Sustainable Equity Competition

AFDIX Fund

USD 57.29 0.24 0.42%

Sustainable Equity competes with Mid Cap, Income Growth, Diversified Bond, Emerging Markets, and Short-term Government; as well as few others. The fund is listed under Large Blend category and is part of American Century Investments family. Analyzing Sustainable Equity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Sustainable Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Sustainable Equity Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Sustainable Equity competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
56.49	57.29	58.09

Details

Intrinsic

Valuation

Low	Real	High
55.96	56.76	57.56

Details

Sustainable Equity Competition Correlation Matrix

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

	AMDVX	AMGIX	CDBCX	AMKIX	TWACX	TWADX	TWCCX	TWCAX	TWCIX
AMDVX		0.83	-0.52	0.1	-0.46	0.94	0.75	0.75	0.73	AMDVX
AMGIX	0.83		-0.73	0.33	-0.62	0.92	0.93	0.89	0.93	AMGIX
CDBCX	-0.52	-0.73		-0.12	0.93	-0.71	-0.81	-0.76	-0.78	CDBCX
AMKIX	0.1	0.33	-0.12		0.04	0.26	0.35	0.42	0.42	AMKIX
TWACX	-0.46	-0.62	0.93	0.04		-0.61	-0.71	-0.64	-0.66	TWACX
TWADX	0.94	0.92	-0.71	0.26	-0.61		0.87	0.86	0.85	TWADX
TWCCX	0.75	0.93	-0.81	0.35	-0.71	0.87		0.93	0.99	TWCCX
TWCAX	0.75	0.89	-0.76	0.42	-0.64	0.86	0.93		0.94	TWCAX
TWCIX	0.73	0.93	-0.78	0.42	-0.66	0.85	0.99	0.94		TWCIX
	AMDVX	AMGIX	CDBCX	AMKIX	TWACX	TWADX	TWCCX	TWCAX	TWCIX

Click cells to compare fundamentals

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High positive correlations

TWCIX	+ 0.99	TWCCX
TWADX	+ 0.94	AMDVX
TWCIX	+ 0.94	TWCAX
TWCCX	+ 0.93	AMGIX
TWCIX	+ 0.93	AMGIX
TWACX	+ 0.93	CDBCX

High negative correlations

TWCCX	- 0.81	CDBCX
TWCIX	- 0.78	CDBCX
TWCAX	- 0.76	CDBCX
CDBCX	- 0.73	AMGIX
TWCCX	- 0.71	TWACX
TWADX	- 0.71	CDBCX

Risk-Adjusted Indicators

There is a big difference between SUSTAINABLE Mutual Fund performing well and Sustainable Equity Mutual 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 Sustainable Equity'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
AMDVX	0.52	0.00	(0.07)	0.11	0.41	(0.62)	0.89	(0.82)	3.22
AMGIX	0.54	0.10	(0.02)	2.35	0.41	(0.62)	1.17	(0.89)	3.48
CDBCX	0.23	(0.02)	0.00	0.57	0.00	0.00	0.43	(0.55)	1.28
AMKIX	0.78	0.02	(0.10)	(0.10)	0.99	(0.85)	1.51	(1.86)	4.82
TWACX	0.08	(0.01)	0.00	0.48	0.00	0.00	0.11	(0.11)	0.78
TWADX	0.48	(0.01)	(0.09)	0.11	0.38	(0.58)	0.94	(0.70)	2.91
TWCCX	0.77	0.11	(0.02)	(1.64)	1.19	(0.71)	1.69	(2.23)	5.13
TWCAX	0.70	(0.04)	(0.04)	0.07	1.08	(0.63)	1.70	(2.20)	5.36
TWCIX	0.72	0.09	(0.03)	(1.56)	1.07	(0.66)	1.70	(2.20)	5.37

Unable to evaluate fundamental data of [AMDVX, AMGIX, CDBCX, AMKIX, TWACX, TWADX, TWCCX, TWCAX, TWCIX] at this time. Please try again later

