Catalystlyons Tactical Allocation Fund Manager Performance Evaluation
| CLTCX Fund | USD 15.35 0.10 0.66% |
The fund shows a Beta (market volatility) of -0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Catalystlyons Tactical are expected to decrease at a much lower rate. During the bear market, Catalystlyons Tactical is likely to outperform the market.
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.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 2.2800 |
Catalystlyons |
Catalystlyons Tactical Relative Risk vs. Return Landscape
If you would invest 1,374 in Catalystlyons Tactical Allocation on April 27, 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 0.179% returns and takes up 0.7753% volatility of returns over 90 trading days. Put another way, 6% 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 |
Catalystlyons Tactical Current Valuation
Overvalued
Today
Please note that Catalystlyons Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Catalystlyons Tactical shows a prevailing Real Value of $14.42 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 14.42 | Hype 15.35 | Naive 15.23 |
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.
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: 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 = 0.2309
| Best Portfolio | Best Equity | |||
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| Small Returns | CLTCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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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.
| Price To Earning | 16.40 X | ||||
| Price To Book | 3.12 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 14.77 M | ||||
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. CatalystLyons Tactical is traded on NASDAQ Exchange in the United States.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.| The fund holds about 14.15% of its assets under management (AUM) in cash |
- 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.
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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |