Catalyst Hedged Modity Fund Manager Performance Evaluation
| CFHCX Fund | USD 9.12 0.04 0.44% |
The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst Hedged's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst Hedged is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Catalyst Hedged Modity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Catalyst Hedged 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 | 3.0100 |
Catalyst |
Catalyst Hedged Relative Risk vs. Return Landscape
If you would invest 863.00 in Catalyst Hedged Modity on September 1, 2024 and sell it today you would earn a total of 49.00 from holding Catalyst Hedged Modity or generate 5.68% return on investment over 90 days. Catalyst Hedged Modity is currently producing 0.0893% returns and takes up 0.7784% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Catalyst, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst Hedged Current Valuation
Fairly Valued
Today
Please note that Catalyst Hedged's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Catalyst Hedged Modity shows a prevailing Real Value of $9.06 per share. The current price of the fund is $9.12. We determine the value of Catalyst Hedged Modity 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 Catalyst Hedged is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst Mutual Fund. However, Catalyst Hedged'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 9.12 | Real 9.06 | Hype 9.12 | Naive 9.2 |
The intrinsic value of Catalyst Hedged'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 Catalyst Hedged'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 Catalyst Hedged Modity helps investors to forecast how Catalyst 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 Catalyst Hedged more accurately as focusing exclusively on Catalyst Hedged's fundamentals will not take into account other important factors: Catalyst Hedged Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst Hedged's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalyst Hedged Modity, and traders can use it to determine the average amount a Catalyst Hedged'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 = 0.1147
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CFHCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 9 91% of assets perform better |
Based on monthly moving average Catalyst Hedged is performing at about 9% of its full potential. 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 Catalyst Hedged by adding it to a well-diversified portfolio.
Catalyst Hedged Fundamentals Growth
Catalyst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst Hedged, and Catalyst Hedged 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 Catalyst Mutual Fund performance.
| Total Asset | 840 K | ||||
About Catalyst Hedged Performance
Evaluating Catalyst Hedged's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst Hedged 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 Catalyst Hedged 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 investment seeks long-term capital appreciation largely independent from global equity markets. Under normal circumstances the fund invests primarily in call and put options on physical commodity futures contracts, cash and cash equivalents, including money market funds, and directly or indirectly, through other investment funds, in other liquid investments . It seeks to achieve its investment objective by buying and selling options and option spreads on commodity futures and futures on equity indexes.Things to note about Catalyst Hedged Modity performance evaluation
Checking the ongoing alerts about Catalyst Hedged for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst Hedged Modity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of 0.0% | |
| Catalyst Hedged Modity holds about 88.44% of its assets under management (AUM) in cash |
- Analyzing Catalyst Hedged'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 Catalyst Hedged's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst Hedged'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 Catalyst Hedged's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst Hedged's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst Hedged's mutual fund. These opinions can provide insight into Catalyst Hedged's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst Mutual Fund
Catalyst Hedged financial ratios help investors to determine whether Catalyst 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 Catalyst with respect to the benefits of owning Catalyst Hedged security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Global Correlations Find global opportunities by holding instruments from different markets |