Catalystcifc Floating Rate Fund Manager Performance Evaluation
| CFRFX Fund | 9.28 0.01 0.11% |
The fund shows a Beta (market volatility) of -0.0064, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Catalystcifc Floating are expected to decrease at a much lower rate. During the bear market, Catalystcifc Floating is likely to outperform the market.
Risk-Adjusted Performance
23 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystcifc Floating Rate are ranked lower than 23 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Catalystcifc Floating is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCatalystcifc |
Catalystcifc Floating Relative Risk vs. Return Landscape
If you would invest 910.00 in Catalystcifc Floating Rate on September 13, 2024 and sell it today you would earn a total of 18.00 from holding Catalystcifc Floating Rate or generate 1.98% return on investment over 90 days. Catalystcifc Floating Rate is currently producing 0.0311% returns and takes up 0.1029% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Catalystcifc, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalystcifc Floating Current Valuation
Fairly Valued
Today
Please note that Catalystcifc Floating's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Catalystcifc Floating shows a prevailing Real Value of USD9.34 per share. The current price of the fund is USD9.28. Our model approximates the value of Catalystcifc Floating from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Catalystcifc Floating is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalystcifc Mutual Fund. However, Catalystcifc Floating'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 9.28 | Real 9.34 | Hype 9.95 | Naive 9.27 |
The intrinsic value of Catalystcifc Floating'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 Catalystcifc Floating'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 Catalystcifc Floating Rate helps investors to forecast how Catalystcifc 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 Catalystcifc Floating more accurately as focusing exclusively on Catalystcifc Floating's fundamentals will not take into account other important factors: Catalystcifc Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalystcifc Floating's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystcifc Floating Rate, and traders can use it to determine the average amount a Catalystcifc Floating'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 = 0.3026
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| CFRFX |
Based on monthly moving average Catalystcifc Floating is performing at about 23% 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 Catalystcifc Floating by adding it to a well-diversified portfolio.
Catalystcifc Floating Fundamentals Growth
Catalystcifc Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalystcifc Floating, and Catalystcifc Floating 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 Catalystcifc Mutual Fund performance.
About Catalystcifc Floating Performance
Evaluating Catalystcifc Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalystcifc Floating 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 Catalystcifc Floating 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in U.S. dollar denominated floating rate secured loans and other floating rate debt instruments, including floating rate bonds floating rate notes floating rate debentures tranches of floating rate asset-backed securities, including structured notes, made to, or issued by, U.S. and non-U.S. corporations or other business entities and other investment companies that invest primarily in floating rate assets.Things to note about Catalystcifc Floating performance evaluation
Checking the ongoing alerts about Catalystcifc Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystcifc Floating help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Franklin Mutual Global Discovery Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Catalystcifc Floating'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 Catalystcifc Floating's stock is overvalued or undervalued compared to its peers.
- Examining Catalystcifc Floating'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 Catalystcifc Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalystcifc Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalystcifc Floating's mutual fund. These opinions can provide insight into Catalystcifc Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalystcifc Mutual Fund
Catalystcifc Floating financial ratios help investors to determine whether Catalystcifc 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 Catalystcifc with respect to the benefits of owning Catalystcifc Floating security.
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