Catalystcifc Floating Rate Fund Manager Performance Evaluation
| CFRFX Fund | 9.09 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.029, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst/cifc Floating's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst/cifc Floating 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 Catalystcifc Floating Rate are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Catalyst/cifc Floating is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCatalyst/cifc |
Catalyst/cifc Floating Relative Risk vs. Return Landscape
If you would invest 905.00 in Catalystcifc Floating Rate on November 4, 2025 and sell it today you would earn a total of 4.00 from holding Catalystcifc Floating Rate or generate 0.44% return on investment over 90 days. Catalystcifc Floating Rate is currently producing 0.0073% returns and takes up 0.1133% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Catalyst/cifc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst/cifc Floating Current Valuation
Overvalued
Today
Please note that Catalyst/cifc Floating's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is overvalued. Catalyst/cifc Floating shows a prevailing Real Value of USD8.37 per share. The current price of the fund is USD9.09. Our model approximates the value of Catalyst/cifc Floating from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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/cifc Floating is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst/cifc Mutual Fund. However, Catalyst/cifc Floating'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 9.09 | Real 8.37 | Hype 9.09 | Naive 9.04 |
The intrinsic value of Catalyst/cifc Floating'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/cifc Floating'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 Catalystcifc Floating Rate helps investors to forecast how Catalyst/cifc 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/cifc Floating more accurately as focusing exclusively on Catalyst/cifc Floating's fundamentals will not take into account other important factors: Catalyst/cifc Floating Target Price Odds to finish over Current Price
The tendency of Catalyst/cifc 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 |
| 9.09 | 90 days | 9.09 | about 58.17 |
Based on a normal probability distribution, the odds of Catalyst/cifc Floating to move above the current price in 90 days from now is about 58.17 (This Catalystcifc Floating Rate probability density function shows the probability of Catalyst/cifc Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Catalyst/cifc Floating has a beta of 0.029 suggesting as returns on the market go up, Catalyst/cifc Floating average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Catalystcifc Floating Rate will be expected to be much smaller as well. Additionally Catalystcifc Floating Rate has an alpha of 0.0025, implying that it can generate a 0.002456 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Catalyst/cifc Floating Price Density |
| Price |
Predictive Modules for Catalyst/cifc Floating
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/cifc Floating. 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/cifc Floating Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Catalyst/cifc Floating is not an exception. The market had few large corrections towards the Catalyst/cifc Floating'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 Catalystcifc Floating Rate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Catalyst/cifc Floating within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.26 |
Catalyst/cifc Floating 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/cifc Floating for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Catalyst/cifc Floating can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
Catalyst/cifc Floating Fundamentals Growth
Catalyst/cifc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst/cifc Floating, and Catalyst/cifc Floating 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/cifc Mutual Fund performance.
About Catalyst/cifc Floating Performance
Evaluating Catalyst/cifc Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst/cifc Floating 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/cifc Floating 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 market conditions, the fund invests at least 80 percent of its net assets in U.S. dollar denominated floating rate secured loans and other floating rate debt instruments, including floating rate bonds floating rate notes floating rate debentures tranches of floating rate asset-backed securities, including structured notes, made to, or issued by, U.S. and non-U.S. corporations or other business entities and other investment companies that invest primarily in floating rate assets.Things to note about Catalyst/cifc Floating performance evaluation
Checking the ongoing alerts about Catalyst/cifc Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst/cifc Floating help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Catalyst/cifc Floating'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/cifc Floating's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst/cifc Floating'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/cifc Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst/cifc Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst/cifc Floating's mutual fund. These opinions can provide insight into Catalyst/cifc Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst/cifc Mutual Fund
Catalyst/cifc Floating financial ratios help investors to determine whether Catalyst/cifc 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/cifc with respect to the benefits of owning Catalyst/cifc Floating security.
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