Dynamic Premium Competition

0P0000ZXLT

11.69 0.13 1.10%

Dynamic Premium vs IProfile Emerging Correlation

Poor diversification

The correlation between Dynamic Premium Yield and 0P0001LY12 is 0.71 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dynamic Premium Yield and 0P0001LY12 in the same portfolio, assuming nothing else is changed.

Moving together with Dynamic Fund

0.81	0P0000706A	RBC Select Balanced	Pair Corr
0.75	0P0000S9O7	PIMCO Monthly Income	Pair Corr
0.71	0P0000S9O5	PIMCO Monthly Income	Pair Corr
0.74	0P000072KJ	RBC Canadian Dividend	Pair Corr
0.89	0P00007069	RBC Portefeuille	Pair Corr

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Dynamic Premium Competition Correlation Matrix

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

	0P0001K9TH	0P000076N1	0P0001LY12
0P0001K9TH		0.54	0.83	0P0001K9TH
0P000076N1	0.54		0.3	0P000076N1
0P0001LY12	0.83	0.3		0P0001LY12
	0P0001K9TH	0P000076N1	0P0001LY12

Risk-Adjusted Indicators

There is a big difference between Dynamic Fund performing well and Dynamic Premium 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 Dynamic Premium'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
0P0001K9TH	0.02	0.00	0.00	0.33	0.00	0.00	0.00	0.00	0.20
0P000076N1	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.10
0P0001LY12	0.60	0.13	0.12	0.40	0.45	(0.69)	1.59	(0.97)	3.90

Dynamic Premium Competitive Analysis

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

	0P0000ZXLT	0P0001K9TH	0P000076N1	0P0001LY12
	1.10 11.69 Dynamic	0.20 10.00 CIBC	0.10 10.00 0P000076N1	0.18 55.96 IProfile
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Soft	Solid	Fair	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Unknown	Low	Unknown
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Sell	Strong Hold	Buy
Cash Position Weight	N/A	N/A	93.27 %	N/A
Three Year Return	N/A	N/A	1.20 %	N/A
Net Asset	N/A	N/A	228.47 M	N/A
Minimum Initial Investment	N/A	N/A	500	N/A
Five Year Return	N/A	N/A	0.78 %	N/A
One Year Return	N/A	N/A	1.58 %	N/A
Bond Positions Weight	N/A	N/A	6.73 %	N/A
Ten Year Return	N/A	N/A	0.58 %	N/A
Day Typical Price	11.69	10.0	10.0	55.96
Daily Balance Of Power	0	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	(0.13)	0.02	0.01	0.1
Rate Of Daily Change	0.99	1.0	1.0	1.0
Day Median Price	11.69	10.0	10.0	55.96
Price Action Indicator	(0.07)	0.01	0.005	0.05
Relative Strength Index	41.41	100.0	100.0	68.35
Coefficient Of Variation	(15,296)	461.53	781.02	508.19
Mean Deviation	0.2366	0.0156	0.0032	0.6009
Jensen Alpha	(0.02)	(0)	N/A	0.1258
Total Risk Alpha	(0.04)	(0)	(0.01)	0.0869
Sortino Ratio	N/A	N/A	N/A	0.1212
Downside Variance	N/A	N/A	N/A	0.5623
Standard Deviation	0.3363	0.038	0.0128	0.7897
Kurtosis	1.21	21.79	61.0	0.4636
Potential Upside	0.5055	N/A	N/A	1.59
Treynor Ratio	(0.07)	0.3288	N/A	0.4049
Maximum Drawdown	1.78	0.2008	0.1001	3.9
Variance	0.1131	0.0014	2.0E-4	0.6236
Market Risk Adjusted Performance	(0.06)	0.3388	N/A	0.4149
Risk Adjusted Performance	(0.02)	(0.02)	(0.47)	0.1454
Skewness	(0.75)	4.72	7.81	0.2662
Semi Deviation	N/A	N/A	N/A	0.4534
Information Ratio	(0.20)	(1.48)	(4.91)	0.1151
Value At Risk	(0.67)	N/A	N/A	(0.97)
Expected Short fall	N/A	N/A	N/A	(0.69)
Downside Deviation	N/A	N/A	N/A	0.7498
Semi Variance	N/A	N/A	N/A	0.2056

Dynamic Premium Competition Performance Charts

Five steps to successful analysis of Dynamic Premium Competition

Dynamic Premium'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 Dynamic Premium Yield in relation to its competition. Dynamic Premium's competition analysis typically involves several steps, including:

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

In addition to having Dynamic Premium 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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Giant Impact

An experimental equal-weighted decomposition of large high potential stocks based on Macroaxis scoring framework. The Giant Impact 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 Giant Impact Theme or any other thematic opportunities.

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