Catalyst Exceed Correlations

CLPFX Fund

USD 13.59 0.09 0.67%

The current 90-days correlation between Catalyst Exceed Defined and Catalystprinceton Floating Rate is 0.01 (i.e., Significant 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 good diversification

The correlation between Catalyst Exceed Defined and DJI is -0.46 (i.e., Very good 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 price.

Moving together with Catalyst Mutual Fund

1.0	CLPCX	Catalyst Exceed Defined	Pair Corr
0.9	CLPAX	Catalyst Exceed Defined	Pair Corr

Moving against Catalyst Mutual Fund

0.67	MLXCX	Catalyst Mlp Infrast	Pair Corr
0.67	MLXAX	Catalyst Mlp Infrast	Pair Corr
0.67	MLXIX	Catalyst Mlp Infrast	Pair Corr
0.55	MBXAX	Catalystmillburn Hedge	Pair Corr
0.53	CLTAX	Catalyst/lyons Tactical	Pair Corr
0.52	CLTCX	Catalyst/lyons Tactical	Pair Corr
0.51	MBXFX	Catalystmillburn Hedge	Pair Corr
0.38	SHIEX	Catalyst/exceed Defined	Pair Corr
0.32	HIIIX	Catalystsmh High Income	Pair Corr
0.32	SHIIX	Catalyst/exceed Defined	Pair Corr
0.68	CAXAX	Catalystmap Global Equity	Pair Corr
0.67	CAXCX	Catalystmap Global Equity	Pair Corr
0.64	TRXAX	Catalyst/map Global	Pair Corr
0.62	TRXCX	Catalyst/map Global	Pair Corr
0.62	TRXIX	Catalyst/map Global	Pair Corr
0.6	CAXIX	Catalystmap Global Equity	Pair Corr
0.55	CPECX	Catalyst Dynamic Alpha	Pair Corr
0.55	CPEAX	Catalyst Dynamic Alpha	Pair Corr
0.52	MBXIX	Catalystmillburn Hedge	Pair Corr
0.51	MBXCX	Catalystmillburn Hedge	Pair Corr

Related Correlations Analysis

	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX	CFRIX
HIICX		0.95	0.84	0.52	0.5	0.52	0.8	0.78	0.8	0.76	HIICX
HIIFX	0.95		0.76	0.61	0.6	0.61	0.84	0.82	0.84	0.68	HIIFX
HIIIX	0.84	0.76		0.49	0.48	0.49	0.56	0.54	0.57	0.53	HIIIX
MLXCX	0.52	0.61	0.49		0.98	1.0	0.43	0.39	0.42	-0.04	MLXCX
MLXAX	0.5	0.6	0.48	0.98		0.98	0.42	0.38	0.41	-0.05	MLXAX
MLXIX	0.52	0.61	0.49	1.0	0.98		0.43	0.39	0.42	-0.03	MLXIX
CWXIX	0.8	0.84	0.56	0.43	0.42	0.43		1.0	1.0	0.67	CWXIX
CWXCX	0.78	0.82	0.54	0.39	0.38	0.39	1.0		1.0	0.67	CWXCX
CWXAX	0.8	0.84	0.57	0.42	0.41	0.42	1.0	1.0		0.68	CWXAX
CFRIX	0.76	0.68	0.53	-0.04	-0.05	-0.03	0.67	0.67	0.68		CFRIX
	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX	CFRIX

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

MLXIX	+ 1.0	MLXCX
CWXCX	+ 1.0	CWXIX
CWXAX	+ 1.0	CWXIX
CWXAX	+ 1.0	CWXCX
MLXAX	+ 0.98	MLXCX
MLXIX	+ 0.98	MLXAX

High negative correlations

CFRIX	- 0.05	MLXAX
CFRIX	- 0.04	MLXCX
CFRIX	- 0.03	MLXIX

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
HIICX	0.26	0.02	(0.17)	(0.65)	0.25	(0.35)	0.50	(0.50)	1.47
HIIFX	0.26	0.03	(0.16)	(1.12)	0.22	(0.36)	0.51	(0.50)	1.48
HIIIX	0.23	(0.02)	(0.19)	0.01	0.26	(0.34)	0.50	(0.50)	1.73
MLXCX	0.98	0.31	0.18	(0.93)	0.75	(1.16)	2.17	(1.77)	4.69
MLXAX	0.98	0.27	0.17	(20.37)	0.78	(1.16)	2.19	(1.72)	4.69
MLXIX	0.98	0.31	0.18	(0.95)	0.75	(1.17)	2.22	(1.72)	4.66
CWXIX	0.36	0.02	(0.12)	2.41	0.48	(0.43)	0.78	(0.97)	3.28
CWXCX	0.35	0.02	(0.13)	(3.52)	0.46	(0.43)	0.84	(0.82)	3.10
CWXAX	0.35	0.02	(0.13)	2.00	0.45	(0.43)	0.80	(0.88)	3.13
CFRIX	0.10	(0.02)	0.00	(9.55)	0.00	0.00	0.22	(0.33)	0.99

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