Catalystmap Global Balanced Fund Manager Performance Evaluation
| TRXCX Fund | USD 11.53 0.02 0.17% |
The fund shows a Beta (market volatility) of 0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst/map Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst/map Global is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Catalystmap Global Balanced has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Catalyst/map Global 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 | 1.9700 |
Catalyst/map |
Catalyst/map Global Relative Risk vs. Return Landscape
If you would invest 1,151 in Catalystmap Global Balanced on September 3, 2024 and sell it today you would earn a total of 2.00 from holding Catalystmap Global Balanced or generate 0.17% return on investment over 90 days. Catalystmap Global Balanced is currently producing 0.0031% returns and takes up 0.2646% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Catalyst/map, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst/map Global Current Valuation
Fairly Valued
Today
Please note that Catalyst/map Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Catalyst/map Global shows a prevailing Real Value of $11.41 per share. The current price of the fund is $11.53. We determine the value of Catalyst/map Global 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/map Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst/map Mutual Fund. However, Catalyst/map Global'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 11.53 | Real 11.41 | Hype 11.53 | Naive 11.63 |
The intrinsic value of Catalyst/map Global'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/map Global'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 Catalystmap Global Balanced helps investors to forecast how Catalyst/map 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/map Global more accurately as focusing exclusively on Catalyst/map Global's fundamentals will not take into account other important factors: Catalyst/map Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst/map Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystmap Global Balanced, and traders can use it to determine the average amount a Catalyst/map Global'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 = 0.0116
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TRXCX |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Catalyst/map Global is not performing at its full potential. However, 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/map Global by adding Catalyst/map Global to a well-diversified portfolio.
Catalyst/map Global Fundamentals Growth
Catalyst/map Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst/map Global, and Catalyst/map Global 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/map Mutual Fund performance.
| Price To Earning | 18.53 X | ||||
| Price To Book | 2.19 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 5.24 M | ||||
About Catalyst/map Global Performance
Evaluating Catalyst/map Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst/map Global 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/map Global 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 domestic and international, including emerging markets, fixed income and equity securities. It invests at least 25 percent of its assets in fixed income securities and at least 25 percent of its assets in equity securities. Fixed income securities include interest-paying bonds and convertible bonds. Equity securities include common stock, preferred stock and options on those securities.Things to note about Catalyst/map Global performance evaluation
Checking the ongoing alerts about Catalyst/map Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst/map Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 5.4% of its assets in cash |
- Analyzing Catalyst/map Global'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/map Global's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst/map Global'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/map Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst/map Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst/map Global's mutual fund. These opinions can provide insight into Catalyst/map Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst/map Mutual Fund
Catalyst/map Global financial ratios help investors to determine whether Catalyst/map 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/map with respect to the benefits of owning Catalyst/map Global security.
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