Catalystaspect Enhanced Multi Asset Fund Manager Performance Evaluation
| CASIX Fund | USD 9.14 0.06 0.66% |
The fund shows a Beta (market volatility) of 0.56, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Catalyst/aspect Enhanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Catalyst/aspect Enhanced is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystaspect Enhanced Multi Asset are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Catalyst/aspect Enhanced may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...moreCatalyst/aspect |
Catalyst/aspect Enhanced Relative Risk vs. Return Landscape
If you would invest 816.00 in Catalystaspect Enhanced Multi Asset on April 22, 2025 and sell it today you would earn a total of 98.00 from holding Catalystaspect Enhanced Multi Asset or generate 12.01% return on investment over 90 days. Catalystaspect Enhanced Multi Asset is currently producing 0.1853% returns and takes up 0.6661% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Catalyst/aspect, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Catalyst/aspect Enhanced Current Valuation
Undervalued
Today
Please note that Catalyst/aspect Enhanced's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Catalyst/aspect Enhanced shows a prevailing Real Value of $9.82 per share. The current price of the fund is $9.14. We determine the value of Catalyst/aspect Enhanced 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/aspect Enhanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalyst/aspect Mutual Fund. However, Catalyst/aspect Enhanced'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 9.14 | Real 9.82 | Hype 9.14 | Naive 9.13 |
The intrinsic value of Catalyst/aspect Enhanced'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/aspect Enhanced'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 Catalystaspect Enhanced Multi Asset helps investors to forecast how Catalyst/aspect 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/aspect Enhanced more accurately as focusing exclusively on Catalyst/aspect Enhanced's fundamentals will not take into account other important factors: Catalyst/aspect Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalyst/aspect Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystaspect Enhanced Multi Asset, and traders can use it to determine the average amount a Catalyst/aspect Enhanced'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 = 0.2782
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 21 79% of assets perform better |
Based on monthly moving average Catalyst/aspect Enhanced is performing at about 21% 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/aspect Enhanced by adding it to a well-diversified portfolio.
Catalyst/aspect Enhanced Fundamentals Growth
Catalyst/aspect Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalyst/aspect Enhanced, and Catalyst/aspect Enhanced 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/aspect Mutual Fund performance.
About Catalyst/aspect Enhanced Performance
Evaluating Catalyst/aspect Enhanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalyst/aspect Enhanced 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/aspect Enhanced 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 in a portfolio composed of two components a Managed Futures Component consisting of global financial and commodity futures, currency forwards and other derivative contracts on or related to sectors or assets classes including currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and a 6040 Component consisting of a portfolio investing in U.S. equity and U.S. fixed income markets through financial futures and U.S. bond ETFs. The fund is non-diversified.Things to note about Catalyst/aspect Enhanced performance evaluation
Checking the ongoing alerts about Catalyst/aspect Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalyst/aspect Enhanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund has annual holdings turnover of about 142.0% suggesting active trading | |
| Catalyst/aspect Enhanced holds roughly 33.96% of its assets under management (AUM) in cash |
- Analyzing Catalyst/aspect Enhanced'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/aspect Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Catalyst/aspect Enhanced'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/aspect Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalyst/aspect Enhanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Catalyst/aspect Enhanced's mutual fund. These opinions can provide insight into Catalyst/aspect Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Catalyst/aspect Mutual Fund
Catalyst/aspect Enhanced financial ratios help investors to determine whether Catalyst/aspect 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/aspect with respect to the benefits of owning Catalyst/aspect Enhanced security.
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