IShares SPI Competition

0P00019YBQ   1,647  11.73  0.31%   

IShares SPI vs SF Sustainable Correlation

IShares SPI Competition Correlation Matrix

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

High positive correlations

0P0001ILO20P00019YBQ
SFPF0P0000YXR4
0P0000JLED0P0001ILO2
0P0000JLED0P00019YBQ
SFPF0P00019YBQ
0P00019YBQ0P0000YXR4
  

High negative correlations

SFPF0P0000JLED
0P0000JLED0P0000YXR4
SFPFZKA12
SFPFSNBKZ
ZKA12SNBKZ
SFPFVAL13

Risk-Adjusted Indicators

There is a big difference between IShares Fund performing well and IShares SPI 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 IShares SPI'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
0P0000YXR4  0.70  0.11  0.05 (12.82) 0.72 
 1.75 
 4.30 
0P00019YBQ  0.35  0.13  0.12 (3.34) 0.12 
 1.04 
 2.47 
0P0001ILO2  0.36  0.15  0.21  1.55  0.00 
 1.17 
 2.18 
0P0000JLED  0.08 (0.01)(0.49) 0.55  0.08 
 0.11 
 0.46 
SCM141  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
VAL13  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
SNBKZ  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
ZKA12  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
SFPF  0.61  0.12  0.08  1.03  0.44 
 1.30 
 2.93 

IShares SPI Competitive Analysis

The better you understand IShares SPI competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares SPI'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 IShares SPI'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
0P00019YBQ 0P0000YXR4 0P0001ILO2 0P0000JLED SFPF
 0.31 
 1,849 
IShares
 0.00 
 2,327 
CSIF
 0.00 
 129.54 
BCV
 0.00 
 8.79 
Zurich
 0.55 
 146.80 
SFPF
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

IShares SPI Competition Performance Charts

Five steps to successful analysis of IShares SPI Competition

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

In addition to having IShares SPI 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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Soft Drinks
Soft Drinks Theme
Entities manufacturing and distributing non alcoholic beverages across different markets. The Soft Drinks theme has 12 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 Soft Drinks Theme or any other thematic opportunities.
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