Catalystsmh High Income Fund Manager Performance Evaluation
| HIIIX Fund | USD 3.77 0.01 0.27% |
The fund shows a Beta (market volatility) of 0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalystsmh High's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalystsmh High is expected to be smaller as well.
Risk-Adjusted Performance
20 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystsmh High Income are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Catalystsmh High is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 1.2400 |
Catalystsmh |
Catalystsmh High Relative Risk vs. Return Landscape
If you would invest 362.00 in Catalystsmh High Income on September 3, 2024 and sell it today you would earn a total of 15.00 from holding Catalystsmh High Income or generate 4.14% return on investment over 90 days. Catalystsmh High Income is currently producing 0.0638% returns and takes up 0.2485% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Catalystsmh, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalystsmh High Current Valuation
Undervalued
Today
Please note that Catalystsmh High's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Catalystsmh High Income prevailing Real Value cannot be determined due to lack of data. The current price of Catalystsmh High Income is $3.77. We determine the value of Catalystsmh High Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Catalystsmh High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalystsmh Mutual Fund. However, Catalystsmh High'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 3.77 | Real 0.0 | Hype 0.0 | Naive 3.76 |
The intrinsic value of Catalystsmh High'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 Catalystsmh High'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 Catalystsmh High Income helps investors to forecast how Catalystsmh 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 Catalystsmh High more accurately as focusing exclusively on Catalystsmh High's fundamentals will not take into account other important factors: Catalystsmh High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalystsmh High's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystsmh High Income, and traders can use it to determine the average amount a Catalystsmh High'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 = 0.2565
| Best Portfolio | Best Equity | |||
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| Cash | HIIIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Catalystsmh High is performing at about 20% 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 Catalystsmh High by adding it to a well-diversified portfolio.
Catalystsmh High Fundamentals Growth
Catalystsmh Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalystsmh High, and Catalystsmh High 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 Catalystsmh Mutual Fund performance.
| Total Asset | 4.15 M | ||||
About Catalystsmh High Performance
Evaluating Catalystsmh High's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalystsmh High 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 Catalystsmh High 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.
The fund invests in a non-diversified group of low-quality, high yield corporate bonds and convertible securities. It may invest without limitation in non-investment grade corporate bonds rated Baa or lower by Moodys or BBB or lower by SP . The fund may also invest in corporate issues that have defaulted. While there are no restrictions on maturity, the bonds in the funds portfolio generally have an average maturity of less than ten years. It is non-diversified.Things to note about Catalystsmh High Income performance evaluation
Checking the ongoing alerts about Catalystsmh High for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystsmh High Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 23.34% of its assets under management (AUM) in cash |
- Analyzing Catalystsmh High'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 Catalystsmh High's stock is overvalued or undervalued compared to its peers.
- Examining Catalystsmh High'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 Catalystsmh High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalystsmh High's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalystsmh High's mutual fund. These opinions can provide insight into Catalystsmh High's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalystsmh Mutual Fund
Catalystsmh High financial ratios help investors to determine whether Catalystsmh 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 Catalystsmh with respect to the benefits of owning Catalystsmh High security.
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