All Fundamental Data

Sustainable Equity Competitive Analysis

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

	AFDIX	AMDVX	AMGIX	CDBCX	AMKIX	TWACX	TWADX	TWCCX	TWCAX	TWCIX
	0.42 57.29 SUSTAINABLE	0.22 17.78 Mid	0.89 39.12 Income	0.22 9.17 Diversified	0.26 11.56 Emerging	0.22 8.93 Short-term	0.22 8.87 Value	0.75 65.64 Ultra	0.83 119.56 Select	0.32 124.45 Select
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)	OK	OK	Good	Very Weak	Very Weak	Very Weak	OK	OK	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Over 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 Buy	Buy	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Strong Hold	Strong Buy	Strong Hold
Net Asset	4.38 B	8.31 B	2.16 B	6.34 B	2.45 B	198.06 M	2.16 B	19.44 B	4.41 B	4.41 B
Minimum Initial Investment	N/A	N/A	5 M	N/A	5 M	N/A	N/A	N/A	N/A	N/A
Price To Book	2.77	1.88	2.66	N/A	2.54	N/A	1.79	5.16	5.02	5.02
Five Year Return	14.22	9.52	10.48	-1.26	1.41	0.13	9.84	17.96	16.48	16.77
One Year Return	27.7	22.62	28.31	5.47	17.03	3.59	22.07	33.26	29.31	29.62
Last Dividend Paid	0.16	0.09	0.12	0.01	0.11	N/A	0.04	N/A	N/A	N/A
Price To Earning	18.48	18.4	17.1	N/A	16.22	N/A	17.75	22.37	20.43	20.43
Price To Sales	1.61	1.44	1.48	N/A	1.85	N/A	1.52	2.68	2.43	2.43
Cash Position Weight	1.19	3.2	3.08	4.47	2.37	3.79	2.47	1.31	1.34	1.34
Equity Positions Weight	98.81	96.81	96.92	N/A	97.63	N/A	97.53	98.69	98.22	98.22
Three Year Return	7.16	7.45	5.2	-3.56	-5.64	-0.23	7.91	6.21	7.25	7.52
Annual Yield	0.0075	0.0183	0.0147	0.0027	0.0129	1.0E-4	0.0173	N/A	N/A	N/A
Year To Date Return	21.56	15.0	20.58	0.72	12.73	1.98	14.41	27.09	24.0	24.28
Bond Positions Weight	N/A	N/A	N/A	5.08	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	13.12	10.19	11.22	2.59	4.43	0.04	8.37	15.09	14.72	15.0
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	57.29	17.78	39.12	9.17	11.56	8.93	8.87	65.64	119.56	124.45
Period Momentum Indicator	0.24	(0.04)	(0.35)	(0.02)	(0.03)	0.02	(0.02)	0.49	0.99	(0.40)
Rate Of Daily Change	1.0	1.0	0.99	1.0	1.0	1.0	1.0	1.01	1.01	1.0
Day Median Price	57.29	17.78	39.12	9.17	11.56	8.93	8.87	65.64	119.56	124.45
Price Action Indicator	0.12	(0.02)	(0.18)	(0.01)	(0.01)	0.01	(0.01)	0.24	0.5	(0.20)
Coefficient Of Variation	973.11	733.53	629.13	(1,474)	5215.69	(7,156)	724.93	1010.48	1411.79	1164.13
Mean Deviation	0.574	0.5218	0.545	0.2257	0.776	0.0801	0.4848	0.7721	0.7027	0.7169
Jensen Alpha	0.0732	(0)	0.0978	(0.02)	0.021	(0.01)	(0.01)	0.1052	(0.04)	0.0851
Total Risk Alpha	(0.05)	(0.02)	(0.01)	(0.08)	(0.15)	(0.03)	(0.02)	(0.07)	(0.1)	(0.08)
Sortino Ratio	(0.05)	(0.07)	(0.02)	N/A	(0.10)	N/A	(0.09)	(0.02)	(0.04)	(0.03)
Downside Variance	0.7238	0.3474	0.4125	N/A	1.09	N/A	0.2525	1.81	1.56	1.56
Standard Deviation	0.7966	0.6439	0.7108	0.3068	1.02	0.1166	0.5965	1.09	1.03	1.04
Kurtosis	1.76	1.09	1.52	1.15	0.2332	2.72	1.05	1.47	1.71	1.57
Potential Upside	1.18	0.8913	1.17	0.4301	1.51	0.1122	0.9401	1.69	1.7	1.7
Treynor Ratio	(6.59)	0.1118	2.35	0.5696	(0.1)	0.4805	0.1084	(1.64)	0.0731	(1.56)
Maximum Drawdown	3.9	3.22	3.48	1.28	4.82	0.7799	2.91	5.13	5.36	5.37
Variance	0.6346	0.4146	0.5052	0.0941	1.04	0.0136	0.3558	1.19	1.05	1.08
Market Risk Adjusted Performance	(6.58)	0.1218	2.36	0.5796	(0.09)	0.4905	0.1184	(1.63)	0.0831	(1.55)
Risk Adjusted Performance	0.0789	0.1023	0.1207	(0.07)	0.0172	(0.07)	0.1026	0.0786	0.0567	0.0683
Skewness	(0.33)	0.5429	0.6795	(0.10)	(0.14)	(0.37)	0.6348	(0.60)	(0.54)	(0.54)
Semi Deviation	0.7129	0.4131	0.4135	N/A	0.989	N/A	0.3805	1.19	1.08	1.07
Information Ratio	(0.06)	(0.06)	(0.02)	(0.49)	(0.11)	(1.12)	(0.08)	(0.02)	(0.05)	(0.04)
Value At Risk	(1.45)	(0.82)	(0.89)	(0.55)	(1.86)	(0.11)	(0.70)	(2.23)	(2.20)	(2.20)
Expected Short fall	(0.60)	(0.62)	(0.62)	N/A	(0.85)	N/A	(0.58)	(0.71)	(0.63)	(0.66)
Downside Deviation	0.8508	0.5894	0.6423	N/A	1.05	N/A	0.5025	1.35	1.25	1.25
Semi Variance	0.5082	0.1706	0.171	N/A	0.9781	N/A	0.1448	1.42	1.16	1.14

Sustainable Equity Competition Performance Charts

Five steps to successful analysis of Sustainable Equity Competition

Sustainable Equity'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 Sustainable Equity in relation to its competition. Sustainable Equity's competition analysis typically involves several steps, including:

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

In addition to having Sustainable Equity 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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Companies specializing in advertising, marketing and advertising services. The Advertising theme has 37 constituents at this time.

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Other Information on Investing in SUSTAINABLE Mutual Fund

Sustainable Equity financial ratios help investors to determine whether SUSTAINABLE Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SUSTAINABLE with respect to the benefits of owning Sustainable Equity security.

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