Catalystexceed Defined Shield Fund Market Value
| SHIIX Fund | USD 10.94 0.02 0.18% |
| Symbol | Catalyst/exceed |
Catalyst/exceed Defined '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/exceed Defined'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/exceed Defined.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Catalyst/exceed Defined on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Catalystexceed Defined Shield or generate 0.0% return on investment in Catalyst/exceed Defined over 90 days. Catalyst/exceed Defined is related to or competes with Catalyst/exceed Defined, RBB Fund, Energy Fund, Gamco International, Jacob Micro, Health Care, and Saat Core. Under normal market conditions, the fund seeks to achieve its investment objective by investing in put and call options ... More
Catalyst/exceed Defined 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/exceed Defined'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 Catalystexceed Defined Shield upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3623 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 1.39 | |||
| Value At Risk | (0.55) | |||
| Potential Upside | 0.553 |
Catalyst/exceed Defined Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst/exceed Defined's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Catalyst/exceed Defined's standard deviation. In reality, there are many statistical measures that can use Catalyst/exceed Defined historical prices to predict the future Catalyst/exceed Defined's volatility.| Risk Adjusted Performance | 0.0588 | |||
| Jensen Alpha | 3.0E-4 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.12) | |||
| Treynor Ratio | 0.0611 |
Catalyst/exceed Defined February 17, 2026 Technical Indicators
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| Math Operators | ||
| Math Transform | ||
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| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0588 | |||
| Market Risk Adjusted Performance | 0.0711 | |||
| Mean Deviation | 0.2025 | |||
| Semi Deviation | 0.2087 | |||
| Downside Deviation | 0.3623 | |||
| Coefficient Of Variation | 1039.76 | |||
| Standard Deviation | 0.2801 | |||
| Variance | 0.0784 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | 3.0E-4 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.12) | |||
| Treynor Ratio | 0.0611 | |||
| Maximum Drawdown | 1.39 | |||
| Value At Risk | (0.55) | |||
| Potential Upside | 0.553 | |||
| Downside Variance | 0.1313 | |||
| Semi Variance | 0.0435 | |||
| Expected Short fall | (0.25) | |||
| Skewness | (0.40) | |||
| Kurtosis | 1.14 |
Catalyst/exceed Defined Backtested Returns
At this stage we consider Catalyst/exceed Mutual Fund to be very steady. Catalyst/exceed Defined secures Sharpe Ratio (or Efficiency) of 0.16, which signifies that the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Catalystexceed Defined Shield, which you can use to evaluate the volatility of the entity. Please confirm Catalyst/exceed Defined's Downside Deviation of 0.3623, risk adjusted performance of 0.0588, and Mean Deviation of 0.2025 to double-check if the risk estimate we provide is consistent with the expected return of 0.0436%. The fund shows a Beta (market volatility) of 0.28, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst/exceed Defined's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst/exceed Defined is expected to be smaller as well.
Auto-correlation | 0.31 |
Below average predictability
Catalystexceed Defined Shield has below average predictability. Overlapping area represents the amount of predictability between Catalyst/exceed Defined time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th 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/exceed Defined price movement. The serial correlation of 0.31 indicates that nearly 31.0% of current Catalyst/exceed Defined price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.31 | |
| Spearman Rank Test | 0.57 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
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/exceed Mutual Fund
Catalyst/exceed Defined financial ratios help investors to determine whether Catalyst/exceed 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/exceed with respect to the benefits of owning Catalyst/exceed Defined security.
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