Catalystexceed Defined Financials
| SHINX Fund | USD 9.85 0.04 0.41% |
Catalystexceed |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Catalystexceed Defined Fund Summary
Catalystexceed Defined competes with Catalyst/smh High, Catalyst/smh High, Catalyst/smh High, Catalyst Mlp, and Catalyst Mlp. Under normal market conditions, the fund seeks to achieve its investment objective by investing in put and call options on exchange traded funds that track the SP 500 Index , and in fixed income securities. Using a combination of put and call options on index ETFs, the funds investment sub-advisor, Exceed Advisory LLC initially executes the equity options strategy by seeking to provide an investment vehicle that limits losses to 12.5 percent when the index declines in value, and to participate in increases in the index up to approximately 15.Specialization | Options Trading, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Mutual Fund Series |
| Mutual Fund Family | Catalyst Mutual Funds |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 866 447 4228 |
| Currency | USD - US Dollar |
Catalystexceed Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catalystexceed Defined's current stock value. Our valuation model uses many indicators to compare Catalystexceed Defined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catalystexceed Defined competition to find correlations between indicators driving Catalystexceed Defined's intrinsic value. More Info.Catalystexceed Defined Shield is rated top fund in annual yield among similar funds. It is rated fifth largest fund in year to date return among similar funds creating about 3.79 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Catalystexceed Defined's earnings, one of the primary drivers of an investment's value.Catalystexceed Defined Systematic Risk
Catalystexceed Defined's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Catalystexceed Defined volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Catalystexceed Defined correlated with the market. If Beta is less than 0 Catalystexceed Defined generally moves in the opposite direction as compared to the market. If Catalystexceed Defined Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Catalystexceed Defined is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Catalystexceed Defined is generally in the same direction as the market. If Beta > 1 Catalystexceed Defined moves generally in the same direction as, but more than the movement of the benchmark.
Catalystexceed Defined January 18, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Catalystexceed Defined help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Catalystexceed Defined Shield. We use our internally-developed statistical techniques to arrive at the intrinsic value of Catalystexceed Defined Shield based on widely used predictive technical indicators. In general, we focus on analyzing Catalystexceed Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Catalystexceed Defined's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4888 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 2.27 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 0.6167 |
Other Information on Investing in Catalystexceed Mutual Fund
Catalystexceed Defined financial ratios help investors to determine whether Catalystexceed 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 Catalystexceed with respect to the benefits of owning Catalystexceed Defined security.
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