Catalystprinceton Floating Rate Fund Net Income
| CFRIX Fund | USD 9.09 0.04 0.44% |
As of the 7th of February, Catalyst/princeton shows the Mean Deviation of 0.077, risk adjusted performance of 0.0016, and Downside Deviation of 0.1975. Catalyst/princeton technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Catalyst/princeton's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Catalyst/princeton's valuation are provided below:Catalystprinceton Floating Rate does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Catalyst/princeton |
Catalyst/princeton 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Catalyst/princeton's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Catalyst/princeton.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Catalyst/princeton on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Catalystprinceton Floating Rate or generate 0.0% return on investment in Catalyst/princeton over 90 days. Catalyst/princeton is related to or competes with Guggenheim Floating, Guggenheim Floating, Guggenheim Floating, Guggenheim Floating, Eaton Vance, Pimco Income, and T Rowe. Under normal market conditions, the fund invests at least 80 percent of its net assets in U.S More
Catalyst/princeton Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Catalyst/princeton's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Catalystprinceton Floating Rate upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1975 | |||
| Information Ratio | (0.55) | |||
| Maximum Drawdown | 0.9912 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2191 |
Catalyst/princeton Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst/princeton's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Catalyst/princeton's standard deviation. In reality, there are many statistical measures that can use Catalyst/princeton historical prices to predict the future Catalyst/princeton's volatility.| Risk Adjusted Performance | 0.0016 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.41) | |||
| Treynor Ratio | (0.08) |
Catalyst/princeton February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0016 | |||
| Market Risk Adjusted Performance | (0.07) | |||
| Mean Deviation | 0.077 | |||
| Semi Deviation | 0.0145 | |||
| Downside Deviation | 0.1975 | |||
| Coefficient Of Variation | 1739.53 | |||
| Standard Deviation | 0.1472 | |||
| Variance | 0.0217 | |||
| Information Ratio | (0.55) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.41) | |||
| Treynor Ratio | (0.08) | |||
| Maximum Drawdown | 0.9912 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2191 | |||
| Downside Variance | 0.039 | |||
| Semi Variance | 2.0E-4 | |||
| Expected Short fall | (0.22) | |||
| Skewness | 1.3 | |||
| Kurtosis | 6.48 |
Catalyst/princeton Backtested Returns
At this stage we consider Catalyst/princeton Mutual Fund to be very steady. Catalyst/princeton secures Sharpe Ratio (or Efficiency) of 0.0598, which signifies that the fund had a 0.0598 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Catalystprinceton Floating Rate, which you can use to evaluate the volatility of the entity. Please confirm Catalyst/princeton's Downside Deviation of 0.1975, mean deviation of 0.077, and Risk Adjusted Performance of 0.0016 to double-check if the risk estimate we provide is consistent with the expected return of 0.0092%. The fund shows a Beta (market volatility) of 0.0197, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst/princeton's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst/princeton is expected to be smaller as well.
Auto-correlation | -0.36 |
Poor reverse predictability
Catalystprinceton Floating Rate has poor reverse predictability. Overlapping area represents the amount of predictability between Catalyst/princeton time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Catalyst/princeton price movement. The serial correlation of -0.36 indicates that just about 36.0% of current Catalyst/princeton price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.36 | |
| Spearman Rank Test | -0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Catalystprinceton Floating Rate reported net income of 0.0. This indicator is about the same for the Catalyst Mutual Funds average (which is currently at 0.0) family and about the same as Bank Loan (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Catalyst/princeton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catalyst/princeton's current stock value. Our valuation model uses many indicators to compare Catalyst/princeton value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catalyst/princeton competition to find correlations between indicators driving Catalyst/princeton's intrinsic value. More Info.Catalystprinceton Floating Rate is the top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 3.58 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 Catalyst/princeton's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Catalyst/princeton
The fund consists of 78.62% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Catalyst/princeton's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Catalyst/princeton Fundamentals
| Total Asset | 609.02 M | ||||
| Annual Yield | 0.08 % | ||||
| Year To Date Return | 0.27 % | ||||
| One Year Return | 5.83 % | ||||
| Three Year Return | 8.86 % | ||||
| Five Year Return | 5.83 % | ||||
| Net Asset | 740.51 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Cash Position Weight | 13.86 % | ||||
| Equity Positions Weight | 0.08 % | ||||
| Bond Positions Weight | 78.62 % |
About Catalyst/princeton Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Catalystprinceton Floating Rate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Catalyst/princeton using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Catalystprinceton Floating Rate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Catalyst/princeton Mutual Fund
Catalyst/princeton financial ratios help investors to determine whether Catalyst/princeton 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/princeton with respect to the benefits of owning Catalyst/princeton security.
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