Catalystwarrington Strategic Program Fund Fundamentals
| CWXAX Fund | USD 9.25 0.00 0.00% |
Catalystwarrington Strategic Program fundamentals help investors to digest information that contributes to Catalystwarrington's financial success or failures. It also enables traders to predict the movement of Catalystwarrington Mutual Fund. The fundamental analysis module provides a way to measure Catalystwarrington's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Catalystwarrington mutual fund.
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Catalystwarrington Strategic Program Mutual Fund Three Year Return Analysis
Catalystwarrington'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 Catalystwarrington Three Year Return | 4.59 % |
Most of Catalystwarrington'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, Catalystwarrington Strategic Program 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, Catalystwarrington Strategic Program has a Three Year Return of 4.5933%. This is much higher than that of the Catalyst Mutual Funds family and significantly higher than that of the Options Trading category. The three year return for all United States funds is notably lower than that of the firm.
Catalystwarrington Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Catalystwarrington's current stock value. Our valuation model uses many indicators to compare Catalystwarrington value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catalystwarrington competition to find correlations between indicators driving Catalystwarrington's intrinsic value. More Info.Catalystwarrington Strategic Program 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 54.70 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 Catalystwarrington's earnings, one of the primary drivers of an investment's value.Catalystwarrington Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Catalystwarrington's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Catalystwarrington could also be used in its relative valuation, which is a method of valuing Catalystwarrington by comparing valuation metrics of similar companies.Catalystwarrington is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Catalystwarrington
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments.Asset allocation divides Catalystwarrington's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Catalystwarrington Fundamentals
| Total Asset | 16.33 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 2.21 % | ||||
| One Year Return | 2.47 % | ||||
| Three Year Return | 4.59 % | ||||
| Five Year Return | 4.11 % | ||||
| Net Asset | 118.63 M | ||||
| Cash Position Weight | 98.59 % | ||||
| Equity Positions Weight | 0.09 % |
About Catalystwarrington Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Catalystwarrington Strategic Program's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Catalystwarrington using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Catalystwarrington Strategic Program based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund seeks to achieve its investment objective by buying and selling short-term options and option spreads on the Standard Poors 500 Index futures and holding cash and cash equivalents, including treasury securities and money market mutual funds. An option spread is a strategy where it buys two different options on the SP, but with different prices or expirations, in order to hedge against declines in the value of the options.
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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 Catalystwarrington Mutual Fund
Catalystwarrington financial ratios help investors to determine whether Catalystwarrington 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 Catalystwarrington with respect to the benefits of owning Catalystwarrington security.
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