX	0.81	(0.03)	0.00	0.24	0.00	0.00	1.58	(1.75)	4.92

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