RBC Portefeuille Competition

Funds . Canada . 
Fund . RBC Portefeuille de
0P00007069  CAD 41.16  0.13  0.31%   
  
Hype
Prediction
LowEstimatedHigh
40.7241.1641.60
Details
Intrinsic
Valuation
LowRealHigh
40.4240.8641.30
Details

RBC Portefeuille Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between RBC Portefeuille and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of RBC and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of RBC Portefeuille does not affect the price movement of the other competitor.
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High positive correlations   
ERE-UN
+ 0.81
XHB
ERE-UN
+ 0.8
0P0000OXA6
0P0000OXA6
+ 0.65
XHB
TKU
+ 0.59
SOLR
TKU
+ 0.58
ZUAG-U
TKU
+ 0.58
ALA-PA
  
High negative correlations   
0P0000OXA6
- 0.83
ZUAG-U
ERE-UN
- 0.78
TKU
TKU
- 0.77
0P0000OXA6
TKU
- 0.7
XHB
ALA-PA
- 0.62
XHB
0P0000OXA6
- 0.61
SOLR

Risk-Adjusted Indicators

There is a big difference between RBC Fund performing well and RBC Portefeuille 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 RBC Portefeuille'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.
All Fundamental Data

RBC Portefeuille Competitive Analysis

The better you understand RBC Portefeuille competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, RBC Portefeuille's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across RBC Portefeuille's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
0P00007069 ZUAG-U XHB EDGF SOLR 0P0000OXA6 ALA-PA ECO TKU ERE-UN
 0.31 
 41.16 
RBC
 0.87 
 30.29 
BMO
 0.05 
 19.64 
IShares
 1.22 
 10.53 
Brompton
 12.50 
 0.04 
Solar
 0.42 
 28.37 
PHN
 0.42 
 19.33 
Altagas
 1.23 
 4.02 
EcoSynthetix
 0.00 
 0.01 
Tarku
 0.55 
 3.63 
European
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Out of control
Very steady
Very steady
Slightly risky
Out of control
Moderately volatile
Market Performance
(90 Days Performance)
Good
Very Weak
OK
Very Weak
Weak
Solid
Weak
Very Weak
Very Weak
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
About Average
Low
About Average
Very High
Low
Low
Quite High
Very High
Below Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(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)
Cautious Hold
Sell
Cautious Hold
Sell
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
0.19
N/A
N/A
30.53
2.39
0.19
Net Asset
8.86 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
3.76 M
1.72 B
Profit Margin
N/A
N/A
N/A
N/A
-0.0107
N/A
0.0239
-0.11
N/A
-0.49
EBITDA
N/A
N/A
N/A
N/A
(762.93 K)
N/A
1.14 B
(3.75 M)
(1.29 M)
66.25 M
Operating Margin
N/A
N/A
N/A
N/A
-0.7
N/A
0.0733
-0.0573
N/A
0.68
Current Valuation
N/A
N/A
N/A
N/A
10.37 M
N/A
N/A
189.39 M
1.28 M
1.57 B
Price To Book
N/A
N/A
N/A
N/A
93.97
N/A
N/A
4.26
0.62
0.56
Five Year Return
3.88
N/A
2.6
N/A
N/A
8.42
N/A
N/A
N/A
5.24
Retained Earnings
N/A
N/A
N/A
N/A
(68.87 M)
N/A
N/A
(459.55 M)
(9.97 M)
170.62 M
One Year Return
-2.91
N/A
11.6
N/A
N/A
-0.8
