Catalyst Exceed Defined Fund Manager Performance Evaluation
| CLPCX Fund | USD 12.40 0.06 0.48% |
The fund shows a Beta (market volatility) of 0.55, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Catalyst Exceed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst Exceed is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Catalyst Exceed Defined has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Catalyst Exceed 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 2025 | |
| Expense Ratio | 2.5800 |
Catalyst |
Catalyst Exceed Relative Risk vs. Return Landscape
If you would invest 1,288 in Catalyst Exceed Defined on November 1, 2025 and sell it today you would lose (48.00) from holding Catalyst Exceed Defined or give up 3.73% of portfolio value over 90 days. Catalyst Exceed Defined is currently producing negative expected returns and takes up 0.8175% volatility of returns over 90 trading days. Put another way, 7% 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 Exceed Current Valuation
Fairly Valued
Today
Please note that Catalyst Exceed's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Catalyst Exceed Defined shows a prevailing Real Value of $12.41 per share. The current price of the fund is $12.4. We determine the value of Catalyst Exceed Defined 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 Exceed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst Mutual Fund. However, Catalyst Exceed'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 12.4 | Real 12.41 | Hype 12.4 | Naive 12.36 |
The intrinsic value of Catalyst Exceed'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 Exceed'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 Exceed Defined 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 Exceed more accurately as focusing exclusively on Catalyst Exceed's fundamentals will not take into account other important factors: Catalyst Exceed Target Price Odds to finish over Current Price
The tendency of Catalyst Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.40 | 90 days | 12.40 | about 48.01 |
Based on a normal probability distribution, the odds of Catalyst Exceed to move above the current price in 90 days from now is about 48.01 (This Catalyst Exceed Defined probability density function shows the probability of Catalyst Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Catalyst Exceed has a beta of 0.55 suggesting as returns on the market go up, Catalyst Exceed average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Catalyst Exceed Defined will be expected to be much smaller as well. Additionally Catalyst Exceed Defined has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Catalyst Exceed Price Density |
| Price |
Predictive Modules for Catalyst Exceed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Catalyst Exceed Defined. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Catalyst Exceed's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Catalyst Exceed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Catalyst Exceed is not an exception. The market had few large corrections towards the Catalyst Exceed's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Catalyst Exceed Defined, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Catalyst Exceed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.09 | |
β | Beta against Dow Jones | 0.55 | |
σ | Overall volatility | 0.20 | |
Ir | Information ratio | -0.14 |
Catalyst Exceed Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Catalyst Exceed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Catalyst Exceed Defined can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Catalyst Exceed generated a negative expected return over the last 90 days | |
| The fund holds about 16.1% of its assets under management (AUM) in cash |
Catalyst Exceed Fundamentals Growth
Catalyst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst Exceed, and Catalyst Exceed 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.
| Price To Earning | 16.43 X | |||
| Price To Book | 3.04 X | |||
| Price To Sales | 1.62 X | |||
| Total Asset | 1.61 M | |||
About Catalyst Exceed Performance
Evaluating Catalyst Exceed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst Exceed 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 Exceed 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, in equity securities that constitute the NASDAQ-100 Index . Catalyst Exceed is traded on NASDAQ Exchange in the United States.Things to note about Catalyst Exceed Defined performance evaluation
Checking the ongoing alerts about Catalyst Exceed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst Exceed Defined help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Catalyst Exceed generated a negative expected return over the last 90 days | |
| The fund holds about 16.1% of its assets under management (AUM) in cash |
- Analyzing Catalyst Exceed'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 Exceed's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst Exceed'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 Exceed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst Exceed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst Exceed's mutual fund. These opinions can provide insight into Catalyst Exceed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst Mutual Fund
Catalyst Exceed 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 Exceed security.
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