CSIF III Competition

Funds . Switzerland . 
Fund . CSIF III Eq
0P0001EDRM   1,736  1.06  0.06%   
  

CSIF III Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between CSIF III 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 CSIF 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 CSIF III Eq does not affect the price movement of the other competitor.
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High positive correlations   
CHSRIA
+ 0.87
BALN
BBEG
+ 0.85
ADOT
500USD
+ 0.84
ADOT
WKBN
+ 0.77
BALN
CHSRIA
+ 0.75
WKBN
LYDAX
+ 0.72
ADOT
  
High negative correlations   
500USD
- 0.85
WKBN
ADOT
- 0.84
WKBN
500USD
- 0.7
BALN
ADOT
- 0.69
BALN
500USD
- 0.68
CHSRIA
LYDAX
- 0.63
WKBN

Risk-Adjusted Indicators

There is a big difference between CSIF Fund performing well and CSIF III 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 CSIF III'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
GLRA  0.66 (0.03) 0.00  0.54  0.00 
 0.00 
 1.25 
(1.33)
 6.93 
BALN  0.52 (0.08) 0.00  3.27  0.00 
 0.00 
 0.94 
(1.10)
 4.77 
WKBN  0.40 (0.05) 0.00  1.78  0.00 
 0.00 
 0.91 
(0.88)
 3.15 
ADOT  4.81  1.21  0.21  0.58  4.86 
(5.58)
 16.80 
(8.29)
 54.13 
CHSRIA  0.52 (0.05) 0.00 (1.15) 0.00 
 0.00 
 1.23 
(1.16)
 3.40 
BION  0.91 (0.01)(0.02)(0.01) 1.27 
(0.92)
 1.67 
(2.01)
 6.87 
500USD  0.44  0.10  0.19  0.45  0.26 
(0.55)
 1.03 
(0.50)
 4.03 
LYLVE  1.30  0.04  0.02  0.11  1.57 
(1.44)
 2.69 
(3.03)
 9.01 
BBEG  0.19  0.00 (0.07)(0.01) 0.23 
(0.22)
 0.47 
(0.39)
 1.37 
LYDAX  0.58  0.10  0.11  0.62  0.58 
(0.64)
 1.50 
(1.13)
 3.61 
All Fundamental Data

