Mawer New Competition

0P0000820A

CAD 96.77 0.55 0.57%

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Low	Estimated	High
95.90	96.77	97.64

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Intrinsic

Valuation

Low	Real	High
94.26	95.13	106.45

Details

Mawer New Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mawer New 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 Mawer 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 Mawer New Canada does not affect the price movement of the other competitor.

	0P000075GQ	0P0000820A	0P000075VF	0P0001AF4R	CIG18006	0P000071W8	0P000077R7	NSDI	SSF-UN
0P000075GQ		-0.1	0.16	0.11	-0.17	0.37	0.2	0.35	0.2	0P000075GQ
0P0000820A	-0.1		0.64	0.68	0.49	0.43	0.58	0.21	-0.4	0P0000820A
0P000075VF	0.16	0.64		0.53	0.31	0.85	0.63	0.56	-0.03	0P000075VF
0P0001AF4R	0.11	0.68	0.53		0.66	0.37	0.54	-0.02	-0.61	0P0001AF4R
CIG18006	-0.17	0.49	0.31	0.66		0.4	0.6	-0.29	-0.64	CIG18006
0P000071W8	0.37	0.43	0.85	0.37	0.4		0.62	0.5	0.06	0P000071W8
0P000077R7	0.2	0.58	0.63	0.54	0.6	0.62		0.28	-0.07	0P000077R7
NSDI	0.35	0.21	0.56	-0.02	-0.29	0.5	0.28		0.37	NSDI
SSF-UN	0.2	-0.4	-0.03	-0.61	-0.64	0.06	-0.07	0.37		SSF-UN
	0P000075GQ	0P0000820A	0P000075VF	0P0001AF4R	CIG18006	0P000071W8	0P000077R7	NSDI	SSF-UN

High positive correlations

0P000071W8	+ 0.85	0P000075VF
0P0001AF4R	+ 0.68	0P0000820A
CIG18006	+ 0.66	0P0001AF4R
0P000075VF	+ 0.64	0P0000820A
0P000077R7	+ 0.63	0P000075VF
0P000077R7	+ 0.62	0P000071W8

High negative correlations

SSF-UN	- 0.64	CIG18006
SSF-UN	- 0.61	0P0001AF4R
SSF-UN	- 0.4	0P0000820A
NSDI	- 0.29	CIG18006
CIG18006	- 0.17	0P000075GQ
0P0000820A	- 0.1	0P000075GQ

Risk-Adjusted Indicators

There is a big difference between Mawer Fund performing well and Mawer New 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 Mawer New'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
0P000075GQ	0.03	0.00	0.00	0.36	0.00	0.00	0.11	(0.11)	0.33
0P0000820A	0.66	0.04	(0.02)	(1.21)	1.13	(0.59)	1.05	(1.82)	4.83
0P000075VF	0.63	0.04	(0.03)	0.78	0.76	(0.68)	1.35	(1.11)	3.51
0P0001AF4R	0.54	0.02	(0.05)	0.64	0.67	(0.60)	1.02	(1.01)	4.28
CIG18006	1.04	(0.04)	0.00	(0.04)	0.00	0.00	1.95	(2.68)	5.90
0P000071W8	0.59	0.03	(0.03)	0.34	0.82	(0.58)	1.22	(1.30)	3.49
0P000077R7	0.60	0.05	(0.01)	0.50	0.82	(0.58)	1.33	(1.23)	3.59
NSDI	0.80	0.04	0.00	0.15	0.87	(1.09)	2.23	(1.92)	5.04
SSF-UN	0.30	0.01	(0.08)	0.26	0.34	(0.42)	0.80	(0.63)	2.33

Unable to evaluate fundamental data of [0P000075GQ.TO, 0P0000820A.TO, 0P000075VF.TO, 0P0001AF4R.TO, CIG18006.TO, 0P000071W8.TO, 0P000077R7.TO, NSDI.TO, SSF-UN.TO] at this time. Please try again later

All Fundamental Data

Mawer New Competitive Analysis

The better you understand Mawer New competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mawer New'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 Mawer New'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

