Inflation-adjusted Competition

AINGX Fund

USD 10.71 0.03 0.28%

Inflation Adjusted Bond competes with Heartland Value, Victory Rs, Columbia Small, Fpa Queens, and Boston Partners; as well as few others. The fund is listed under Inflation-Protected Bond category and is part of American Century Investments family. Analyzing Inflation-adjusted 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 Inflation-adjusted to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Inflation-adjusted 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 Inflation-adjusted competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
10.44	10.71	10.98

Details

Intrinsic

Valuation

Low	Real	High
10.45	10.72	10.99

Details

Naive

Forecast

Low	Next	High
10.47	10.74	11.01

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
10.57	10.65	10.73

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Inflation-adjusted. Your research has to be compared to or analyzed against Inflation-adjusted's peers to derive any actionable benefits. When done correctly, Inflation-adjusted's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Inflation Adjusted Bond.

Inflation-adjusted Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Inflation-adjusted 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 Inflation-adjusted 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 Inflation Adjusted Bond does not affect the price movement of the other competitor.

	HRVIX	RSPMX	CVVRX	QRSAX	BPSCX	RYOFX	QRSVX
HRVIX		0.99	0.85	0.98	0.94	0.97	0.94	HRVIX
RSPMX	0.99		0.86	0.97	0.94	0.98	0.93	RSPMX
CVVRX	0.85	0.86		0.87	0.78	0.83	0.8	CVVRX
QRSAX	0.98	0.97	0.87		0.94	0.95	0.96	QRSAX
BPSCX	0.94	0.94	0.78	0.94		0.93	0.98	BPSCX
RYOFX	0.97	0.98	0.83	0.95	0.93		0.91	RYOFX
QRSVX	0.94	0.93	0.8	0.96	0.98	0.91		QRSVX
	HRVIX	RSPMX	CVVRX	QRSAX	BPSCX	RYOFX	QRSVX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Inflation-adjusted Mutual Fund performing well and Inflation-adjusted 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 Inflation-adjusted'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
HRVIX	0.82	0.12	0.00	1.16	0.73	(0.90)	1.63	(1.41)	7.46
RSPMX	0.76	0.12	0.01	1.22	0.58	(1.00)	1.71	(1.21)	6.79
CVVRX	0.85	0.11	0.00	1.09	0.77	(1.03)	2.04	(1.42)	6.23
QRSAX	0.78	0.13	0.01	1.62	0.69	(0.89)	1.87	(1.28)	6.37
BPSCX	0.84	(0.03)	0.02	0.10	0.75	(1.02)	1.77	(1.26)	7.51
RYOFX	1.02	0.11	0.00	0.76	1.08	(1.15)	2.31	(1.64)	7.54
QRSVX	0.77	(0.01)	0.02	0.12	0.68	(0.87)	1.89	(1.28)	6.35

Unable to evaluate fundamental data of [HRVIX, RSPMX, CVVRX, QRSAX, BPSCX, RYOFX, QRSVX] at this time. Please try again later