CSIF III Competitive Analysis

The better you understand CSIF III competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, CSIF III'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 CSIF III'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
0P0001EDRM GLRA BALN WKBN ADOT CHSRIA BION 500USD LYLVE BBEG
 0.06 
 1,736 
CSIF
 0.51 
 17.59 
SPDR
 1.10 
 161.80 
Baloise
 0.45 
 110.50 
Banque
 5.31 
 4.10 
21Shares
 0.65 
 19.75 
UBS
 0.68 
 36.75 
BION
 0.32 
 119.12 
Amundi
 0.55 
 53.21 
Lyxor
 0.02 
 94.27 
JPMorgan
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very risky
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Good
Very Weak
Very Weak
Very Weak
Good
Very Weak
Very Weak
Good
Very Weak
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Unknown
Low
Below Average
Low
About Average
Low
Quite High
Low
Low
Unknown
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly 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
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Current Ratio
N/A
33.57
N/A
N/A
N/A
9.72
N/A
N/A
Net Asset
277.39 M
89.98 B
18.5 B
N/A
433.22 M
3.64 B
957.02 M
77.25 M
Profit Margin
N/A
0.0849
0.28
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
843.3 M
108.38 M
N/A
N/A
(403.75 M)
N/A
N/A
Operating Margin
N/A
-0.0973
0.34
N/A
N/A
1.25
N/A
N/A
Current Valuation
N/A
7.32 B
4.11 B
N/A
N/A
509.23 M
N/A
N/A
Price To Book
N/A
1.28
1.17
N/A
N/A
1.28
2.68
N/A
Five Year Return
N/A
3.85
N/A
N/A
N/A
4.63
9.85
5.43
One Year Return
16.45
N/A
N/A
N/A
35.4
N/A
9.07
0.59
Beta
N/A
0.97
0.0876
N/A
N/A
0.87
N/A
N/A
Equity Positions Weight
99.19
N/A
N/A
N/A
98.79
N/A
100.0
N/A
Number Of Employees
N/A
10
494
N/A
N/A
10
1
N/A
Shares Outstanding
N/A
45.17 M
15.71 M
N/A
N/A
54.99 M
N/A
N/A
Three Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
14.68
Cash Flow From Operations
N/A
477 M
702.35 M
N/A
N/A
(94.79 M)
N/A
N/A
Annual Yield
N/A
0.0468
0.0329
N/A
N/A
0.0496
N/A
N/A
Total Debt
N/A
2.43 B
5.2 B
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
0.0938
0.0494
N/A
N/A
-0.26
N/A
N/A
Z Score
N/A
1.2
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-0.0047
0.0037
N/A
N/A
-0.0411
N/A
N/A
Book Value Per Share
N/A
110.82
91.28
N/A
N/A
49.62
N/A
N/A
Total Asset
277.39 M
89.98 B
18.5 B
N/A
433.22 M
3.64 B
N/A
77.25 M
Debt To Equity
N/A
0.35
N/A
N/A
N/A
11.3
N/A
N/A
Target Price
N/A
157.5
N/A
N/A
N/A
69.52
N/A
N/A
Last Dividend Paid
N/A
7.0
N/A
N/A
N/A
3.85
N/A
N/A
Shares Owned By Institutions
N/A
46.57
1.5
N/A
N/A
7.82
N/A
N/A
Market Capitalization
N/A
6.87 B
1.65 B
N/A
N/A
3.15 B
N/A
N/A
Price To Earning
N/A
15.07
18.03
N/A
N/A
23.12
19.07
N/A
Price To Sales
N/A
0.95
6.66
N/A
N/A
814184.0
1.86
N/A
Net Income
N/A
697.9 M
68.5 M
N/A
N/A
(404.81 M)
N/A
N/A
Earnings Per Share
N/A
12.69
6.54
N/A
N/A
-16.73
N/A
N/A
Shares Owned By Insiders
N/A
0.21
70.17
N/A
N/A
1.7
N/A
N/A
Revenue
N/A
9.2 B
230.7 M
N/A
N/A
(396.22 M)
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
7.1
Cash And Equivalents
N/A
4.07 B
2.65 B
N/A
N/A
2.83 M
N/A
N/A
Cash Per Share
N/A
464.18
168.6
N/A
N/A
65.76
N/A
N/A
Gross Profit
N/A
3.1 B
247.13 M
N/A
N/A
4 K
N/A
N/A
Day Typical Price
1736.45
17.62
162.33
109.83
4.13
19.79
36.53
119.05
53.21
94.27
Accumulation Distribution
N/A
0.0051
1246.3
28.92
440.36
105.38
3233.58
16.81
N/A
N/A
Market Facilitation Index
N/A
0.09
0.0
0.0013
0.0
0.0
0.0
0.0
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(1.00)
(0.82)
0.25
(2.56)
(1.18)
0.2941
1.727273
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
(1.06)
(0.09)
(1.80)
0.5
(0.23)
(0.13)
0.25
0.38
0.29
(0.02)
Rate Of Daily Change
1.0
0.99
0.99
1.0
0.95
0.99
1.01
1.0
1.01
1.0
Day Median Price
1736.45
17.63
162.6
109.5
4.14
19.81
36.42
119.01
53.21
94.27
Price Action Indicator
(0.53)
(0.09)
(1.70)
1.25
(0.16)
(0.12)
0.45
0.3
0.14
(0.01)
Coefficient Of Variation
517.51
(4,633)
(1,005)
(1,462)
597.64
(1,637)
16492.98
513.8
2715.28
2868.48
Mean Deviation
0.3946
0.6552
0.5177
0.4031
4.81
0.5194
0.9086
0.4425
1.3
0.1893
Jensen Alpha
0.0952
(0.03)
(0.08)
(0.05)
1.21
(0.05)
(0.01)
0.1005
0.0438
(0)
Total Risk Alpha
0.0828
(0.05)
(0.10)
(0.06)
1.07
(0.07)
(0.03)
0.0908
0.0119
(0.01)
Sortino Ratio
0.1464
N/A
N/A
N/A
0.207
N/A
(0.02)
0.1899
0.0201
(0.07)
Downside Variance
0.2761
N/A
N/A
N/A
35.67
N/A
1.85
0.2047
2.86
0.0917
Standard Deviation
0.5488
0.9453
0.7515
0.57
7.56
0.6805
1.23
0.5911
1.71
0.2642
Kurtosis
2.94
5.93
8.48
1.45
6.73
0.3118
1.87
3.43
0.7203
0.6142
Potential Upside
0.7366
1.25
0.9417
0.9091
16.8
1.23
1.67
1.03
2.69
0.4651
Treynor Ratio
2.24
0.54
3.27
1.78
0.5761
(1.15)
(0.01)
0.4468
0.1093
(0.01)
Maximum Drawdown
3.28
6.93
4.77
3.15
54.13
3.4
6.87
4.03
9.01
1.37
Variance
0.3011
0.8935
0.5647
0.3249
57.22
0.4631
1.51
0.3494
2.93
0.0698
Market Risk Adjusted Performance
2.25
0.55
3.28
1.79
0.5861
(1.14)
0.0035
0.4568
0.1193
(0)
Risk Adjusted Performance
0.1491
(0.02)
(0.08)
(0.06)
0.1419
(0.05)
0.0083
0.1513
0.0346
0.0076
Skewness
0.3063
1.19
(1.87)
0.0934
1.67
0.0493
(0.26)
0.8079
0.0959
(0.12)
Semi Deviation
0.3273
N/A
N/A
N/A
4.86
N/A
1.27
0.2615
1.57
0.2311
Information Ratio
0.1402
(0.05)
(0.14)
(0.12)
0.1635
(0.10)
(0.02)
0.1454
0.0198
(0.08)
Value At Risk
(0.72)
(1.33)
(1.10)
(0.88)
(8.29)
(1.16)
(2.01)
(0.50)
(3.03)
(0.39)
Expected Short fall
(0.45)
N/A
N/A
N/A
(5.58)
N/A
(0.92)
(0.55)
(1.44)
(0.22)
Downside Deviation
0.5254
N/A
N/A
N/A
5.97
N/A
1.36
0.4524
1.69
0.3028
Semi Variance
0.1071
N/A
N/A
N/A
23.6
N/A
1.61
0.0684
2.47
0.0534

CSIF III Competition Performance Charts

Five steps to successful analysis of CSIF III Competition

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

In addition to having CSIF III 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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ISP
ISP Theme
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 39 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 ISP Theme or any other thematic opportunities.
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