Catalyst Exceed Correlations

CLPFX Fund

USD 13.73 0.04 0.29%

The current 90-days correlation between Catalyst Exceed Defined and Morningstar Aggressive Growth is 0.51 (i.e., Very weak 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 0.57 (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 census.

Moving together with Catalyst Mutual Fund

0.87	CLPCX	Catalyst Exceed Defined	Pair Corr
0.86	CLPAX	Catalyst Exceed Defined	Pair Corr
0.64	CLTIX	Catalystlyons Tactical	Pair Corr

Moving against Catalyst Mutual Fund

0.37	MLXCX	Catalyst Mlp Infrast	Pair Corr
0.37	MLXAX	Catalyst Mlp Infrast	Pair Corr
0.37	MLXIX	Catalyst Mlp Infrast	Pair Corr
0.33	CPECX	Catalyst Dynamic Alpha	Pair Corr
0.31	CPEAX	Catalyst Dynamic Alpha	Pair Corr
0.31	CAXAX	Catalystmap Global Equity	Pair Corr

Related Correlations Analysis

	AGTFX	PARKX	AHYMX	JCTFX	SABIX	GHVIX	DMHIX
AGTFX		0.83	0.7	-0.09	0.9	0.9	0.41	AGTFX
PARKX	0.83		0.55	-0.01	0.84	0.87	0.42	PARKX
AHYMX	0.7	0.55		0.29	0.61	0.81	0.65	AHYMX
JCTFX	-0.09	-0.01	0.29		-0.12	0.07	0.82	JCTFX
SABIX	0.9	0.84	0.61	-0.12		0.85	0.4	SABIX
GHVIX	0.9	0.87	0.81	0.07	0.85		0.51	GHVIX
DMHIX	0.41	0.42	0.65	0.82	0.4	0.51		DMHIX
	AGTFX	PARKX	AHYMX	JCTFX	SABIX	GHVIX	DMHIX

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

SABIX	+ 0.9	AGTFX
GHVIX	+ 0.9	AGTFX
GHVIX	+ 0.87	PARKX
GHVIX	+ 0.85	SABIX
SABIX	+ 0.84	PARKX
PARKX	+ 0.83	AGTFX

High negative correlations

SABIX	- 0.12	JCTFX
JCTFX	- 0.09	AGTFX
JCTFX	- 0.01	PARKX

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
AGTFX	0.66	0.11	0.13	0.16	0.65	(0.73)	1.13	(1.22)	9.26
PARKX	0.45	0.04	0.03	0.11	0.51	(0.48)	0.95	(0.85)	3.83
AHYMX	0.08	0.00	(0.47)	(0.16)	0.00	(0.15)	0.22	(0.11)	0.56
JCTFX	0.10	0.00	(0.26)	1.19	0.00	(0.21)	0.30	(0.29)	0.74
SABIX	0.60	0.08	0.11	0.14	0.47	(0.65)	1.12	(1.00)	9.72
GHVIX	0.12	0.00	(0.24)	0.09	0.00	(0.15)	0.29	(0.23)	0.77
DMHIX	0.10	0.02	(0.21)	(1.33)	0.00	(0.17)	0.30	(0.10)	0.91

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