Catalyst Hedged Financial Statements From 2010 to 2024
| CFHIX Fund | USD 8.90 0.03 0.34% |
Check Catalyst Hedged financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Catalyst Hedged's main balance sheet or income statement drivers, such as , as well as many indicators such as . Catalyst financial statements analysis is a perfect complement when working with Catalyst Hedged Valuation or Volatility modules.
Catalyst |
Catalyst Hedged Modity Mutual Fund Three Year Return Analysis
Catalyst Hedged's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Catalyst Hedged Three Year Return | 5.98 % |
Most of Catalyst Hedged's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Catalyst Hedged Modity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Catalyst Hedged Modity has a Three Year Return of 5.9809%. This is much higher than that of the Catalyst Mutual Funds family and significantly higher than that of the Commodities Broad Basket category. The three year return for all United States funds is notably lower than that of the firm.
Catalyst Hedged Modity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catalyst Hedged's current stock value. Our valuation model uses many indicators to compare Catalyst Hedged value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catalyst Hedged competition to find correlations between indicators driving Catalyst Hedged's intrinsic value. More Info.Catalyst Hedged Modity is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 84.98 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Catalyst Hedged's earnings, one of the primary drivers of an investment's value.About Catalyst Hedged Financial Statements
Catalyst Hedged investors use historical fundamental indicators, such as Catalyst Hedged's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Catalyst Hedged. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks long-term capital appreciation largely independent from global equity markets. Under normal circumstances the fund invests primarily in call and put options on physical commodity futures contracts, cash and cash equivalents, including money market funds, and directly or indirectly, through other investment funds, in other liquid investments . It seeks to achieve its investment objective by buying and selling options and option spreads on commodity futures and futures on equity indexes.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |