Catalystlyons Tactical Allocation Fund Manager Performance Evaluation

CLTCX Fund  USD 15.35  0.10  0.66%   
The fund shows a Beta (market volatility) of 0.87, which signifies possible diversification benefits within a given portfolio. Catalystlyons Tactical returns are very sensitive to returns on the market. As the market goes up or down, Catalystlyons Tactical is expected to follow.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Catalystlyons Tactical Allocation are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Catalystlyons Tactical may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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Form 497 MUTUAL FUND SERIES TRUST - StreetInsider
07/21/2025
Expense Ratio Date1st of November 2022
Expense Ratio2.2800
  

Catalystlyons Tactical Relative Risk vs. Return Landscape

If you would invest  1,374  in Catalystlyons Tactical Allocation on April 26, 2025 and sell it today you would earn a total of  161.00  from holding Catalystlyons Tactical Allocation or generate 11.72% return on investment over 90 days. Catalystlyons Tactical Allocation is currently producing 0.1819% returns and takes up 0.7812% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Catalystlyons, and 97% 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 Catalystlyons Tactical is expected to generate 1.0 times more return on investment than the market. However, the company is 1.0 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 per unit of risk.

Catalystlyons Tactical Current Valuation

Undervalued
Today
15.35
Please note that Catalystlyons Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Catalystlyons Tactical shows a prevailing Real Value of $15.98 per share. The current price of the fund is $15.35. We determine the value of Catalystlyons Tactical 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 Catalystlyons Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Catalystlyons Mutual Fund. However, Catalystlyons Tactical'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  15.35 Real  15.98 Hype  15.35 Naive  15.12
The intrinsic value of Catalystlyons Tactical'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 Catalystlyons Tactical'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.
15.98
Real Value
16.76
Upside
Estimating the potential upside or downside of Catalystlyons Tactical Allocation helps investors to forecast how Catalystlyons 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 Catalystlyons Tactical more accurately as focusing exclusively on Catalystlyons Tactical's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.8415.1515.46
Details
Hype
Prediction
LowEstimatedHigh
14.5715.3516.13
Details
Naive
Forecast
LowNext ValueHigh
14.3415.1215.90
Details

Catalystlyons Tactical Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalystlyons Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Catalystlyons Tactical Allocation, and traders can use it to determine the average amount a Catalystlyons Tactical'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 = 0.2328

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Estimated Market Risk

 0.78
  actual daily
6
94% of assets are more volatile

Expected Return

 0.18
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.23
  actual daily
18
82% of assets perform better
Based on monthly moving average Catalystlyons Tactical 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 Catalystlyons Tactical by adding it to a well-diversified portfolio.

Catalystlyons Tactical Fundamentals Growth

Catalystlyons Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Catalystlyons Tactical, and Catalystlyons Tactical 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 Catalystlyons Mutual Fund performance.

About Catalystlyons Tactical Performance

Evaluating Catalystlyons Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Catalystlyons Tactical 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 Catalystlyons Tactical 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 combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a proprietary quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.

Things to note about Catalystlyons Tactical performance evaluation

Checking the ongoing alerts about Catalystlyons Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Catalystlyons Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Form 497 MUTUAL FUND SERIES TRUST - StreetInsider
The fund holds about 14.15% of its assets under management (AUM) in cash
Evaluating Catalystlyons Tactical's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Catalystlyons Tactical's mutual fund performance include:
  • Analyzing Catalystlyons Tactical'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 Catalystlyons Tactical's stock is overvalued or undervalued compared to its peers.
  • Examining Catalystlyons Tactical'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 Catalystlyons Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalystlyons Tactical's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Catalystlyons Tactical's mutual fund. These opinions can provide insight into Catalystlyons Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Catalystlyons Tactical's mutual fund performance is not an exact science, and many factors can impact Catalystlyons Tactical'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 Catalystlyons Mutual Fund

Catalystlyons Tactical financial ratios help investors to determine whether Catalystlyons 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 Catalystlyons with respect to the benefits of owning Catalystlyons Tactical security.
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