CATALYST/EXCEED DEFINED Competition

Mutual Funds . USA . 
Fund . Catalystexceed Defined Shield
SHIIX Fund  USD 10.79  0.01  0.09%   
The fund is listed under the Options Trading category and is part of the Catalyst Mutual Funds family. Peers for CATALYST/EXCEED DEFINED include CATALYST/EXCEED DEFINED, RBB Fund, ENERGY FUND, GAMCO INTERNATIONAL, and Jacob Micro and others in the group. The list provides context for competitive positioning. Catalystexceed Defined Shield is positioned against peers on valuation, growth, and risk to highlight relative strength. CATALYST/EXCEED DEFINED is benchmarked against alternatives to provide broader context. Comparing across peers helps frame valuation, growth, and risk in relative terms.

CATALYST/EXCEED DEFINED vs DOW JONES Correlation View

Very poor diversification
For the present investment horizon, the measured correlation between SHIIX and RYDHX stands at 0.83, or Very poor diversification. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.

Moving together with CATALYST/EXCEED Mutual Fund

  0.61HIIIX Catalystsmh High IncomePairCorr
Specify up to 10 symbols:
The mean reversion principle applied to CATALYST/EXCEED DEFINED's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Hype
Prediction
LowEstimatedHigh
10.4710.7911.11
Details
Intrinsic
Valuation
LowRealHigh
10.4910.8111.13
Details
Naive
Forecast
LowNextHigh
10.4310.7511.06
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.7610.9111.06
Details
Peer comparison enriches CATALYST/EXCEED DEFINED analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

CATALYST/EXCEED DEFINED Competition Correlation Matrix

Competition correlation for Catalystexceed Defined Shield matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.

High positive correlations

CRSH
+ 0.94
RYEIX
BTCC
+ 0.87
JMCGX
RYEIX
+ 0.82
MJSC
RYDHX
+ 0.82
RYHIX
GIGRX
+ 0.78
SHIEX
GIGRX
+ 0.77
MJSC
  

High negative correlations

JMCGX
- 0.87
RYEIX
BTCC
- 0.84
MJSC
CRSH
- 0.82
JMCGX
BTCC
- 0.81
RYEIX
BTCC
- 0.73
CRSH
JMCGX
- 0.69
MJSC

Risk-Adjusted Indicators

There is a big difference between CATALYST/EXCEED Mutual Fund performing well and CATALYST/EXCEED DEFINED Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare CATALYST/EXCEED DEFINED's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

