Manulife Strategic Competition

0P0000NFNA

11.42 0.01 0.09%

Manulife Strategic vs Edgepoint Global Correlation

Poor diversification

The correlation between Manulife Strategic Income and 0P0000IUYO is 0.67 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Manulife Strategic Income and 0P0000IUYO in the same portfolio, assuming nothing else is changed.

Moving together with Manulife Fund

0.86	0P0000706A	RBC Select Balanced	Pair Corr
0.82	0P0000S9O7	PIMCO Monthly Income	Pair Corr
0.8	0P0000S9O5	PIMCO Monthly Income	Pair Corr
0.82	0P000072KJ	RBC Canadian Dividend	Pair Corr
0.85	0P00007069	RBC Portefeuille	Pair Corr

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Manulife Strategic Competition Correlation Matrix

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

	0P0000706A	0P0000S9O7	0P0000S9O5	0P000072KJ	0P00007069	0P0000WJMR	0P0000IUYO
0P0000706A		0.93	0.91	0.94	1.0	0.98	0.9	0P0000706A
0P0000S9O7	0.93		0.97	0.93	0.93	0.92	0.79	0P0000S9O7
0P0000S9O5	0.91	0.97		0.93	0.91	0.91	0.77	0P0000S9O5
0P000072KJ	0.94	0.93	0.93		0.95	0.97	0.82	0P000072KJ
0P00007069	1.0	0.93	0.91	0.95		0.98	0.9	0P00007069
0P0000WJMR	0.98	0.92	0.91	0.97	0.98		0.9	0P0000WJMR
0P0000IUYO	0.9	0.79	0.77	0.82	0.9	0.9		0P0000IUYO
	0P0000706A	0P0000S9O7	0P0000S9O5	0P000072KJ	0P00007069	0P0000WJMR	0P0000IUYO

Risk-Adjusted Indicators

There is a big difference between Manulife Fund performing well and Manulife Strategic 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 Manulife Strategic'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
0P0000706A	0.31	0.08	(0.06)	4.24	0.08	(0.35)	0.66	(0.58)	1.85
0P0000S9O7	0.11	0.02	(0.57)	1.15	0.00	(0.15)	0.24	(0.16)	0.71
0P0000S9O5	0.11	0.02	(0.57)	1.30	0.00	(0.16)	0.24	(0.16)	0.71
0P000072KJ	0.43	0.15	0.06	(9.69)	0.33	(0.49)	0.94	(1.00)	2.27
0P00007069	0.38	0.11	(0.01)	4.85	0.16	(0.42)	0.77	(0.70)	2.33
0P0000WJMR	0.39	0.12	0.01	(3.02)	0.35	(0.45)	0.81	(1.03)	2.17
0P0000IUYO	0.56	0.09	0.00	0.57	0.39	(0.62)	1.33	(0.79)	3.32