N/A
N/A
N/A
N/A
Beta
N/A
N/A
0.94
0.95
1.32
N/A
1.32
0.86
-0.28
1.29
Cash Position Weight
3.07
N/A
N/A
N/A
N/A
1.58
N/A
N/A
N/A
N/A
Equity Positions Weight
74.82
N/A
N/A
N/A
N/A
98.42
N/A
N/A
N/A
N/A
Number Of Employees
1
N/A
1
N/A
N/A
N/A
2.93 K
25
N/A
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
294.19 M
N/A
N/A
58.61 M
126.74 M
92.21 M
Three Year Return
2.4
N/A
2.2
N/A
N/A
5.68
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
97.33 K
N/A
738 M
316.99 K
(1.06 M)
55.21 M
Annual Yield
N/A
N/A
N/A
N/A
N/A
N/A
0.0524
N/A
N/A
0.0491
Total Debt
N/A
N/A
N/A
N/A
137.5 K
N/A
7.68 B
584.36 K
701.24 K
992.49 M
Return On Equity
N/A
N/A
N/A
N/A
-6.84
N/A
0.0477
-0.0429
-0.2
-0.11
Bond Positions Weight
19.88
N/A
97.03
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
30.71
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-0.25
N/A
0.0273
-0.0579
-0.0808
0.0251
Number Of Shares Shorted
N/A
N/A
N/A
N/A
1.21 K
N/A
8.1 K
399.87 K
5.13 K
950.72 K
Book Value Per Share
N/A
N/A
N/A
N/A
-0.007
N/A
24.88
0.68
0.023
4.43
Minimum Initial Investment
500
N/A
N/A
N/A
N/A
500
N/A
N/A
N/A
N/A
Total Asset
8.86 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
3.76 M
1.72 B
Last Dividend Paid
N/A
N/A
0.065
N/A
N/A
N/A
1.05
N/A
N/A
0.18
Short Ratio
N/A
N/A
N/A
N/A
0.58
N/A
1.62
11.05
0.19
2.1
Target Price
N/A
N/A
N/A
N/A
1.15
N/A
N/A
8.39
N/A
3.86
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.7
N/A
2.56
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
52.87
14.73
N/A
19.95
Market Capitalization
N/A
N/A
N/A
N/A
10.3 M
N/A
N/A
235.6 M
1.27 M
332.89 M
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-18.42
-1.94
1.68
Price To Sales
N/A
N/A
N/A
N/A
1.39
N/A
N/A
14.77
N/A
3.43
Net Income
N/A
N/A
N/A
N/A
(1.81 M)
N/A
283 M
(2.82 M)
(1.36 M)
(114.23 M)
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
0.89
-0.04
N/A
-0.3
Shares Owned By Insiders
N/A
N/A
N/A
N/A
42.24
N/A
N/A
14.48
12.93
12.43
Revenue
N/A
N/A
N/A
N/A
7.47 M
N/A
10.57 B
12.66 M
N/A
95.68 M
Ten Year Return
6.15
N/A
3.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
(2.31 M)
N/A
N/A
36.96 M
(472.56 K)
(92.8 M)
Cash And Equivalents
N/A
N/A
N/A
N/A
403.2 K
N/A
N/A
44.59 M
145.36 K
15.95 M
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.76
N/A
0.18
Gross Profit
N/A
N/A
N/A
N/A
663.58 K
N/A
2.87 B
4.15 M
N/A
68.98 M
Day Typical Price
41.16
30.29
19.65
10.59
0.0333
28.37
19.35
4.03
0.01
3.61
Accumulation Distribution
N/A
N/A
151.65
18.4
0.14
N/A
32.32
0.0099
N/A
4749.9
Market Facilitation Index
N/A
N/A
0.0
1.0E-4
0.005
N/A
1.0E-4
0.04
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
0.1429
(0.76)
(1.00)
9.2 T
0.3636
(1.25)
0.0
0.2857
Period Momentum Indicator
(0.13)
0.26
0.01
(0.13)
(0.01)
0.12
0.08
(0.05)
N/A
0.02
Rate Of Daily Change
1.0
1.01
1.0
0.99
0.88
1.0
1.0
0.99
1.0
1.01
Day Median Price
41.16
30.29
19.66
10.61
0.0325
28.37
19.36
4.04
0.01
3.6
Price Action Indicator
(0.07)
