RBC Select Competition

Funds . Canada . 
Fund . RBC Select Balanced
0P0000706A  CAD 34.73  0.02  0.06%   
  
Hype
Prediction
LowEstimatedHigh
34.3834.7335.08
Details
Intrinsic
Valuation
LowRealHigh
34.2334.5834.93
Details
Naive
Forecast
LowNextHigh
34.2534.6034.96
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
34.7234.7434.76
Details

RBC Select Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between RBC Select 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 Select Balanced does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
0P0000OXA6
+ 0.94
0P0000706A
0P0000714D
+ 0.91
0P0001FAU8
0P0001FAU8
+ 0.89
0P0000706A
XHB
+ 0.84
0P0001FAU8
0P0000OXA6
+ 0.84
0P0001FAU8
XHB
+ 0.82
0P0000714D
  
High negative correlations   
0P0000OXA6
- 0.82
ZUAG-U
ALA-PA
- 0.75
0P0000706A
ALA-PA
- 0.67
XHB
ALA-PA
- 0.66
0P0001FAU8
ALA-PA
- 0.65
0P0000OXA6
ZUAG-U
- 0.63
0P0000706A

Risk-Adjusted Indicators

There is a big difference between RBC Fund performing well and RBC Select 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 Select'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
0P0000706A  0.27  0.02 (0.26) 0.38  0.23 
(0.32)
 0.69 
(0.52)
 1.58 
0P0001FAU8  0.23  0.01 (0.38) 0.43  0.21 
(0.26)
 0.47 
(0.40)
 1.24 
0P0000714D  0.27 (0.01)(0.37) 0.09  0.24 
(0.32)
 0.57 
(0.43)
 1.32 
ZUAG-U  0.14 (0.03) 0.00  1.87  0.00 
 0.00 
 0.42 
(0.46)
 2.35 
XHB  0.19  0.01 (0.49)(0.22) 0.13 
(0.26)
 0.41 
(0.31)
 1.07 
EDGF  0.81  0.01 (0.05) 0.18  1.11 
(1.17)
 2.20 
(1.86)
 6.42 
SOLR  5.78  0.28  0.00 (0.06) 8.19 
(23.96)
 25.00 
(20.00)
 50.00 
0P0000OXA6  0.50  0.09 (0.04) 1.11  0.55 
(0.54)
 1.07 
(1.18)
 4.34 
ALA-PA  0.51  0.01 (0.17) 0.06  0.67 
(0.60)
 1.15 
(1.45)
 3.73 
ECO  1.48 (0.03)(0.05) 0.04  1.87 
(1.71)
 3.84 
(3.00)
 11.63 
All Fundamental Data

