Catalystlyons Tactical Allocation Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of -0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Catalyst/lyons Tactical are expected to decrease at a much lower rate. During the bear market, Catalyst/lyons Tactical is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystlyons Tactical Allocation are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Catalyst/lyons Tactical showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 1.5300 |
Catalyst/lyons |
Catalyst/lyons Tactical Relative Risk vs. Return Landscape
If you would invest 1,399 in Catalystlyons Tactical Allocation on November 6, 2025 and sell it today you would earn a total of 211.00 from holding Catalystlyons Tactical Allocation or generate 15.08% return on investment over 90 days. Catalystlyons Tactical Allocation is currently producing 0.2491% returns and takes up 1.7665% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Catalyst/lyons, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst/lyons Tactical 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/lyons Tactical for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Catalyst/lyons Tactical 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 about 14.15% of its assets under management (AUM) in cash |
Catalyst/lyons Tactical Fundamentals Growth
Catalyst/lyons Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst/lyons Tactical, and Catalyst/lyons Tactical 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/lyons Mutual Fund performance.
| Price To Earning | 16.40 X | ||||
| Price To Book | 3.12 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 7.1 M | ||||
About Catalyst/lyons Tactical Performance
Evaluating Catalyst/lyons Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst/lyons Tactical 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/lyons Tactical 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 seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. CatalystLyons Tactical is traded on NASDAQ Exchange in the United States.Things to note about Catalyst/lyons Tactical performance evaluation
Checking the ongoing alerts about Catalyst/lyons Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst/lyons Tactical 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 about 14.15% of its assets under management (AUM) in cash |
- Analyzing Catalyst/lyons Tactical'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/lyons Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst/lyons Tactical'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/lyons Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst/lyons Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst/lyons Tactical's mutual fund. These opinions can provide insight into Catalyst/lyons Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst/lyons Mutual Fund
Catalyst/lyons Tactical financial ratios help investors to determine whether Catalyst/lyons 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/lyons with respect to the benefits of owning Catalyst/lyons Tactical security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |