Catalyst Hedged Competition

CFHAX Fund

USD 8.86 0.01 0.11%

Catalyst Hedged Modity competes with Catalystsmh High, Catalystsmh High, Catalystsmh High, Catalyst Mlp, and Catalyst Mlp; as well as few others. The fund is listed under Commodities Broad Basket category and is part of Catalyst Mutual Funds family. Analyzing Catalyst Hedged competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Catalyst Hedged to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Catalyst Hedged Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Catalyst Hedged competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
7.99	8.86	9.73

Details

Intrinsic

Valuation

Low	Real	High
8.10	8.97	9.84

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Catalyst Hedged. Your research has to be compared to or analyzed against Catalyst Hedged's peers to derive any actionable benefits. When done correctly, Catalyst Hedged's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Catalyst Hedged Modity.

Catalyst Hedged Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Catalyst Hedged and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Catalyst and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Catalyst Hedged Modity does not affect the price movement of the other competitor.

	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX
HIICX		0.96	0.97	0.89	0.89	0.89	-0.11	-0.17	-0.12	HIICX
HIIFX	0.96		0.94	0.92	0.92	0.92	-0.09	-0.14	-0.09	HIIFX
HIIIX	0.97	0.94		0.87	0.87	0.87	-0.27	-0.32	-0.27	HIIIX
MLXCX	0.89	0.92	0.87		1.0	1.0	-0.12	-0.17	-0.12	MLXCX
MLXAX	0.89	0.92	0.87	1.0		1.0	-0.12	-0.17	-0.12	MLXAX
MLXIX	0.89	0.92	0.87	1.0	1.0		-0.12	-0.18	-0.12	MLXIX
CWXIX	-0.11	-0.09	-0.27	-0.12	-0.12	-0.12		1.0	1.0	CWXIX
CWXCX	-0.17	-0.14	-0.32	-0.17	-0.17	-0.18	1.0		1.0	CWXCX
CWXAX	-0.12	-0.09	-0.27	-0.12	-0.12	-0.12	1.0	1.0		CWXAX
	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX

Click cells to compare fundamentals

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High positive correlations

MLXAX	+ 1.0	MLXCX
MLXIX	+ 1.0	MLXCX
MLXIX	+ 1.0	MLXAX
CWXCX	+ 1.0	CWXIX
CWXAX	+ 1.0	CWXIX
CWXAX	+ 1.0	CWXCX

High negative correlations

CWXCX	- 0.32	HIIIX
CWXAX	- 0.27	HIIIX
CWXIX	- 0.27	HIIIX
CWXCX	- 0.18	MLXIX
CWXCX	- 0.17	MLXAX
CWXCX	- 0.17	MLXCX

Risk-Adjusted Indicators

There is a big difference between Catalyst Mutual Fund performing well and Catalyst Hedged Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Catalyst Hedged's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
HIICX	0.16	0.00	(0.07)	(0.15)	0.17	(0.32)	0.27	(0.27)	1.34
HIIFX	0.18	0.00	(0.07)	(0.11)	0.19	(0.33)	0.53	(0.53)	1.08
HIIIX	0.16	0.01	(0.03)	1.65	0.11	(0.33)	0.27	(0.27)	1.34
MLXCX	0.92	0.15	0.10	0.48	1.12	(0.96)	1.92	(2.04)	6.54
MLXAX	0.92	0.15	0.11	0.48	1.11	(0.96)	1.95	(2.04)	6.49
MLXIX	0.92	0.15	0.11	0.49	1.11	(0.96)	1.94	(2.03)	6.53
CWXIX	0.11	(0.05)	0.00	(1.50)	0.00	0.00	0.11	(0.11)	3.06
CWXCX	0.10	(0.04)	0.00	(1.76)	0.00	0.00	0.12	(0.12)	2.44
CWXAX	0.10	(0.05)	0.00	(1.51)	0.00	0.00	0.11	(0.11)	2.92

Unable to evaluate fundamental data of [HIICX, HIIFX, HIIIX, MLXCX, MLXAX, MLXIX, CWXIX, CWXCX, CWXAX] at this time. Please try again later

