Catalyst Insider Income Fund Manager Performance Evaluation
| IIXCX Fund | USD 9.22 0.02 0.22% |
The fund shows a Beta (market volatility) of 0.0066, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Catalyst Insider's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst Insider is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Catalyst Insider Income are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Catalyst Insider 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 | 1.7500 |
Catalyst |
Catalyst Insider Relative Risk vs. Return Landscape
If you would invest 909.00 in Catalyst Insider Income on September 29, 2024 and sell it today you would earn a total of 13.00 from holding Catalyst Insider Income or generate 1.43% return on investment over 90 days. Catalyst Insider Income is currently producing 0.0226% returns and takes up 0.1193% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Catalyst, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst Insider Current Valuation
Overvalued
Today
Please note that Catalyst Insider's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Catalyst Insider Income shows a prevailing Real Value of $8.47 per share. The current price of the fund is $9.22. We determine the value of Catalyst Insider 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 Catalyst Insider is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst Mutual Fund. However, Catalyst Insider'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 9.22 | Real 8.47 | Hype 9.22 |
The intrinsic value of Catalyst Insider'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 Catalyst Insider'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 Catalyst Insider Income helps investors to forecast how Catalyst 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 Catalyst Insider more accurately as focusing exclusively on Catalyst Insider's fundamentals will not take into account other important factors: Catalyst Insider Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst Insider's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalyst Insider Income, and traders can use it to determine the average amount a Catalyst Insider'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 = 0.1896
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IIXCX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Catalyst Insider is performing at about 14% 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 Catalyst Insider by adding it to a well-diversified portfolio.
Catalyst Insider Fundamentals Growth
Catalyst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst Insider, and Catalyst Insider 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 Catalyst Mutual Fund performance.
| Total Asset | 2.63 M | ||||
About Catalyst Insider Performance
Evaluating Catalyst Insider's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst Insider 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 Catalyst Insider 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 seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by companies, including real estate investment trusts , whose executives are purchasing shares of the companys common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average duration of less than three and a half years. The fund is non-diversified.Things to note about Catalyst Insider Income performance evaluation
Checking the ongoing alerts about Catalyst Insider for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst Insider 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 most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Catalyst Insider'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 Catalyst Insider's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst Insider'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 Catalyst Insider's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst Insider's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst Insider's mutual fund. These opinions can provide insight into Catalyst Insider's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst Mutual Fund
Catalyst Insider 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 Insider security.
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