RBC Select Competitive Analysis

The better you understand RBC Select competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, RBC Select'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 Select'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
0P0000706A 0P0001FAU8 0P0000714D ZUAG-U XHB EDGF SOLR 0P0000OXA6 ALA-PA ECO
 0.06 
 34.73 
RBC
 0.16 
 12.92 
0P0001FAU8
 0.52 
 37.01 
Mawer
 0.47 
 30.03 
BMO
 0.15 
 19.54 
IShares
 0.75 
 10.71 
Brompton
 16.67 
 0.04 
Solar
 0.18 
 28.08 
PHN
 1.00 
 19.19 
Altagas
 1.50 
 4.07 
EcoSynthetix
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Out of control
Very steady
Very steady
Slightly risky
Market Performance
(90 Days Performance)
OK
OK
Modest
Very Weak
Modest
Weak
Very Weak
Good
Very Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
About Average
Low
About Average
Very High
Low
Low
Quite High
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly 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
Cautious Hold
Hold
Cautious Hold
Cautious Hold
Cautious Hold
Strong Sell
Strong Hold
Strong Sell
Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.19
N/A
N/A
30.53
Net Asset
30.68 B
6.52 B
3.81 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
-0.0107
N/A
0.0239
-0.11
EBITDA
N/A
N/A
N/A
N/A
N/A
N/A
(762.93 K)
N/A
1.14 B
(3.75 M)
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
-0.7
N/A
0.0733
-0.0573
Current Valuation
N/A
N/A
N/A
N/A
N/A
N/A
10.37 M
N/A
N/A
192.17 M
Price To Book
N/A
N/A
N/A
N/A
N/A
N/A
93.97
N/A
N/A
4.3
Five Year Return
3.6
N/A
6.15
N/A
2.6
N/A
N/A
8.42
N/A
N/A
Retained Earnings
N/A
N/A
N/A
N/A
N/A
N/A
(68.87 M)
N/A
N/A
(459.55 M)
One Year Return
-1.59
N/A
6.71
N/A
10.8
N/A
N/A
-0.8
N/A
N/A
Beta
N/A
N/A
N/A
N/A
0.94
0.95
1.32
N/A
1.32
0.86
Cash Position Weight
3.41
1.47
8.6
N/A
N/A
N/A
N/A
1.58
N/A
N/A
Equity Positions Weight
59.73
47.4
58.09
N/A
N/A
N/A
N/A
98.42
N/A
N/A
Number Of Employees
1
1
1
N/A
1
N/A
N/A
N/A
2.93 K
25
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
N/A
294.19 M
N/A
N/A
58.61 M
Three Year Return
2.41
N/A
5.48
N/A
2.1
N/A
N/A
5.68
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
N/A
97.33 K
N/A
738 M
316.99 K
Annual Yield
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0524
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
137.5 K
N/A
7.68 B
584.36 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
-6.84
N/A
0.0477
-0.0429
Bond Positions Weight
33.88
40.77
30.42
N/A
97.03
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
30.71
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
N/A
N/A
-0.25
N/A
0.0273
-0.0579
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
1.21 K
N/A
8.1 K
400.74 K
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
N/A
-0.007
N/A
24.88
0.68
Minimum Initial Investment
500
100
5 K
N/A
N/A
N/A
N/A
500
N/A
N/A
Total Asset
30.68 B
6.52 B
3.81 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
Last Dividend Paid
N/A
N/A
N/A
N/A
0.065
N/A
N/A
N/A
1.05
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.58
N/A
1.62
12.89
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
1.15
N/A
N/A
8.39
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.7
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
52.87
14.73
Market Capitalization
N/A
N/A
N/A
N/A
N/A
N/A
10.3 M
N/A
N/A
238.53 M
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-18.42
Price To Sales
N/A
N/A
N/A
N/A
N/A
N/A
1.39
N/A
N/A
14.96
Net Income
N/A
N/A
N/A
N/A
N/A
N/A
(1.81 M)
N/A
283 M
(2.82 M)
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.89
-0.04
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
42.24
N/A
N/A
14.48
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
7.47 M
N/A
10.57 B
12.66 M
Ten Year Return
5.75
N/A
9.59
N/A
3.3
N/A
N/A
N/A