	0P0000820A	0P000075GQ	0P000075VF	0P0001AF4R	CIG18006	0P000071W8	0P000077R7	NSDI	SSF-UN
	0.57 96.77 Mawer	0.11 9.08 0P000075GQ	1.50 24.32 0P000075VF	0.75 20.03 Canoe	1.95 125.89 CIG18006	0.96 168.98 0P000071W8	1.38 68.53 CDSPI	0.09 10.91 NBI	0.15 6.52 Symphony
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Mild	Fair	Fair	Soft	Weakest	Fair	Fair	Mild	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Unknown	Unknown	Low	Unknown	Low	Low	Unknown	Fair
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Sell	Sell	Strong Sell	Cautious Hold	Cautious Hold	Sell	Cautious Hold	Hold	Cautious Hold
Cash Position Weight	2.61			8.86		0.17	12.35		N/A
Equity Positions Weight	95.91			86.6		99.57	87.55		N/A
Three Year Return	2.93			6.78		9.37	6.69		N/A
Net Asset	1.18 B			69.11 M		1.68 B	30.2 M		N/A
Minimum Initial Investment	N/A			2.5 K		100	25		N/A
Five Year Return	4.79			N/A		11.74	8.8		N/A
One Year Return	0.81			11.19		5.08	3.73		N/A
Bond Positions Weight	1.48			N/A		N/A	N/A		N/A
Ten Year Return	12.66			N/A		14.61	11.44		N/A
Day Typical Price	96.77	9.08	24.32	20.03	125.09	168.98	68.53	10.91	6.52
Accumulation Distribution	N/A	N/A	N/A	N/A	0.0191	N/A	N/A	12.55	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	2.41	N/A	N/A	0.0	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	1.0	9.2 T	9.2 T	0.3333	9.2 T
Period Momentum Indicator	0.55	0.01	0.36	0.15	2.41	1.6	0.93	0.01	0.01
Rate Of Daily Change	1.01	1.0	1.02	1.01	1.02	1.01	1.01	1.0	1.0
Day Median Price	96.77	9.08	24.32	20.03	124.69	168.98	68.53	10.92	6.52
Price Action Indicator	0.27	0.005	0.18	0.075	2.41	0.8	0.47	N/A	0.005
Coefficient Of Variation	1983.74	859.56	1645.25	1889.67	(24,441)	1922.11	1203.34	1616.66	1475.5
Mean Deviation	0.6554	0.0314	0.6316	0.5429	1.04	0.5912	0.6031	0.8012	0.2956
Jensen Alpha	0.0365	(0)	0.0362	0.0242	(0.04)	0.0261	0.0494	0.0353	0.0144
Total Risk Alpha	(0.04)	(0.01)	(0.03)	(0.03)	(0.13)	(0.04)	(0.01)	(0.04)	(0.02)
Sortino Ratio	(0.02)	N/A	(0.03)	(0.05)	N/A	(0.03)	(0.01)	(0)	(0.08)
Downside Variance	1.44	N/A	0.7646	0.5488	N/A	0.8243	0.8351	0.9318	0.2759
Standard Deviation	0.8866	0.0576	0.8136	0.6958	1.37	0.8074	0.8018	1.13	0.4287
Kurtosis	2.32	3.82	0.8258	1.35	0.5801	1.72	1.1	1.33	2.11
Potential Upside	1.05	0.1104	1.35	1.02	1.95	1.22	1.33	2.23	0.7962
Treynor Ratio	(1.21)	0.362	0.7812	0.6432	(0.04)	0.3441	0.495	0.1536	0.2603
Maximum Drawdown	4.83	0.3309	3.51	4.28	5.9	3.49	3.59	5.04	2.33
Variance	0.786	0.0033	0.662	0.4842	1.87	0.6519	0.6428	1.29	0.1838
Market Risk Adjusted Performance	(1.20)	0.372	0.7912	0.6532	(0.03)	0.3541	0.505	0.1636	0.2703
Risk Adjusted Performance	0.039	(0.03)	0.0459	0.0386	0.0015	0.0394	0.0623	0.0493	0.0429
Skewness	(1.38)	(0.58)	(0.46)	(0.41)	(0.55)	(0.60)	(0.51)	0.4375	(0.45)
Semi Deviation	1.13	N/A	0.7608	0.6666	N/A	0.8213	0.8226	0.8742	0.3392
Information Ratio	(0.03)	(1.16)	(0.03)	(0.05)	(0.06)	(0.04)	(0.01)	(0)	(0.10)
Value At Risk	(1.82)	(0.11)	(1.11)	(1.01)	(2.68)	(1.30)	(1.23)	(1.92)	(0.63)
Expected Short fall	(0.59)	N/A	(0.68)	(0.60)	N/A	(0.58)	(0.58)	(1.09)	(0.42)
Downside Deviation	1.2	N/A	0.8744	0.7408	N/A	0.9079	0.9138	0.9653	0.5253
Semi Variance	1.28	N/A	0.5788	0.4443	N/A	0.6746	0.6767	0.7643	0.1151

Mawer New Competition Performance Charts

Five steps to successful analysis of Mawer New Competition

Mawer New'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 Mawer New Canada in relation to its competition. Mawer New's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Mawer New 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 Mawer New's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mawer New Canada, 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 Mawer New position

In addition to having Mawer New 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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Funds or Etfs that invest in both long and short positions of different entities to enhance returns from broad market movements over time. The Market Neutral Funds theme has 42 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Market Neutral Funds Theme or any other thematic opportunities.

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Other Information on Investing in Mawer Fund

Mawer New financial ratios help investors to determine whether Mawer 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 Mawer with respect to the benefits of owning Mawer New security.

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