CatalystSMH Total Manager Performance Evaluation

TRIFX -- USA Fund  

USD 4.22  0.01  0.24%

The organization shows Beta (market volatility) of 0.4593 which signifies that as returns on market increase, CatalystSMH Total returns are expected to increase less than the market. However during bear market, the loss on holding CatalystSMH Total will be expected to be smaller as well. Even though it is essential to pay attention to CatalystSMH Total historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. CatalystSMH Total Return Incom exposes twenty-one different technical indicators which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days CatalystSMH Total Return Incom has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, CatalystSMH Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low3.8600
Fifty Two Week High4.4400
Annual Report Expense Ratio3.43%
Horizon     30 Days    Login   to change

CatalystSMH Total Relative Risk vs. Return Landscape

If you would invest  434.00  in CatalystSMH Total Return Incom on September 14, 2019 and sell it today you would lose (12.00)  from holding CatalystSMH Total Return Incom or give up 2.76% of portfolio value over 30 days. CatalystSMH Total Return Incom is currently producing negative expected returns and takes up 0.585% volatility of returns over 30 trading days. Put another way, 5% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, CatalystSMH Total is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.66 times less risky than the market. the firm trades about -0.07 of its potential returns per unit of risk. The DOW is currently generating roughly -0.02 of returns per unit of risk over similar time horizon.

CatalystSMH Total Current Valuation

Fairly Valued
October 14, 2019
4.22
Market Value
4.24
Real Value
6.01
Upside
CatalystSMH Total is somewhat reliable asset. CatalystSMH Total shows prevailing Real Value of $4.24 per share. The current price of the fund is $4.22. At this time the entity appears to be fairly valued. We determine the value of CatalystSMH Total from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

CatalystSMH Total Market Risk Analysis

Sharpe Ratio = -0.072
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CatalystSMH Total Relative Performance Indicators

Estimated Market Risk
 0.59
  actual daily
 
 5 %
of total potential
 
55
Expected Return
 -0.04
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.07
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average CatalystSMH Total is performing at about 0% 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 CatalystSMH Total by adding it to a well-diversified portfolio.

CatalystSMH Total Alerts

Equity Alerts and Improvement Suggestions

CatalystSMH Total generates negative expected return over the last 30 days
Latest headline from finance.yahoo.com: 3 Mutual Fund Misfires To Avoid In Your Retirement Portfolio - October 02, 2019 - Yahoo Finance
The fund maintains about 7.7% of its assets in cash
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