0.13
(0.01)
(0.15)
N/A
0.06
0.01
(0.04)
N/A
0.045
Coefficient Of Variation
695.71
(2,242)
824.19
3297.06
7351.89
596.81
42535.11
12359.46
15290.18
475.43
Mean Deviation
0.3374
0.1444
0.1924
0.8088
6.27
0.5051
0.505
1.49
7.3
1.45
Jensen Alpha
0.0429
(0.03)
0.0215
0.0032
0.3343
0.0944
0.0056
(0.04)
0.0207
0.5369
Total Risk Alpha
(0.02)
(0.07)
(0.02)
(0.17)
(1.72)
(0)
(0.12)
(0.31)
(2.31)
0.1283
Sortino Ratio
(0.15)
N/A
(0.44)
(0.05)
0.0017
(0.01)
(0.17)
(0.06)
(0.001)
0.2901
Downside Variance
0.1896
N/A
0.0516
2.79
442.36
0.5125
0.5698
4.12
801.04
1.89
Standard Deviation
0.4407
0.3129
0.24
1.25
12.07
0.725
0.7039
2.02
15.44
2.51
Kurtosis
0.2046
12.27
0.0135
1.38
1.33
4.05
1.05
1.27
3.21
19.67
Potential Upside
0.8286
0.4568
0.4606
2.2
25.0
1.07
1.15
3.84
33.33
3.95
Treynor Ratio
0.6042
(2.52)
(0.96)
0.1343
(0.10)
0.7747
0.0709
0.0166
0.1537
(3.20)
Maximum Drawdown
1.99
2.35
1.07
6.42
50.0
4.34
3.73
11.63
83.33
20.23
Variance
0.1942
0.0979
0.0576
1.56
145.62
0.5256
0.4955
4.08
238.54
6.3
Market Risk Adjusted Performance
0.6142
(2.51)
(0.95)
0.1443
(0.09)
0.7847
0.0809
0.0266
0.1637
(3.19)
Risk Adjusted Performance
0.1025
(0.05)
0.0709
0.0271
0.0198
0.1275
9.0E-4
0.0124
0.0145
0.1677
Skewness
0.0136
(1.99)
0.4842
(0.42)
0.5432
0.6287
(0.17)
(0.05)
0.7935
3.52
Semi Deviation
0.2755
N/A
0.0636
1.11
8.35
0.4994
0.667
1.88
10.51
0.7473
Information Ratio
(0.15)
(0.46)
(0.41)
(0.07)
0.0029
(0.01)
(0.18)
(0.06)
(0)
0.1591
Value At Risk
(0.59)
(0.46)
(0.31)
(1.86)
(20.00)
(1.18)
(1.45)
(3.00)
(25.00)
(1.58)
Expected Short fall
(0.38)
N/A
(0.26)
(1.20)
(26.04)
(0.54)
(0.60)
(1.71)
(34.52)
(1.99)
Downside Deviation
0.4354
N/A
0.2271
1.67
21.03
0.7159
0.7548
2.03
28.3
1.38
Semi Variance
0.0759
N/A
0.004
1.22
69.68
0.2494
0.4449
3.53
110.39
0.5584

RBC Portefeuille Competition Performance Charts

Five steps to successful analysis of RBC Portefeuille Competition

RBC Portefeuille's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by RBC Portefeuille in relation to its competition. RBC Portefeuille's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of RBC Portefeuille in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact RBC Portefeuille's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to RBC Portefeuille, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your RBC Portefeuille position

In addition to having RBC Portefeuille in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Data Storage Theme
Companies making data storages or providing data storage services. The Data Storage theme has 37 constituents at this time.
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Other Information on Investing in RBC Fund

RBC Portefeuille financial ratios help investors to determine whether RBC Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in RBC with respect to the benefits of owning RBC Portefeuille security.
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