Catalyst Intelligent Alternative Fund Manager Performance Evaluation

ATRFX Fund  USD 9.73  0.02  0.21%   
The fund shows a Beta (market volatility) of -0.0238, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Catalyst Intelligent are expected to decrease at a much lower rate. During the bear market, Catalyst Intelligent is likely to outperform the market.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Catalyst Intelligent Alternative are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Catalyst Intelligent may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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Expense Ratio Date1st of November 2022
Expense Ratio1.7900
  

Catalyst Intelligent Relative Risk vs. Return Landscape

If you would invest  890.00  in Catalyst Intelligent Alternative on April 28, 2025 and sell it today you would earn a total of  83.00  from holding Catalyst Intelligent Alternative or generate 9.33% return on investment over 90 days. Catalyst Intelligent Alternative is currently producing 0.1436% returns and takes up 0.6275% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Catalyst, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Catalyst Intelligent is expected to generate 1.24 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.24 times less risky than the market. It trades about 0.23 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

Catalyst Intelligent Current Valuation

Overvalued
Today
9.73
Please note that Catalyst Intelligent's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Catalyst Intelligent shows a prevailing Real Value of $9.45 per share. The current price of the fund is $9.73. We determine the value of Catalyst Intelligent 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 Intelligent is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst Mutual Fund. However, Catalyst Intelligent'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  9.73 Real  9.45 Hype  9.77 Naive  9.74
The intrinsic value of Catalyst Intelligent'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 Intelligent'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.
9.45
Real Value
10.08
Upside
Estimating the potential upside or downside of Catalyst Intelligent Alternative 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 Intelligent more accurately as focusing exclusively on Catalyst Intelligent's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.219.489.75
Details
Hype
Prediction
LowEstimatedHigh
9.149.7710.40
Details
Naive
Forecast
LowNext ValueHigh
9.119.7410.37
Details

Catalyst Intelligent Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst Intelligent's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalyst Intelligent Alternative, and traders can use it to determine the average amount a Catalyst Intelligent'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 = 0.2288

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Estimated Market Risk

 0.63
  actual daily
5
95% of assets are more volatile

Expected Return

 0.14
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.23
  actual daily
18
82% of assets perform better
Based on monthly moving average Catalyst Intelligent is performing at about 18% 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 Intelligent by adding it to a well-diversified portfolio.

Catalyst Intelligent Fundamentals Growth

Catalyst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst Intelligent, and Catalyst Intelligent 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.

About Catalyst Intelligent Performance

Evaluating Catalyst Intelligent's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst Intelligent 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 Intelligent 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 circumstances, the fund seeks to provide a total return that exceeds the BNP Paribas Catalyst Systematic Alpha Index III . It seeks excess return, after the impact of fees and expenses, above the Benchmark through investing in securities that provide exposure to the Benchmark, securities that provide exposure to strategies of similar nature to the Benchmark component, and fixed income securities, primarily short-term U.S. corporate bonds issued by publicly traded companies, including REITs and convertible bonds.

Things to note about Catalyst Intelligent performance evaluation

Checking the ongoing alerts about Catalyst Intelligent for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst Intelligent help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds about 70.0% of its assets under management (AUM) in cash
Evaluating Catalyst Intelligent's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Catalyst Intelligent's mutual fund performance include:
  • Analyzing Catalyst Intelligent'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 Intelligent's stock is overvalued or undervalued compared to its peers.
  • Examining Catalyst Intelligent'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 Intelligent's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst Intelligent's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Catalyst Intelligent's mutual fund. These opinions can provide insight into Catalyst Intelligent's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Catalyst Intelligent's mutual fund performance is not an exact science, and many factors can impact Catalyst Intelligent's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Catalyst Mutual Fund

Catalyst Intelligent 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 Intelligent security.
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