Catalyst Exceed Correlations

CLPFX Fund

USD 15.47 0.15 0.98%

The current 90-days correlation between Catalyst Exceed Defined and Auer Growth Fund is 0.47 (i.e., Very weak diversification). The correlation of Catalyst Exceed is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Catalyst Exceed Correlation With Market

Poor diversification

The correlation between Catalyst Exceed Defined and DJI is 0.6 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Catalyst Exceed Defined and DJI in the same portfolio, assuming nothing else is changed.

Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Catalyst Exceed Defined. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.

Moving together with Catalyst Mutual Fund

0.8	HIICX	Catalystsmh High Income	Pair Corr
0.82	HIIFX	Catalystsmh High Income	Pair Corr
0.82	HIIIX	Catalystsmh High Income	Pair Corr
0.93	SHIIX	Catalyst/exceed Defined	Pair Corr
0.93	SHIEX	Catalyst/exceed Defined	Pair Corr
0.91	SHINX	Catalyst/exceed Defined	Pair Corr
1.0	CLPCX	Catalyst Exceed Defined	Pair Corr
1.0	CLPAX	Catalyst Exceed Defined	Pair Corr
0.91	CLTIX	Catalyst/lyons Tactical	Pair Corr
0.9	CLTCX	Catalyst/lyons Tactical	Pair Corr
0.91	CLTAX	Catalyst/lyons Tactical	Pair Corr
0.61	CPECX	Catalyst Dynamic Alpha	Pair Corr
0.62	CPEAX	Catalyst Dynamic Alpha	Pair Corr
0.63	CPEIX	Catalyst Dynamic Alpha	Pair Corr
0.83	TRXCX	Catalystmap Global	Pair Corr
0.84	TRXAX	Catalystmap Global	Pair Corr
0.84	TRXIX	Catalystmap Global	Pair Corr

Moving against Catalyst Mutual Fund

0.82	MLXCX	Catalyst Mlp Infrast	Pair Corr
0.82	MLXAX	Catalyst Mlp Infrast	Pair Corr
0.82	MLXIX	Catalyst Mlp Infrast	Pair Corr
0.37	CWXCX	Catalyst/warrington	Pair Corr
0.34	CWXAX	Catalyst/warrington	Pair Corr
0.49	EIXCX	Catalyst Enhanced Income	Pair Corr
0.46	EIXIX	Catalyst Enhanced Income	Pair Corr
0.38	EIXAX	Catalyst Enhanced Income	Pair Corr

Related Correlations Analysis

	AUERX	MFTTX	OPTCX	FLDFX	ABVCX	LMUSX	SGICX
AUERX		0.65	0.78	0.74	0.82	0.73	0.88	AUERX
MFTTX	0.65		0.68	0.79	0.71	0.69	0.55	MFTTX
OPTCX	0.78	0.68		0.94	0.93	0.95	0.71	OPTCX
FLDFX	0.74	0.79	0.94		0.94	0.96	0.71	FLDFX
ABVCX	0.82	0.71	0.93	0.94		0.93	0.82	ABVCX
LMUSX	0.73	0.69	0.95	0.96	0.93		0.68	LMUSX
SGICX	0.88	0.55	0.71	0.71	0.82	0.68		SGICX
	AUERX	MFTTX	OPTCX	FLDFX	ABVCX	LMUSX	SGICX

Risk-Adjusted Indicators

There is a big difference between Catalyst Mutual Fund performing well and Catalyst Exceed Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Catalyst Exceed's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AUERX	0.81	0.07	0.07	0.13	0.95	(0.90)	1.72	(1.72)	4.33
MFTTX	1.11	0.13	0.10	0.20	1.11	(1.37)	2.91	(1.80)	6.72
OPTCX	0.18	0.00	(0.18)	0.08	0.09	(0.23)	0.41	(0.30)	1.01
FLDFX	0.42	0.02	0.00	0.09	0.54	(0.42)	0.89	(0.73)	2.65
ABVCX	0.51	0.03	0.04	0.10	0.58	(0.59)	1.23	(1.12)	3.47
LMUSX	0.56	0.03	0.03	0.09	0.76	(0.52)	1.25	(1.38)	3.59
SGICX	0.40	0.03	0.01	0.10	0.45	(0.45)	0.87	(0.92)	2.54

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