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
N/A
N/A
(2.31 M)
N/A
N/A
36.96 M
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
N/A
403.2 K
N/A
N/A
44.59 M
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.76
Gross Profit
N/A
N/A
N/A
N/A
N/A
N/A
663.58 K
N/A
2.87 B
4.15 M
Day Typical Price
34.73
12.92
37.01
30.03
19.51
10.7
0.035
28.08
19.08
4.04
Accumulation Distribution
N/A
N/A
N/A
N/A
0.0041
0.0028
0.25
N/A
0.0172
0.0366
Market Facilitation Index
N/A
N/A
N/A
N/A
0.08
0.03
0.01
N/A
0.33
0.15
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
0.375
2.666667
0.5
9.2 T
0.5758
0.4
Period Momentum Indicator
(0.02)
0.02
0.19
0.14
0.03
0.08
0.005
0.05
0.19
0.06
Rate Of Daily Change
1.0
1.0
1.01
1.0
1.0
1.01
1.17
1.0
1.01
1.01
Day Median Price
34.73
12.92
37.01
30.03
19.5
10.7
0.035
28.08
19.02
4.03
Price Action Indicator
(0.01)
0.01
0.095
0.07
0.055
0.055
0.0025
0.025
0.26
0.075
Relative Strength Index
19.82
34.34
14.01
5.64
50.07
26.6
63.04
26.0
12.93
56.9
Coefficient Of Variation
810.64
1185.73
1437.69
(1,082)
1297.74
2389.32
11305.83
683.44
21769.09
7332.97
Mean Deviation
0.275
0.2313
0.268
0.14
0.1879
0.8118
5.78
0.5021
0.5068
1.48
Jensen Alpha
0.0231
0.0101
(0.01)
(0.03)
0.0127
0.0146
0.2834
0.0855
0.0069
(0.03)
Total Risk Alpha
(0.02)
(0.03)
(0.04)
(0.08)
(0.03)
(0.15)
(1.71)
(0.02)
(0.12)
(0.30)
Sortino Ratio
(0.26)
(0.38)
(0.37)
N/A
(0.49)
(0.05)
(0)
(0.04)
(0.17)
(0.05)
Downside Variance
0.1144
0.0795
0.084
N/A
0.0522
2.94
478.13
0.4957
0.5698
4.08
Standard Deviation
0.3567
0.2851
0.3278
0.2929
0.2364
1.25
11.42
0.7237
0.7047
2.01
Kurtosis
(0.04)
(0.48)
(0.58)
15.02
0.1482
1.41
1.29
4.17
1.03
1.31
Potential Upside
0.6926
0.4732
0.5705
0.4222
0.41
2.2
25.0
1.07
1.15
3.84
Treynor Ratio
0.3782
0.4255
0.0868
1.87
(0.22)
0.1844
(0.06)
1.11
0.0598
0.0443
Maximum Drawdown
1.58
1.24
1.32
2.35
1.07
6.42
50.0
4.34
3.73
11.63
Variance
0.1272
0.0813
0.1075
0.0858
0.0559
1.56
130.42
0.5237
0.4966
4.06
Market Risk Adjusted Performance
0.3882
0.4355
0.0968
1.88
(0.21)
0.1944
(0.05)
1.12
0.0698
0.0543
Risk Adjusted Performance
0.0831
0.0478
0.0399
(0.09)
0.0367
0.0359
0.0161
0.1116
0.0026
0.0167
Skewness
0.1293
0.2093
0.145
(2.72)
0.5242
(0.46)
0.3389
0.69
(0.17)
(0.06)
Semi Deviation
0.2276
0.2057
0.2412
N/A
0.1269
1.11
8.19
0.5514
0.6658
1.87
Information Ratio
(0.24)
(0.37)
(0.33)
(0.54)
(0.48)
(0.06)
(0)
(0.03)
(0.18)
(0.05)
Value At Risk
(0.52)
(0.40)
(0.43)
(0.46)
(0.31)
(1.86)
(20.00)
(1.18)
(1.45)
(3.00)
Expected Short fall
(0.32)
(0.26)
(0.32)
N/A
(0.26)
(1.17)
(23.96)
(0.54)
(0.60)
(1.71)
Downside Deviation
0.3383
0.282
0.2899
N/A
0.2284
1.71
21.87
0.7041
0.7548
2.02
Semi Variance
0.0518
0.0423
0.0582
N/A
0.0161
1.24
67.0
0.3041
0.4432
3.48

RBC Select Competition Performance Charts

Five steps to successful analysis of RBC Select Competition

RBC Select'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 Select Balanced in relation to its competition. RBC Select's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of RBC Select 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 Select's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to RBC Select Balanced, 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 Select position

In addition to having RBC Select 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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Companies that are involved in development or distribution of technologically based goods and services such as software, IT or electronics. The Technology theme has 30 constituents at this time.
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Other Information on Investing in RBC Fund

RBC Select 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 Select security.
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