Manulife Strategic Competitive Analysis

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

	0P0000NFNA	0P0000706A	0P0000S9O7	0P0000S9O5	0P000072KJ	0P00007069	0P0000WJMR	0P0000IUYO
	0.09 11.42 Manulife	0.37 37.63 RBC	0.08 12.74 PIMCO	0.08 12.74 PIMCO	0.55 137.02 RBC	0.47 45.24 RBC	0.19 15.88 0P0000WJMR	0.28 42.14 Edgepoint
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Good	Fair	Solid	Good	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Over Valued	Over Valued	Fairly Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Sell	Strong Sell	Sell	Strong Buy	Cautious Hold	Strong Hold
Cash Position Weight	N/A	3.41 %	45.16 %	45.16 %	4.22 %	3.07 %	8.16 %	6.31 %
Equity Positions Weight	N/A	59.73 %	0.27 %	0.27 %	94.60 %	74.82 %	64.28 %	93.69 %
Three Year Return	N/A	2.41 %	1.17 %	1.00 %	(1.34) %	2.40 %	N/A	(1.18) %
Net Asset	N/A	30.68 B	16.11 B	16.11 B	12.55 B	8.86 B	8.83 B	6.78 B
Minimum Initial Investment	N/A	500	100 K	500	500	500	50	20 K
Five Year Return	N/A	3.60 %	2.76 %	2.60 %	1.29 %	3.88 %	N/A	3.90 %
One Year Return	N/A	(1.59) %	(3.30) %	(3.44) %	(13.43) %	(2.91) %	N/A	(18.06) %
Bond Positions Weight	N/A	33.88 %	41.52 %	41.52 %	N/A	19.88 %	15.14 %	N/A
Ten Year Return	N/A	5.75 %	N/A	N/A	5.10 %	6.15 %	N/A	9.60 %
Day Typical Price	11.42	37.63	12.74	12.74	137.02	45.24	15.88	42.14
Daily Balance Of Power	9.2 T	9.2 T	0	0	9.2 T	9.2 T	9.2 T	0
Period Momentum Indicator	0.01	0.14	(0.01)	(0.01)	0.75	0.21	0.03	(0.12)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.0	1.0	1.0
Day Median Price	11.42	37.63	12.74	12.74	137.02	45.24	15.88	42.14
Price Action Indicator	0.005	0.07	(0.01)	(0.01)	0.38	0.11	0.015	(0.06)
Relative Strength Index	66.05	63.32	64.42	70.0	67.23	63.61	62.01	48.56
Coefficient Of Variation	448.58	415.63	500.77	471.9	340.15	407.45	391.18	566.03
Mean Deviation	0.0854	0.3133	0.1146	0.1143	0.4263	0.3753	0.3859	0.556
Jensen Alpha	0.0144	0.0841	0.0171	0.0184	0.1509	0.1056	0.1209	0.0918
Total Risk Alpha	(0)	0.0274	(0)	(0.0008)	0.0694	0.0372	0.0436	0.0107
Sortino Ratio	(0.62)	(0.06)	(0.57)	(0.57)	0.0639	(0.01)	0.0078	0.0036
Downside Variance	0.0254	0.1658	0.0267	0.0257	0.3358	0.2163	0.3126	0.4121
Standard Deviation	0.1083	0.4006	0.1448	0.1422	0.5416	0.4814	0.495	0.7048
Kurtosis	0.2697	0.1537	0.1803	0.1543	0.3047	0.2534	0.8115	(0.16)
Potential Upside	0.1776	0.6563	0.2394	0.2379	0.9372	0.7671	0.8147	1.33
Treynor Ratio	(5.65)	4.24	1.15	1.3	(9.69)	4.85	(3.02)	0.5669
Maximum Drawdown	0.4433	1.85	0.7132	0.7132	2.27	2.33	2.17	3.32
Variance	0.0117	0.1605	0.021	0.0202	0.2933	0.2317	0.245	0.4967
Market Risk Adjusted Performance	(5.64)	4.25	1.16	1.31	(9.68)	4.86	(3.01)	0.5769
Risk Adjusted Performance	0.1094	0.1742	0.1095	0.1178	0.2198	0.1811	0.1893	0.1337
Skewness	(0.65)	(0.10)	(0.15)	(0.25)	(0.63)	(0.09)	(0.81)	0.2075
Semi Deviation	0.0	0.0774	0.0	0.0	0.3302	0.156	0.3517	0.3946
Information Ratio	(0.91)	(0.06)	(0.64)	(0.65)	0.0684	(0.01)	0.0088	0.0033
Value At Risk	(0.18)	(0.58)	(0.16)	(0.16)	(1.00)	(0.70)	(1.03)	(0.79)
Expected Short fall	(0.12)	(0.35)	(0.15)	(0.16)	(0.49)	(0.42)	(0.45)	(0.62)
Downside Deviation	0.1592	0.4072	0.1634	0.1603	0.5795	0.4651	0.5591	0.6419
Semi Variance	(0.02)	0.006	(0.01)	(0.02)	0.1091	0.0243	0.1237	0.1557

Manulife Strategic Competition Performance Charts

Five steps to successful analysis of Manulife Strategic Competition

Manulife Strategic'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 Manulife Strategic Income in relation to its competition. Manulife Strategic's competition analysis typically involves several steps, including:

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

In addition to having Manulife Strategic 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.

Did You Try This Idea?

Run Farming Thematic Idea Now

Farming

Companies producing farming products and providing services for farmers. The Farming theme has 45 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 Farming Theme or any other thematic opportunities.

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