Catalyst Mlp Infrastructure Fund Manager Performance Evaluation
| MLXCX Fund | USD 30.27 0.08 0.26% |
The fund shows a Beta (market volatility) of 0.0991, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst Mlp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst Mlp is expected to be smaller as well.
Risk-Adjusted Performance
25 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Catalyst Mlp Infrastructure are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Catalyst Mlp showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 2.4300 |
Catalyst |
Catalyst Mlp Relative Risk vs. Return Landscape
If you would invest 2,478 in Catalyst Mlp Infrastructure on August 26, 2024 and sell it today you would earn a total of 549.00 from holding Catalyst Mlp Infrastructure or generate 22.15% return on investment over 90 days. Catalyst Mlp Infrastructure is currently producing 0.3128% returns and takes up 0.9504% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Catalyst, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst Mlp Current Valuation
Undervalued
Today
Please note that Catalyst Mlp's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Catalyst Mlp Infrast shows a prevailing Real Value of $32.16 per share. The current price of the fund is $30.27. We determine the value of Catalyst Mlp Infrast 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 Mlp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst Mutual Fund. However, Catalyst Mlp'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 30.27 | Real 32.16 | Hype 30.27 | Naive 30.72 |
The intrinsic value of Catalyst Mlp'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 Mlp'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 Catalyst Mlp Infrastructure helps investors to forecast how Catalyst 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 Mlp more accurately as focusing exclusively on Catalyst Mlp's fundamentals will not take into account other important factors: Catalyst Mlp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst Mlp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalyst Mlp Infrastructure, and traders can use it to determine the average amount a Catalyst Mlp's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3291
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MLXCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.31 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 25 75% of assets perform better |
Based on monthly moving average Catalyst Mlp is performing at about 25% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Catalyst Mlp by adding it to a well-diversified portfolio.
Catalyst Mlp Fundamentals Growth
Catalyst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst Mlp, and Catalyst Mlp 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 Mutual Fund performance.
| Total Asset | 26.74 M | ||||
About Catalyst Mlp Performance
Evaluating Catalyst Mlp's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst Mlp 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 Mlp 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 primarily investing in the publicly-listed equity securities of U.S. and Canadian companies that generate a majority of their cash flow from midstream energy infrastructure activities. It may also invest in the equity securities of master limited partnerships engaged in energy related businesses. It is non-diversified.Things to note about Catalyst Mlp Infrast performance evaluation
Checking the ongoing alerts about Catalyst Mlp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst Mlp Infrast help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Catalyst Mlp's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Catalyst Mlp's mutual fund performance include:- Analyzing Catalyst Mlp'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 Mlp's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst Mlp'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 Mlp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst Mlp's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst Mlp's mutual fund. These opinions can provide insight into Catalyst Mlp's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst Mutual Fund
Catalyst Mlp financial ratios help investors to determine whether Catalyst 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 with respect to the benefits of owning Catalyst Mlp security.
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