IG Core Competition

0P0000ZCTA

9.75 0.01 0.10%

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IG Core Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IG Core 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 0P0000ZCTA 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 IG Core Portfolio does not affect the price movement of the other competitor.

	GLDE	0P000075GQ	0P0000820A	0P000075VF	0P0001AF4R	CIG18006	0P000071W8	0P000077R7	NSDI
GLDE		0.19	0.13	0.25	-0.33	-0.63	0.01	0.2	0.62	GLDE
0P000075GQ	0.19		0.03	0.36	0.18	-0.17	0.42	0.34	0.44	0P000075GQ
0P0000820A	0.13	0.03		0.67	0.69	0.45	0.49	0.62	0.33	0P0000820A
0P000075VF	0.25	0.36	0.67		0.54	0.25	0.87	0.73	0.68	0P000075VF
0P0001AF4R	-0.33	0.18	0.69	0.54		0.64	0.41	0.53	0.08	0P0001AF4R
CIG18006	-0.63	-0.17	0.45	0.25	0.64		0.37	0.47	-0.27	CIG18006
0P000071W8	0.01	0.42	0.49	0.87	0.41	0.37		0.65	0.55	0P000071W8
0P000077R7	0.2	0.34	0.62	0.73	0.53	0.47	0.65		0.48	0P000077R7
NSDI	0.62	0.44	0.33	0.68	0.08	-0.27	0.55	0.48		NSDI
	GLDE	0P000075GQ	0P0000820A	0P000075VF	0P0001AF4R	CIG18006	0P000071W8	0P000077R7	NSDI

High positive correlations

0P000071W8	+ 0.87	0P000075VF
0P000077R7	+ 0.73	0P000075VF
0P0001AF4R	+ 0.69	0P0000820A
NSDI	+ 0.68	0P000075VF
0P000075VF	+ 0.67	0P0000820A
0P000077R7	+ 0.65	0P000071W8

High negative correlations

CIG18006	- 0.63	GLDE
0P0001AF4R	- 0.33	GLDE
NSDI	- 0.27	CIG18006
CIG18006	- 0.17	0P000075GQ

Risk-Adjusted Indicators

There is a big difference between 0P0000ZCTA Fund performing well and IG Core 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 IG Core'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
GLDE	2.03	0.30	0.09	0.49	2.73	(2.11)	3.87	(3.78)	13.95
0P000075GQ	0.03	0.00	0.00	0.21	0.00	0.00	0.11	(0.11)	0.33
0P0000820A	0.67	0.02	(0.05)	(1.08)	1.13	(0.60)	1.05	(1.82)	4.83
0P000075VF	0.63	0.03	(0.06)	0.64	0.74	(0.72)	1.35	(1.11)	3.25
0P0001AF4R	0.55	0.01	(0.10)	0.22	0.68	(0.61)	1.02	(1.01)	4.28
CIG18006	1.04	(0.08)	0.00	(0.10)	0.00	0.00	1.95	(2.68)	5.90
0P000071W8	0.60	0.03	(0.05)	0.41	0.80	(0.59)	1.22	(1.30)	3.49
0P000077R7	0.60	0.04	(0.04)	0.37	0.81	(0.58)	1.33	(1.23)	3.59
NSDI	0.82	0.05	0.00	0.22	0.83	(1.10)	2.23	(1.92)	5.04

