Catalystsmh Total Return Fund Manager Performance Evaluation
| TRIIX Fund | USD 4.96 0.03 0.60% |
The fund shows a Beta (market volatility) of 0.65, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Catalyst/smh Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst/smh Total is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystsmh Total Return are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Catalyst/smh Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCatalyst/smh |
Catalyst/smh Total Relative Risk vs. Return Landscape
If you would invest 483.00 in Catalystsmh Total Return on October 31, 2025 and sell it today you would earn a total of 13.00 from holding Catalystsmh Total Return or generate 2.69% return on investment over 90 days. Catalystsmh Total Return is currently producing 0.0469% returns and takes up 0.7304% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Catalyst/smh, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst/smh Total Current Valuation
Fairly Valued
Today
Please note that Catalyst/smh Total's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Catalystsmh Total Return shows a prevailing Real Value of $4.93 per share. The current price of the fund is $4.96. We determine the value of Catalystsmh Total Return 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/smh Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst/smh Mutual Fund. However, Catalyst/smh Total'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 4.96 | Real 4.93 | Hype 4.96 | Naive 4.95 |
The intrinsic value of Catalyst/smh Total'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/smh Total'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 Catalystsmh Total Return helps investors to forecast how Catalyst/smh 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/smh Total more accurately as focusing exclusively on Catalyst/smh Total's fundamentals will not take into account other important factors: Catalyst/smh Total Target Price Odds to finish over Current Price
The tendency of Catalyst/smh 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 |
| 4.96 | 90 days | 4.96 | about 10.93 |
Based on a normal probability distribution, the odds of Catalyst/smh Total to move above the current price in 90 days from now is about 10.93 (This Catalystsmh Total Return probability density function shows the probability of Catalyst/smh Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Catalyst/smh Total has a beta of 0.65. This usually implies as returns on the market go up, Catalyst/smh Total average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Catalystsmh Total Return will be expected to be much smaller as well. Additionally Catalystsmh Total Return 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/smh Total Price Density |
| Price |
Predictive Modules for Catalyst/smh Total
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Catalystsmh Total Return. 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.Catalyst/smh Total Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Catalyst/smh Total is not an exception. The market had few large corrections towards the Catalyst/smh Total'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 Catalystsmh Total Return, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Catalyst/smh Total within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.65 | |
σ | Overall volatility | 0.09 | |
Ir | Information ratio | -0.05 |
Catalyst/smh Total Fundamentals Growth
Catalyst/smh Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst/smh Total, and Catalyst/smh Total 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/smh Mutual Fund performance.
| Price To Earning | 14.34 X | ||||
| Price To Book | 0.94 X | ||||
| Price To Sales | 2.34 X | ||||
| Total Asset | 15.86 M | ||||
About Catalyst/smh Total Performance
Evaluating Catalyst/smh Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst/smh Total 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/smh Total 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 fund invests primarily in a broad range of income-producing securities. These include equity securities, such as dividend-paying common stocks and REITs and debt securities, such as interest-paying bonds and convertible bonds. It may also invest in preferred stock, master limited partnerships and bank notes. Generally, at least 30 percent of the funds assets is invested in equity securities. The fund is non-diversified.Things to note about Catalystsmh Total Return performance evaluation
Checking the ongoing alerts about Catalyst/smh Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystsmh Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Catalyst/smh Total's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Catalyst/smh Total's mutual fund performance include:- Analyzing Catalyst/smh Total'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/smh Total's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst/smh Total'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/smh Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst/smh Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst/smh Total's mutual fund. These opinions can provide insight into Catalyst/smh Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst/smh Mutual Fund
Catalyst/smh Total financial ratios help investors to determine whether Catalyst/smh 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/smh with respect to the benefits of owning Catalyst/smh Total security.
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