Catalystmillburn Hedge Strategy Fund Manager Performance Evaluation
| MBXAX Fund | USD 41.60 0.15 0.36% |
The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst/millburn's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst/millburn is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystmillburn Hedge Strategy are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Catalyst/millburn 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 2025 | |
| Expense Ratio | 2.2500 |
Catalyst/millburn |
Catalyst/millburn Relative Risk vs. Return Landscape
If you would invest 3,975 in Catalystmillburn Hedge Strategy on October 31, 2025 and sell it today you would earn a total of 185.00 from holding Catalystmillburn Hedge Strategy or generate 4.65% return on investment over 90 days. Catalystmillburn Hedge Strategy is currently producing 0.0769% returns and takes up 0.4734% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Catalyst/millburn, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst/millburn Current Valuation
Fairly Valued
Today
Please note that Catalyst/millburn's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Catalystmillburn Hedge shows a prevailing Real Value of $41.27 per share. The current price of the fund is $41.6. We determine the value of Catalystmillburn Hedge 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/millburn is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst/millburn Mutual Fund. However, Catalyst/millburn'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 41.6 | Real 41.27 | Hype 41.6 | Naive 41.35 |
The intrinsic value of Catalyst/millburn'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/millburn'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 Catalystmillburn Hedge Strategy helps investors to forecast how Catalyst/millburn 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/millburn more accurately as focusing exclusively on Catalyst/millburn's fundamentals will not take into account other important factors: Catalyst/millburn Target Price Odds to finish over Current Price
The tendency of Catalyst/millburn 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 |
| 41.60 | 90 days | 41.60 | under 4 |
Based on a normal probability distribution, the odds of Catalyst/millburn to move above the current price in 90 days from now is under 4 (This Catalystmillburn Hedge Strategy probability density function shows the probability of Catalyst/millburn Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Catalyst/millburn has a beta of 0.13. This indicates as returns on the market go up, Catalyst/millburn average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Catalystmillburn Hedge Strategy will be expected to be much smaller as well. Additionally Catalystmillburn Hedge Strategy has an alpha of 0.0301, implying that it can generate a 0.0301 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Catalyst/millburn Price Density |
| Price |
Predictive Modules for Catalyst/millburn
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Catalystmillburn Hedge. 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/millburn Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Catalyst/millburn is not an exception. The market had few large corrections towards the Catalyst/millburn'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 Catalystmillburn Hedge Strategy, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Catalyst/millburn within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.13 | |
σ | Overall volatility | 0.76 | |
Ir | Information ratio | -0.06 |
Catalyst/millburn 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/millburn for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Catalystmillburn Hedge can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains about 21.45% of its assets in cash |
Catalyst/millburn Fundamentals Growth
Catalyst/millburn Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst/millburn, and Catalyst/millburn 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/millburn Mutual Fund performance.
| Total Asset | 557.41 M | ||||
About Catalyst/millburn Performance
Evaluating Catalyst/millburn's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst/millburn 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/millburn 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 investing in a portfolio comprised of futures contracts, forward and spot contracts, andor options on futures contracts on or related to the following sectors currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and equity ETFs, common stocks , intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.Things to note about Catalystmillburn Hedge performance evaluation
Checking the ongoing alerts about Catalyst/millburn for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystmillburn Hedge help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains about 21.45% of its assets in cash |
- Analyzing Catalyst/millburn'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/millburn's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst/millburn'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/millburn's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst/millburn's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst/millburn's mutual fund. These opinions can provide insight into Catalyst/millburn's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst/millburn Mutual Fund
Catalyst/millburn financial ratios help investors to determine whether Catalyst/millburn 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/millburn with respect to the benefits of owning Catalyst/millburn security.
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