Small Cap Competition
| ANOYX Fund | USD 24.86 0.04 0.16% |
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 Small Cap competition on your existing holdings.
SMALL |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Small Cap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Small Cap Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Small Cap 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 SMALL 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 Small Cap Growth does not affect the price movement of the other competitor.
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High positive correlations
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Risk-Adjusted Indicators
There is a big difference between SMALL Mutual Fund performing well and Small Cap 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 Small Cap'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| XWDIX | 0.17 | (0.04) | 0.00 | (1.06) | 0.00 | 0.32 | 1.39 | |||
| FZABX | 0.68 | (0.15) | 0.00 | (0.11) | 0.00 | 1.13 | 4.32 | |||
| MDDAX | 0.93 | (0.34) | 0.00 | (0.18) | 0.00 | 1.16 | 22.61 | |||
| HIIDX | 0.63 | (0.12) | 0.00 | (0.11) | 0.00 | 1.26 | 4.09 | |||
| BICPX | 0.19 | (0.01) | (0.45) | (0.02) | 0.19 | 0.44 | 1.21 | |||
| JDJAX | 0.44 | (0.08) | 0.00 | (0.09) | 0.00 | 1.01 | 2.44 | |||
| PGFCX | 0.22 | 0.01 | (0.35) | 0.28 | 0.22 | 0.48 | 1.24 |
Small Cap Competitive Analysis
The better you understand Small Cap competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Small Cap'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 Small Cap'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 |
Small Cap Competition Performance Charts
Five steps to successful analysis of Small Cap Competition
Small Cap'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 Small Cap Growth in relation to its competition. Small Cap's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Small Cap 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 Small Cap's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Small Cap Growth, 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.
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Other Information on Investing in SMALL Mutual Fund
Small Cap financial ratios help investors to determine whether SMALL 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 SMALL with respect to the benefits of owning Small Cap security.
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