Catalyst Dynamic Financial Statements From 2010 to 2025
| CPEAX Fund | USD 20.67 0.29 1.42% |
Check Catalyst Dynamic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Catalyst Dynamic'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 Dynamic Valuation or Volatility modules.
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Catalyst Dynamic Alpha Mutual Fund Year To Date Return Analysis
Catalyst Dynamic's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Catalyst Dynamic Year To Date Return | 1.13 % |
Most of Catalyst Dynamic's fundamental indicators, such as Year To Date 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 Dynamic Alpha is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Catalyst Dynamic Alpha has a Year To Date Return of 1.1299%. This is much higher than that of the Catalyst Mutual Funds family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Catalyst Dynamic Alpha Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catalyst Dynamic's current stock value. Our valuation model uses many indicators to compare Catalyst Dynamic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catalyst Dynamic competition to find correlations between indicators driving Catalyst Dynamic's intrinsic value. More Info.Catalyst Dynamic Alpha is the top fund in price to earning among similar funds. It is third largest fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Catalyst Dynamic Alpha is roughly 7.52 . 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 Dynamic's earnings, one of the primary drivers of an investment's value.About Catalyst Dynamic Financial Statements
Catalyst Dynamic investors use historical fundamental indicators, such as Catalyst Dynamic'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 Dynamic. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies. In addition to common stocks, other types of equity securities in which the fund may invest include real estate investment trusts and American Depositary Receipts . Under normal conditions, the fund invests at least 80 percent of the funds net assets plus any borrowings for investment purposes in equity securities defined as common stocks, REITs and ADRs. It is non-diversified.
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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 Dynamic 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 Dynamic security.
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