All Fundamental Data

Inflation-adjusted Competitive Analysis

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

	AINGX	HRVIX	RSPMX	CVVRX	QRSAX	BPSCX	RYOFX	QRSVX
	0.28 10.71 Inflation-adjusted	0.07 40.49 Heartland	0.03 32.16 Victory	0.00 57.92 Columbia	0.34 43.42 Fpa	0.14 29.58 Boston	0.06 15.95 Royce	0.25 43.63 Queens
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	OK	Good	Good	Good	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Hold	Cautious Hold	Hold	Hold	Strong Hold	Hold	Strong Hold
Net Asset	2.8 B	440.19 M	440.89 M	693.95 M	696.19 M	637.92 M	1.29 B	494.64 M
Minimum Initial Investment	N/A	N/A	3 K	N/A	N/A	2.5 K	N/A	N/A
Price To Book	N/A	1.42 X	N/A	1.16 X	N/A	1.55 X	1.31 X	1.63 X
Five Year Return	2.16 %	9.13 %	N/A	13.86 %	N/A	10.22 %	14.46 %	12.21 %
One Year Return	6.06 %	17.50 %	N/A	31.39 %	N/A	33.13 %	28.05 %	28.02 %
Last Dividend Paid	0.17	0.18	N/A	0.06	0.09	0.08	N/A	0.09
Price To Earning	N/A	21.42 X	N/A	15.95 X	N/A	15.42 X	4.20 X	15.97 X
Price To Sales	N/A	1.10 X	N/A	1.00 X	N/A	0.71 X	0.53 X	0.63 X
Cash Position Weight	3.32 %	3.13 %	N/A	0.79 %	10.53 %	1.79 %	4.74 %	10.53 %
Equity Positions Weight	N/A	96.87 %	99.84 %	99.21 %	89.43 %	98.21 %	95.26 %	89.43 %
Three Year Return	(1.92) %	1.29 %	N/A	7.75 %	N/A	7.14 %	3.16 %	6.75 %
Annual Yield	0.01 %	0.01 %	0.01 %	0.01 %	0.01 %	0.01 %	N/A	0.01 %
Year To Date Return	2.75 %	7.91 %	N/A	15.39 %	N/A	21.61 %	15.12 %	16.41 %
Bond Positions Weight	1.71 %	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	3.05 %	6.16 %	N/A	6.23 %	N/A	6.24 %	6.99 %	6.75 %
Day Typical Price	10.71	40.49	32.16	57.92	43.42	29.58	15.95	43.63
Daily Balance Of Power	9.2 T	9.2 T	(9,223,372,036,855)	0.0	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.03	0.03	(0.01)	N/A	(0.15)	0.04	0.01	0.11
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	10.71	40.49	32.16	57.92	43.42	29.58	15.95	43.63
Price Action Indicator	0.015	0.015	(0.01)	N/A	(0.07)	0.02	0.005	0.055
Relative Strength Index	45.96	73.84	72.85	74.01	79.88	74.15	75.06	79.82
Coefficient Of Variation	(6,899)	855.82	780.8	859.54	736.32	780.23	996.91	688.07
Mean Deviation	0.2164	0.8227	0.7567	0.8512	0.777	0.839	1.02	0.7732
Jensen Alpha	(0.02)	0.1164	0.1187	0.1133	0.1265	(0.03)	0.1097	(0.01)
Total Risk Alpha	(0.06)	(0.07)	(0.05)	(0.07)	(0.04)	(0.06)	(0.10)	(0.03)
Sortino Ratio	N/A	0.0034	0.0065	8.0E-4	0.0108	0.0217	0.0034	0.0217
Downside Variance	N/A	0.9013	0.5789	0.893	0.8007	0.8452	1.51	0.821
Standard Deviation	0.268	1.21	1.11	1.19	1.08	1.23	1.41	1.08
Kurtosis	0.1583	9.04	9.48	3.47	5.03	8.73	4.08	4.99
Potential Upside	0.3683	1.63	1.71	2.04	1.87	1.77	2.31	1.89
Treynor Ratio	(0.76)	1.16	1.22	1.09	1.62	0.1046	0.7612	0.1172
Maximum Drawdown	1.11	7.46	6.79	6.23	6.37	7.51	7.54	6.35
Variance	0.0718	1.45	1.24	1.41	1.18	1.51	2.0	1.17
Market Risk Adjusted Performance	(0.75)	1.17	1.23	1.1	1.63	0.1146	0.7712	0.1272
Risk Adjusted Performance	(0.03)	0.093	0.101	0.0925	0.1068	0.1018	0.0813	0.114
Skewness	(0.41)	1.96	2.11	1.1	1.16	1.88	0.7263	1.14
Semi Deviation	N/A	0.7338	0.5766	0.7662	0.6908	0.7503	1.08	0.679
Information Ratio	(0.53)	0.0027	0.0045	6.0E-4	0.0089	0.0162	0.0029	0.0182
Value At Risk	(0.47)	(1.41)	(1.21)	(1.42)	(1.28)	(1.26)	(1.64)	(1.28)
Expected Short fall	N/A	(0.90)	(1.00)	(1.03)	(0.89)	(1.02)	(1.15)	(0.87)
Downside Deviation	N/A	0.9494	0.7608	0.945	0.8948	0.9193	1.23	0.9061
Semi Variance	N/A	0.5385	0.3324	0.587	0.4772	0.563	1.16	0.461

Inflation-adjusted Competition Performance Charts

Five steps to successful analysis of Inflation-adjusted Competition

Inflation-adjusted'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 Inflation Adjusted Bond in relation to its competition. Inflation-adjusted's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Inflation-adjusted 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 Inflation-adjusted's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Inflation Adjusted Bond, 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 Inflation-adjusted position

In addition to having Inflation-adjusted 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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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Non-Metallic and Industrial Metal Mining theme has 61 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 Non-Metallic and Industrial Metal Mining Theme or any other thematic opportunities.

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Other Information on Investing in Inflation-adjusted Mutual Fund

Inflation-adjusted financial ratios help investors to determine whether Inflation-adjusted 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 Inflation-adjusted with respect to the benefits of owning Inflation-adjusted security.

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Inflation-adjusted Competition

Specify up to 10 symbols:

Inflation-adjusted Competition Correlation Matrix

Risk-Adjusted Indicators

Inflation-adjusted Competitive Analysis

Inflation-adjusted Competition Performance Charts

Five steps to successful analysis of Inflation-adjusted Competition

Complement your Inflation-adjusted position

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Run Non-Metallic and Industrial Metal Mining Thematic Idea Now

Non-Metallic and Industrial Metal Mining

Other Information on Investing in Inflation-adjusted Mutual Fund

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