Catalystexceed Defined Correlations

SHINX Fund

USD 10.18 0.04 0.39%

The current 90-days correlation between Catalystexceed Defined and Leader Short Term Bond is 0.05 (i.e., Significant diversification). The correlation of Catalystexceed Defined is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Catalystexceed Defined Correlation With Market

Very poor diversification

The correlation between Catalystexceed Defined Shield and DJI is 0.87 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Catalystexceed Defined Shield and DJI in the same portfolio, assuming nothing else is changed.

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Catalystexceed Defined Shield. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

Moving together with Catalystexceed Mutual Fund

0.95	HIICX	Catalystsmh High Income	Pair Corr
0.94	HIIFX	Catalystsmh High Income	Pair Corr
0.94	HIIIX	Catalystsmh High Income	Pair Corr
0.86	MLXCX	Catalyst Mlp Infrast	Pair Corr
0.86	MLXAX	Catalyst Mlp Infrast	Pair Corr
0.87	MLXIX	Catalyst Mlp Infrast	Pair Corr
0.98	CFRIX	Catalyst/princeton	Pair Corr
0.98	CFRFX	Catalyst/cifc Floating	Pair Corr
0.98	CFRCX	Catalyst/princeton	Pair Corr
0.98	CFRAX	Catalyst/princeton	Pair Corr
0.98	INSAX	Catalyst Insider Buying	Pair Corr
0.98	INSCX	Catalyst Insider Buying	Pair Corr
0.99	INSIX	Catalyst Insider Buying	Pair Corr
0.98	ATRFX	Catalyst Intelligent	Pair Corr
0.98	ATRCX	Catalyst Intelligent	Pair Corr
0.98	ATRAX	Catalyst Intelligent	Pair Corr
1.0	SHIIX	Catalystexceed Defined	Pair Corr
1.0	SHIEX	Catalystexceed Defined	Pair Corr
0.99	CLPCX	Catalyst Exceed Defined	Pair Corr
0.99	CLPAX	Catalyst Exceed Defined	Pair Corr
0.99	CLPFX	Catalyst Exceed Defined	Pair Corr
0.98	CLTIX	Catalyst/lyons Tactical	Pair Corr
0.98	CLTCX	Catalyst/lyons Tactical	Pair Corr
0.98	CLTAX	Catalyst/lyons Tactical	Pair Corr
0.97	MBXAX	Catalystmillburn Hedge	Pair Corr
0.97	MBXFX	Catalystmillburn Hedge	Pair Corr
0.97	MBXCX	Catalystmillburn Hedge	Pair Corr
0.97	MBXIX	Catalystmillburn Hedge	Pair Corr
1.0	CPECX	Catalyst Dynamic Alpha	Pair Corr
1.0	CPEAX	Catalyst Dynamic Alpha	Pair Corr
1.0	CPEIX	Catalyst Dynamic Alpha	Pair Corr
0.87	TRIIX	Catalystsmh Total Return	Pair Corr
0.87	TRIFX	Catalystsmh Total Return	Pair Corr
0.87	TRICX	Catalystsmh Total Return	Pair Corr
0.98	TRXCX	Catalystmap Global	Pair Corr
0.98	TRXAX	Catalystmap Global	Pair Corr

Moving against Catalystexceed Mutual Fund

0.95	CWXCX	Catalystwarrington	Pair Corr
0.95	CWXAX	Catalystwarrington	Pair Corr
0.91	CWXIX	Catalystwarrington	Pair Corr

Related Correlations Analysis

	LCCMX	RULFX	BTFRX	MSTBX	DODLX	BXHCX	MBSAX
LCCMX		0.97	0.87	0.83	0.84	0.95	0.93	LCCMX
RULFX	0.97		0.92	0.91	0.92	0.96	0.95	RULFX
BTFRX	0.87	0.92		0.92	0.93	0.92	0.95	BTFRX
MSTBX	0.83	0.91	0.92		0.98	0.89	0.93	MSTBX
DODLX	0.84	0.92	0.93	0.98		0.9	0.95	DODLX
BXHCX	0.95	0.96	0.92	0.89	0.9		0.98	BXHCX
MBSAX	0.93	0.95	0.95	0.93	0.95	0.98		MBSAX
	LCCMX	RULFX	BTFRX	MSTBX	DODLX	BXHCX	MBSAX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Catalystexceed Mutual Fund performing well and Catalystexceed Defined Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Catalystexceed Defined's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
LCCMX	0.12	0.05	(0.57)	2.40	0.00	(0.26)	0.51	(0.13)	1.00
RULFX	0.05	0.01	0.00	1.64	0.00	0.00	0.10	(0.10)	0.50
BTFRX	0.17	0.01	(0.33)	0.19	0.09	(0.21)	0.27	(0.27)	1.19
MSTBX	0.10	0.01	(0.82)	1.34	0.00	(0.14)	0.21	(0.21)	0.41
DODLX	0.22	0.03	(0.30)	0.90	0.10	(0.26)	0.46	(0.37)	1.21
BXHCX	0.16	0.06	(0.27)	0.59	0.00	(0.25)	0.50	(0.13)	1.02
MBSAX	0.25	0.04	(0.16)	0.32	0.08	(0.29)	0.52	(0.50)	1.62

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2025 Macroaxis LLC