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All Fundamental Data

IG Core Competitive Analysis

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

	0P0000ZCTA	GLDE	0P000075GQ	0P0000820A	0P000075VF	0P0001AF4R	CIG18006	0P000071W8	0P000077R7	NSDI
	0.10 9.75 0P0000ZCTA	3.17 36.74 Ninepoint	0.11 9.09 0P000075GQ	0.87 97.64 Mawer	1.11 24.56 0P000075VF	1.86 20.25 Canoe	1.08 126.27 CIG18006	1.02 170.71 0P000071W8	0.17 69.42 CDSPI	0.54 11.15 NBI
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Fair	Mild	Soft	Mild	Weak	Weakest	Mild	Mild	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Unknown	Unknown	Low	Unknown	Low	Unknown	Low	Low	Unknown
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Fairly Valued	Over 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Hold	Sell	Sell	Sell	Cautious Hold	Hold	Sell	Cautious Hold	Hold
Cash Position Weight				2.61		8.86		0.17	12.35
Equity Positions Weight				95.91		86.6		99.57	87.55
Three Year Return				2.93		6.78		9.37	6.69
Net Asset				1.18 B		69.11 M		1.68 B	30.2 M
Minimum Initial Investment				N/A		2.5 K		100	25
Five Year Return				4.79		N/A		11.74	8.8
One Year Return				0.81		11.19		5.08	3.73
Bond Positions Weight				1.48		N/A		N/A	N/A
Ten Year Return				12.66		N/A		14.61	11.44
Day Typical Price	9.75	36.59	9.09	97.64	24.56	20.25	126.73	170.71	69.42	11.18
Accumulation Distribution	N/A	190.48	N/A	N/A	N/A	N/A	0.0108	N/A	N/A	12.82
Market Facilitation Index	N/A	0.0	N/A	N/A	N/A	N/A	1.38	N/A	N/A	0.0
Daily Balance Of Power	9.2 T	2.511111	9.2 T	9.2 T	9.2 T	9.2 T	(1.00)	9.2 T	9.2 T	0.75
Period Momentum Indicator	0.01	1.13	0.01	0.84	0.27	0.37	(1.38)	1.72	0.12	0.06
Rate Of Daily Change	1.0	1.03	1.0	1.01	1.01	1.02	0.99	1.01	1.0	1.01
Day Median Price	9.75	36.52	9.09	97.64	24.56	20.25	126.96	170.71	69.42	11.19
Price Action Indicator	0.005	0.79	0.005	0.42	0.13	0.19	(1.38)	0.86	0.06	(0.01)
Coefficient Of Variation	762.72	713.71	704.78	2805.19	1785.35	3495.42	(4,237)	1654.75	1338.74	1173.6
Mean Deviation	0.0425	2.03	0.034	0.674	0.6343	0.5526	1.04	0.5975	0.6047	0.8231
Jensen Alpha	(0.0008)	0.3006	(0.0009)	0.0238	0.031	0.0064	(0.08)	0.031	0.0385	0.0521
Total Risk Alpha	(0.01)	0.0522	(0.01)	(0.08)	(0.06)	(0.07)	(0.20)	(0.06)	(0.04)	(0.05)
Sortino Ratio	(0.46)	0.0911	N/A	(0.05)	(0.06)	(0.10)	N/A	(0.05)	(0.04)	5.0E-4
Downside Variance	0.0359	9.33	N/A	1.42	0.7387	0.5545	N/A	0.8558	0.8041	0.9568
Standard Deviation	0.0715	2.68	0.059	0.899	0.8187	0.721	1.37	0.8149	0.8086	1.14
Kurtosis	5.94	2.67	3.41	1.98	0.7576	1.35	0.5316	1.6	1.03	1.16
Potential Upside	0.103	3.87	0.1104	1.05	1.35	1.02	1.95	1.22	1.33	2.23
Treynor Ratio	(0.25)	0.4917	0.2057	(1.08)	0.6426	0.2205	(0.10)	0.414	0.3687	0.2152
Maximum Drawdown	0.4115	13.95	0.3309	4.83	3.25	4.28	5.9	3.49	3.59	5.04
Variance	0.0051	7.17	0.0035	0.8082	0.6703	0.5199	1.87	0.664	0.6538	1.31
Market Risk Adjusted Performance	(0.24)	0.5017	0.2157	(1.07)	0.6526	0.2305	(0.09)	0.424	0.3787	0.2252
Risk Adjusted Performance	0.0035	0.1114	(0.01)	0.0282	0.0426	0.021	(0.01)	0.0458	0.0564	0.0669
Skewness	(1.53)	(1.14)	(0.54)	(1.28)	(0.41)	(0.15)	(0.51)	(0.58)	(0.43)	0.3726
Semi Deviation	0.0	2.73	N/A	1.13	0.7403	0.6841	N/A	0.8029	0.8115	0.8332
Information Ratio	(1.22)	0.1039	(1.50)	(0.07)	(0.06)	(0.11)	(0.09)	(0.06)	(0.05)	5.0E-4
Value At Risk	(0.10)	(3.78)	(0.11)	(1.82)	(1.11)	(1.01)	(2.68)	(1.30)	(1.23)	(1.92)
Expected Short fall	(0.10)	(2.11)	N/A	(0.60)	(0.72)	(0.61)	N/A	(0.59)	(0.58)	(1.10)
Downside Deviation	0.1895	3.05	N/A	1.19	0.8595	0.7447	N/A	0.9251	0.8967	0.9782
Semi Variance	(0.01)	7.44	N/A	1.27	0.5481	0.468	N/A	0.6446	0.6585	0.6942

IG Core Competition Performance Charts

Five steps to successful analysis of IG Core Competition

IG Core'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 IG Core Portfolio in relation to its competition. IG Core's competition analysis typically involves several steps, including:

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

In addition to having IG Core 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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Money Market Funds

Funds or Etfs investing in various types of short-term (less than one year) fixed income instruments of high-quality and liquidity. The Money Market Funds theme has 41 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 Money Market Funds Theme or any other thematic opportunities.

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