Catalystlyons Tactical Allocation Fund Manager Performance Evaluation
| CLTCX Fund | USD 15.00 -0.18 -1.19% |
The fund owns a Beta (Systematic Risk) of 0.91, which conveys possible diversification benefits within a given portfolio. With a beta near 1, CATALYST/LYONS TACTICAL is expected to mirror market movements with minimal deviation in either direction.
Risk-Adjusted Performance
Soft
Weak | Strong |
Across the last 90 days, the risk-adjusted return profile of Catalystlyons Tactical Allocation is weaker than 1% of the funds and fund portfolios reviewed by Macroaxis. The current category mapping is Tactical Allocation. Despite somewhat strong fundamental indicators, CATALYST/LYONS TACTICAL is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 2.2800 |
CATALYST/LYONS |
Relative Risk vs. Return Landscape
If you had invested $ 1,490 in Catalystlyons Tactical Allocation on December 16, 2025 and sold it today you would have earned a total of $ 10.00 from holding Catalystlyons Tactical Allocation or generated 0.67% return on investment over 90 days. Catalystlyons Tactical Allocation is currently producing a 0.0169% return and carries 1.095% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than CATALYST/LYONS, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of CATALYST/LYONS TACTICAL
Below is the normalized historical share price chart for Catalystlyons Tactical Allocation extending back to July 02, 2012. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of CATALYST/LYONS TACTICAL stands at 15.00, as last reported on the 16th of March 2026, with the highest price reaching 15.00 and the lowest price hitting 15.00 during the day.Macro event markers
Target Price Odds to finish over Current Price
A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For CATALYST/LYONS Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 15.00 | 90 days | 15.00 | about 60.42 |
According to our probability model, the chance of CATALYST/LYONS TACTICAL moving above the current price in 90 days from now is about 60.42 (This probability chart for Catalystlyons Tactical Allocation depicts the range of likely prices for CATALYST/LYONS Mutual Fund over a 90-day horizon).
CATALYST/LYONS TACTICAL Price Density |
| Price |
Predictive Modules for CATALYST/LYONS TACTICAL
Predicting the direction of CATALYST/LYONS TACTICAL and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods helps investors gauge the confidence level of their predictions.The concept of mean reversion suggests that CATALYST/LYONS TACTICAL's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Primary Risk Indicators
Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. CATALYST/LYONS TACTICAL has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking CATALYST/LYONS TACTICAL's volatility and elasticity can help investors in Catalystlyons Tactical Allocation limit the impact of adverse market moves.α | Alpha over Dow Jones | 0.20 | |
β | Beta against Dow Jones | 0.91 | |
σ | Overall volatility | 0.53 | |
Ir | Information ratio | 0.11 |
Investor Alerts and Insights
Real-time alerts for CATALYST/LYONS TACTICAL allow investors to track important fund developments as they happen. Reviewing ongoing notifications for CATALYST/LYONS TACTICAL helps identify opportunities and risks before they are fully priced into the market.| Latest headline from news.google.com: Michael and Susan Dell donate 6.25 B to fund Trump accounts - MSN | |
| The fund holds about 14.15% of its assets under management (AUM) in cash |
CATALYST/LYONS TACTICAL Fundamentals Growth
Investors assess CATALYST/LYONS Mutual Fund by examining CATALYST/LYONS TACTICAL's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape CATALYST/LYONS Mutual Fund market performance.
| Price To Earning | 16.40 X | |||
| Price To Book | 3.12 X | |||
| Price To Sales | 1.41 X | |||
| Total Asset | 4 M | |||
Performance Metrics & Calculation Methodology
CATALYST/LYONS TACTICAL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.
For Catalystlyons Tactical Allocation, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.