CATALYST EXCEED Correlations

CLPFX Fund

USD 13.47 -0.06 -0.44%

Current 90-days correlation between Catalyst Exceed Defined and Morgan Stanley Institutional is 0.35 (i.e., Weak diversification).Correlation analysis for CATALYST EXCEED quantifies the degree to which its price movements mirror or diverge from those of related assets. A coefficient near +1 signals strong co-movement, while a coefficient near -1 indicates consistent opposite movement.

Market Correlation - CATALYST EXCEED

Good diversification

Across the chosen horizon, CLPFX and DJI show a correlation of -0.13 and fall into the Good diversification bucket. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Use Trending Equities to better understand diversified portfolio construction. Clearer exposure analysis supports long-term portfolio balance. This includes a position in Catalyst Exceed Defined in the portfolio view. 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

1.0	CLPCX	Catalyst Exceed Defined	Pair Corr
1.0	CLPAX	Catalyst Exceed Defined	Pair Corr

Moving against CATALYST Mutual Fund

0.66	MLXCX	Catalyst Mlp	Pair Corr
0.66	MLXAX	Catalyst Mlp	Pair Corr
0.66	MLXIX	Catalyst Mlp	Pair Corr
0.6	MBXAX	Catalystmillburn Hedge	Pair Corr
0.6	MBXFX	Catalystmillburn Hedge	Pair Corr
0.52	CLTCX	CATALYST/LYONS TACTICAL	Pair Corr
0.52	CLTAX	CATALYST/LYONS TACTICAL	Pair Corr
0.71	CAXCX	Catalystmap Global Equity	Pair Corr
0.71	CAXAX	Catalystmap Global Equity	Pair Corr
0.67	TRXAX	CATALYST/MAP GLOBAL	Pair Corr
0.67	TRXIX	CATALYST/MAP GLOBAL	Pair Corr
0.66	TRXCX	CATALYST/MAP GLOBAL	Pair Corr
0.65	CAXIX	Catalystmap Global Equity	Pair Corr
0.6	MBXCX	Catalystmillburn Hedge	Pair Corr
0.6	MBXIX	Catalystmillburn Hedge	Pair Corr
0.55	IIXIX	Catalyst Insider Income	Pair Corr
0.53	IIXAX	Catalyst Insider Income	Pair Corr

Related Correlations Analysis

	BBISX	WIMVX	LMUSX	LBWCX	DOXGX	GBAYX	MAIJX
BBISX		0.63	0.44	0.84	0.86	0.85	0.86	BBISX
WIMVX	0.63		0.74	0.52	0.77	0.89	0.62	WIMVX
LMUSX	0.44	0.74		0.54	0.7	0.69	0.66	LMUSX
LBWCX	0.84	0.52	0.54		0.82	0.7	0.83	LBWCX
DOXGX	0.86	0.77	0.7	0.82		0.91	0.8	DOXGX
GBAYX	0.85	0.89	0.69	0.7	0.91		0.79	GBAYX
MAIJX	0.86	0.62	0.66	0.83	0.8	0.79		MAIJX
	BBISX	WIMVX	LMUSX	LBWCX	DOXGX	GBAYX	MAIJX

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
BBISX	0.65	0.10	0.11	0.07	0.84	-0.63	1.31	-1.55	4.25
WIMVX	0.60	-0.02	0.00	-0.07	0.00	0.00	0.94	-1.34	3.62
LMUSX	0.64	0.03	0.06	0.00	0.78	-0.65	1.06	-1.25	4.94
LBWCX	0.76	0.28	0.39	0.19	0.38	-0.95	1.30	-1.18	15.25
DOXGX	0.58	0.04	0.07	0.01	0.72	-0.61	1.24	-1.28	3.26
GBAYX	0.29	0.00	0.00	-0.04	0.00	0.00	0.51	-0.75	2.08
MAIJX	0.86	0.32	0.28	0.51	0.77	-0.97	1.77	-1.31	15.95

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