All Fundamental Data

Catalyst Hedged Competitive Analysis

The better you understand Catalyst Hedged competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Catalyst Hedged's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Catalyst Hedged's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CFHAX	HIICX	HIIFX	HIIIX	MLXCX	MLXAX	MLXIX	CWXIX	CWXCX	CWXAX
	0.11 8.86 Catalyst	0.27 3.73 Catalystsmh	0.27 3.72 Catalystsmh	0.27 3.73 Catalystsmh	0.25 28.22 Catalyst	0.25 28.28 Catalyst	0.25 28.42 Catalyst	0.11 9.23 Catalystwarrington	0.12 8.46 Catalystwarrington	0.11 9.03 Catalystwarrington
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Insignificant	Weak	Modest	Good	Good	Good	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Cautious Hold	Hold	Strong Hold	Strong Hold	Strong Hold	Cautious Hold	Sell	Cautious Hold
Net Asset	12.11 M	13.62 M	13.62 M	13.62 M	237.86 M	237.86 M	237.86 M	118.63 M	118.63 M	118.63 M
Minimum Initial Investment	2.5 K	N/A	N/A	2.5 K	N/A	N/A	2.5 K	2.5 K	N/A	N/A
Price To Book	N/A	N/A	N/A	N/A	N/A	1.22	N/A	N/A	N/A	N/A
Five Year Return	0.16	4.52	5.33	5.59	15.36	16.27	16.52	5.18	4.12	4.9
One Year Return	0.4	8.18	9.03	9.58	41.98	43.04	43.39	3.39	2.3	3.2
Last Dividend Paid	0.04	0.01	0.01	0.01	0.1	0.11	0.11	N/A	N/A	N/A
Price To Earning	N/A	N/A	N/A	N/A	N/A	28.15	N/A	N/A	N/A	N/A
Price To Sales	N/A	N/A	N/A	N/A	N/A	0.71	N/A	N/A	N/A	N/A
Cash Position Weight	88.44	1.95	1.95	23.34	0.06	0.06	0.35	88.95	98.59	98.59
Equity Positions Weight	N/A	2.27	2.27	1.82	99.93	99.93	99.65	0.65	0.09	0.09
Three Year Return	5.72	2.7	3.4	3.75	28.08	29.05	29.35	4.42	3.39	4.14
Annual Yield	0.012	0.0019	0.0026	0.0059	0.0396	0.0453	0.047	0.0102	0.0102	0.0404
Year To Date Return	0.73	7.62	8.38	8.91	40.15	41.18	41.51	3.28	2.18	2.97
Bond Positions Weight	N/A	N/A	N/A	67.28	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	0.71	1.49	1.65	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Day Typical Price	8.86	3.73	3.72	3.73	28.22	28.28	28.42	9.23	8.46	9.03
Period Momentum Indicator	(0.01)	0.01	(0.01)	0.01	(0.07)	(0.07)	(0.07)	(0.01)	(0.01)	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	8.86	3.73	3.72	3.73	28.22	28.28	28.42	9.23	8.46	9.03
Price Action Indicator	(0.01)	0.005	(0.01)	0.005	(0.04)	(0.04)	(0.04)	(0.01)	(0.01)	0.005
Coefficient Of Variation	(691.11)	2835.11	3032.17	1167.49	725.73	715.99	711.46	(955.42)	(988.34)	(1,016)
Mean Deviation	0.6209	0.1581	0.1825	0.1609	0.92	0.9191	0.9176	0.1078	0.0957	0.103
Jensen Alpha	(0.14)	(0)	(0)	0.0106	0.1478	0.1497	0.1507	(0.05)	(0.04)	(0.05)
Total Risk Alpha	(0.16)	(0.01)	(0.01)	0.004	0.1216	0.1237	0.1246	(0.06)	(0.05)	(0.06)
Sortino Ratio	N/A	(0.07)	(0.07)	(0.03)	0.1037	0.1056	0.1065	N/A	N/A	N/A
Downside Variance	N/A	0.1322	0.1298	0.1316	1.64	1.63	1.62	N/A	N/A	N/A
Standard Deviation	0.8679	0.2389	0.2576	0.2421	1.2	1.2	1.19	0.3799	0.2936	0.3638
Kurtosis	5.49	1.42	(0.05)	1.49	0.8427	0.8203	0.8516	55.59	48.3	54.43
Potential Upside	1.14	0.2717	0.5305	0.2725	1.92	1.95	1.94	0.1055	0.116	0.1081
Treynor Ratio	(0.75)	(0.15)	(0.11)	1.65	0.4847	0.4839	0.488	(1.50)	(1.76)	(1.51)
Maximum Drawdown	5.58	1.34	1.08	1.34	6.54	6.49	6.53	3.06	2.44	2.92
Variance	0.7533	0.0571	0.0663	0.0586	1.43	1.43	1.43	0.1443	0.0862	0.1323
Market Risk Adjusted Performance	(0.74)	(0.14)	(0.1)	1.66	0.4947	0.4939	0.498	(1.49)	(1.75)	(1.50)
Risk Adjusted Performance	(0.11)	0.0048	0.0053	0.0454	0.1132	0.1147	0.1154	(0.09)	(0.1)	(0.09)
Skewness	(1.48)	(0.32)	(0.05)	0.2641	(0.36)	(0.37)	(0.37)	(7.01)	(6.17)	(6.86)
Semi Deviation	N/A	0.1731	0.191	0.1083	1.12	1.11	1.11	N/A	N/A	N/A
Information Ratio	(0.18)	(0.1)	(0.09)	(0.05)	0.1109	0.1127	0.1136	(0.19)	(0.21)	(0.19)
Value At Risk	(1.47)	(0.27)	(0.53)	(0.27)	(2.04)	(2.04)	(2.03)	(0.11)	(0.12)	(0.11)
Expected Short fall	N/A	(0.32)	(0.33)	(0.33)	(0.96)	(0.96)	(0.96)	N/A	N/A	N/A
Downside Deviation	N/A	0.3636	0.3603	0.3627	1.28	1.28	1.27	N/A	N/A	N/A
Semi Variance	N/A	0.0299	0.0365	0.0117	1.25	1.24	1.23	N/A	N/A	N/A

Catalyst Hedged Competition Performance Charts

Five steps to successful analysis of Catalyst Hedged Competition

Catalyst Hedged's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Catalyst Hedged Modity in relation to its competition. Catalyst Hedged's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Catalyst Hedged in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Catalyst Hedged's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Catalyst Hedged Modity, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Catalyst Hedged position

In addition to having Catalyst Hedged in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Junk Bonds Funds Thematic Idea Now

Junk Bonds Funds

Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. The Junk Bonds Funds theme has 38 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Junk Bonds Funds Theme or any other thematic opportunities.

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Other Information on Investing in Catalyst Mutual Fund

Catalyst Hedged 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 Hedged security.

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