CATALYST/EXCEED DEFINED Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SHIIX SHIEX MJSC RYEIX GIGRX JMCGX RYHIX SKTAX CRSH BTCC
 0.09 
10.79
CATALYST/EXCEED
 0.74 
10.69
CATALYST/EXCEED
 0.58 
54.61
RBB
 1.61 
347.49
ENERGY
 0.83 
22.81
GAMCO
 0.32 
27.79
Jacob
 0.09 
129.92
HEALTH
 0.15 
19.51
SAAT
 0.80 
26.57
Tidal
 0.73 
16.38
Grayscale
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Low
Market Performance
(90 Days Performance)
Weak
Weak
Moderate
Robust
Mild
Weak
Weak
Weak
Constructive
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Sell
Strong Buy
Strong Buy
Strong Buy
Hold
Strong Hold
Strong Hold
Strong Buy
Sell
Net Asset
18.78 M
18.78 M
N/A
28.66 M
21.6 M
16.37 M
19.35 M
19.88 M
N/A
N/A
Minimum Initial Investment
2.5 K
N/A
N/A
N/A
1 K
N/A
N/A
100 K
N/A
N/A
Price To Book
N/A
N/A
N/A
1.22
2.6
1.66
2.9
2.03
N/A
N/A
Five Year Return
5.37
5.09
N/A
17.75
2.76
-8.05
3.79
8.17
N/A
N/A
One Year Return
14.06
13.78
N/A
43.81
10.57
32.56
6.82
18.24
-33.5
N/A
Last Dividend Paid
0.06
0.04
N/A
2.83
0.2
N/A
N/A
0.05
N/A
N/A
Price To Earning
N/A
N/A
N/A
22.09
20.78
1.43
20.5
17.27
N/A
N/A
Price To Sales
N/A
N/A
N/A
1.07
1.77
0.59
1.29
1.18
N/A
N/A
Cash Position Weight
10.82
19.83
N/A
0.9
0.74
0.33
0.86
2.43
N/A
N/A
Equity Positions Weight
8.66
-2.41
N/A
99.14
99.26
99.54
99.48
86.17
N/A
N/A
Three Year Return
12.45
12.14
N/A
14.92
7.99
11.0
6.66
15.16
N/A
N/A
Annual Yield
0.0299
0.0276
N/A
0.0203
0.0215
0.0088
N/A
0.0191
N/A
N/A
Year To Date Return
1.01
0.93
N/A
28.16
3.05
1.37
2.16
1.52
N/A
N/A
Bond Positions Weight
73.1
18.97
N/A
N/A
N/A
N/A
N/A
11.11
N/A
N/A
Ten Year Return
N/A
N/A
N/A
-6.27
6.81
10.68
13.83
8.76
N/A
N/A
Day Typical Price
10.79
10.69
54.79
347.49
22.81
27.79
129.92
19.51
26.38
16.27
Accumulation Distribution
N/A
N/A
0.4
N/A
N/A
N/A
N/A
N/A
0.0248
572.48
Market Facilitation Index
N/A
N/A
0.0137
N/A
N/A
N/A
N/A
N/A
0.66
0.0
Daily Balance Of Power
N/A
N/A
-0.58
N/A
N/A
N/A
N/A
N/A
0.3182
-0.35
Period Momentum Indicator
0.01
-0.08
-0.32
5.52
-0.19
-0.09
-0.12
-0.03
0.21
-0.12
Rate Of Daily Change
1.0
0.99
0.99
1.02
0.99
1.0
1.0
1.0
1.01
0.99
Day Median Price
10.79
10.69
54.89
347.49
22.81
27.79
129.92
19.51
26.29
16.21
Price Action Indicator
0.005
-0.04
-0.43
2.76
-0.1
-0.04
-0.06
-0.01
0.38
0.11
Relative Strength Index
42.45
41.44
48.19
77.21
38.8
38.48
36.0
39.49
64.5
47.53
Coefficient Of Variation
-8,329
-2,876
869.78
308.22
2284.62
-633.44
-1,463
908.25
761.82
-1,149
Mean Deviation
0.2247
0.2239
0.9648
1.01
0.9086
1.05
0.6703
0.7936
1.42
1.8
Jensen Alpha
0.0136
-0.03
0.2056
0.4418
0.115
-0.13
-0.01
0.3141
0.2391
-0.13
Total Risk Alpha
0.0195
0.0125
0.2671
0.5487
0.186
-0.08
0.0235
0.4911
0.4157
0.0472
Sortino Ratio
N/A
N/A
0.1701
0.3925
0.0921
N/A
N/A
0.4598
0.1611
N/A
Downside Variance
N/A
N/A
1.65
1.59
2.05
N/A
N/A
0.5125
3.7
N/A
Standard Deviation
0.3107
0.3112
1.25
1.29
1.3
1.38
0.8663
2.31
1.79
2.87
Kurtosis
0.9564
1.08
0.9472
-0.10
4.05
0.3542
0.133
55.97
-0.28
7.55
Potential Upside
0.4604
0.4643
2.36
2.78
1.74
2.12
1.25
0.8193
2.63
3.23
Treynor Ratio
-0.04
0.3053
0.1576
1.1
0.0585
-0.20
-0.1
0.2969
1.32
-0.18
Maximum Drawdown
1.56
1.67
6.66
5.09
8.94
6.4
4.27
19.52
8.5
15.74
Variance
0.0965
0.0968
1.56
1.68
1.69
1.91
0.7505
5.33
3.19
8.26
Market Risk Adjusted Performance
-0.03
0.3153
0.1676
1.11
0.0685
-0.19
-0.09
0.3069
1.33
-0.17
Risk Adjusted Performance
-0.03
-0.04
0.095
0.2617
0.0387
-0.12
-0.05
0.0941
0.1099
-0.06
Skewness
-0.52
-0.45
-0.47
-0.06
0.4389
-0.14
0.0745
7.18
-0.1
-1.52
Semi Deviation
N/A
N/A
1.18
0.7598
1.31
N/A
N/A
0.3583
1.65
N/A
Information Ratio
0.2294
0.2063
0.1751
0.3824
0.1015
-0.10
0.0182
0.1426
0.1732
-0.06
Value At Risk
-0.64
-0.65
-2.15
-1.74
-2.28
-2.70
-1.42
-1.24
-2.93
-5.12
Expected Short fall
N/A
N/A
-1.05
-1.16
-0.85
N/A
N/A
-1.08
-1.42
N/A
Downside Deviation
N/A
N/A
1.29
1.26
1.43
N/A
N/A
0.7159
1.92
N/A
Semi Variance
N/A
N/A
1.4
0.5773
1.71
N/A
N/A
0.1284
2.72
N/A

CATALYST/EXCEED DEFINED Competition Peer Performance Charts

How to Analyze CATALYST/EXCEED DEFINED Against Peers

CATALYST/EXCEED DEFINED's peer analysis compares CATALYST/EXCEED DEFINED with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether CATALYST/EXCEED DEFINED trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where CATALYST/EXCEED DEFINED leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Competitor benchmarking for CATALYST/EXCEED DEFINED often reveals which operating metrics are genuinely differentiated and which appear similar across the peer group. The competition page for CATALYST/EXCEED DEFINED helps identify potential substitutes and alternatives from both a business and positioning perspective. Income sustainability for CATALYST/EXCEED DEFINED looks different when placed in context against peer group payout and retention trends. The content reflects structured data inputs rather than subjective analysis. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.

Inputs for Catalystexceed Defined Shield come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors
Last reviewed on March 14th, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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