Catalyst Dynamic Alpha Fund Manager Performance Evaluation

CPECX Fund  USD 17.84  0.42  2.41%   
The fund secures a Beta (Market Sensitivity) of 1.14, which conveys elevated sensitivity to broad market movements. With a beta near 1, Catalyst Dynamic is expected to mirror market movements with minimal deviation in either direction.
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
Catalyst Dynamic Alpha has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Despite somewhat strong fundamental indicators, Catalyst Dynamic is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date1st of November 2025
Expense Ratio2.1300
  

Relative Risk vs. Return Landscape

If you had invested $ 1,862 in Catalyst Dynamic Alpha on December 23, 2025 and sold it today you would have lost $ 120.00 from holding Catalyst Dynamic Alpha or given up 6.44% of portfolio value over 90 days. Catalyst Dynamic Alpha is currently producing negative expected returns and carries 1.386% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Catalyst, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It works best as a comparative read on return quality, drawdown exposure, and volatility burden. Assuming a 90-day horizon Catalyst Dynamic is expected to under-perform the market. In addition to that, the fund is 1.65 times more volatile than its market benchmark. It trades about -0.07 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.09 per unit of volatility.

Historical Prices of Catalyst Dynamic Alpha

Below is the normalized historical share price chart for Catalyst Dynamic Alpha extending back to December 22, 2011. 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 Dynamic stands at 17.84, as last reported on the 23rd of March, with the highest price reaching 17.84 and the lowest price hitting 17.84 during the day.
Macro event markers
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

The concept of mean reversion, where Catalyst Mutual Fund price gravitates toward equilibrium, is fundamental to market analysis. This pattern is a cornerstone of many forecasting models, though periods of persistent mispricing occur. Investors demand compensation for the additional risk inherent in funds that remain mispriced longer. The concept of price convergence is essential context for any investor forecasting Catalyst Mutual Fund price direction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
17.84 90 days 17.84
over 95.81
Statistical modeling indicates that the probability of Catalyst Dynamic moving above the current price in 90 days from now is over 95.81 . The model uses historical price data to estimate the range of likely outcomes for this fund. The estimate assumes relatively stable market conditions and may not account for tail risk events. The statistical approach provides context that complements fundamental and technical analysis. (This fund probability density function maps the likelihood of Catalyst Mutual Fund reaching different price levels over 90 days). Taller, narrower curves suggest lower volatility and more concentrated price expectations for Catalyst Mutual Fund. Review this distribution alongside Catalyst Mutual Fund's implied volatility for additional context. Review this distribution before making position sizing or risk management decisions around Catalyst Mutual Fund.
Assuming a 90-day horizon the mutual fund has the beta coefficient of 1.14 suggesting Catalyst Dynamic Alpha market returns are sensitive to returns on the market. As the market goes up or down, Catalyst Dynamic is expected to follow. Additionally, Catalyst Dynamic Alpha has an alpha of 0.0328, implying that it can generate a 0.0328 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   Catalyst Dynamic Price Density   
       Price  

Predictive Modules for Catalyst Dynamic

Accurately predicting the fund market is one of the most challenging tasks for investors analyzing Catalyst Dynamic Alpha. No single approach dominates, but the practice of forecasting remains an essential element of the investment process. Investors benefit from applying a variety of techniques rather than relying on a single model for Catalyst Dynamic Alpha. The practice of comparing forecasts for Catalyst Dynamic Alpha builds analytical resilience regardless of which model proves most accurate.
Experienced investors tracking Catalyst Dynamic's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in Catalyst Dynamic. Prices periodically overshoot their intrinsic value in both directions, creating mean reversion opportunities in Catalyst Dynamic. The mean reversion signal is most useful when combined with fundamental confirmation for Catalyst Dynamic's.
Hype
Prediction
LowEstimatedHigh
16.0517.4418.83
Details
Intrinsic
Valuation
LowRealHigh
16.3017.6919.08
Details
Naive
Forecast
LowNextHigh
15.9717.3618.75
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.2018.4519.70
Details
Peer comparison enriches Catalyst Dynamic analysis by revealing how the company ranks against competitors. Catalyst Dynamic's multiples must be compared to direct competitors to determine genuine value. Superior peer-relative performance is one of the strongest justifications for Catalyst Dynamic's valuation premium. Cross-company comparison is essential to validate or challenge any investment thesis on Catalyst Dynamic Alpha.

Primary Risk Indicators

Volatility has been a defining feature of the mutual fund market in recent decades, and Catalyst Dynamic has reflected that pattern. Sudden corrections and sharp rallies have tested many portfolios that include Catalyst Dynamic. A risk management approach built around Catalyst Dynamic's volatility metrics can help investors manage downside exposure. Tracking Catalyst Dynamic's risk indicators over time reveals how the risk profile evolves across market cycles.
α
Alpha over Dow Jones
0.03
β
Beta against Dow Jones1.14
σ
Overall volatility
0.48
Ir
Information ratio 0.01

Investor Alerts and Insights

For investors following Catalyst Dynamic, automated alerts provide early signals of meaningful shifts in fund dynamics. Catalyst Dynamic Alpha notifications highlight material changes that could affect portfolio decisions and overall risk exposure. Investors can customize Catalyst Dynamic alert parameters to match their risk tolerance and investment horizon. Pairing alerts with independent analysis strengthens conviction in Catalyst Dynamic investment decisions.
Catalyst Dynamic generated a negative expected return over the last 90 days
Latest headline from MacroaxisInsider: Acquisition by Saba Capital Management, L.p. of 15373 shares of Delaware Investments at 12.19 subject to Rule 16 b-3
The fund holds 99.26% of its assets under management (AUM) in equities

Catalyst Dynamic Fundamentals Growth

The pricing of Catalyst Mutual Fund is heavily influenced by Catalyst Dynamic's fundamental performance over time. Investors monitor revenue growth, profit margins, cash flow generation, and debt management as key indicators. The performance of Catalyst Mutual Fund is closely linked to Catalyst Dynamic's underlying financial metrics and growth rates. Profitability trends, cash flow generation, and capital structure remain the key fundamentals for Catalyst Mutual Fund.

Performance Metrics & Calculation Methodology

Catalyst Dynamic 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 Catalyst Dynamic Alpha, 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.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 1st, 2026