Pinnacle Sherman Competition

Mutual Funds . USA . 
Fund . Pinnacle Sherman Multi Strategy
APSHX Fund  USD 14.15  0.13  0.93%   
Pinnacle Sherman Multi competes with HUMANA, Barloworld, Morningstar Unconstrained, Thrivent High, and High-yield Municipal; as well as few others. The fund is listed under Tactical Allocation category and is part of Pinnacle family. Analyzing Pinnacle Sherman 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 Pinnacle Sherman to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pinnacle Sherman 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 Pinnacle Sherman competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
13.3914.1514.91
Details
Intrinsic
Valuation
LowRealHigh
13.8914.6515.41
Details
Naive
Forecast
LowNextHigh
13.2313.9914.75
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.0313.6914.34
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Pinnacle Sherman. Your research has to be compared to or analyzed against Pinnacle Sherman's peers to derive any actionable benefits. When done correctly, Pinnacle Sherman'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 Pinnacle Sherman Multi.

Pinnacle Sherman Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pinnacle Sherman 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 Pinnacle 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 Pinnacle Sherman Multi does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AAEVX
+ 0.79
MSTSX
LBHIX
+ 0.72
MSTSX
AAEVX
+ 0.69
LBHIX
ABHYX
+ 0.62
LBHIX
ABHYX
+ 0.4
MSTSX
144285AL7
+ 0.39
SCAXF
  
High negative correlations   
VIASP
- 0.71
SCAXF
AAEVX
- 0.7
444859BR2
MSTSX
- 0.62
444859BR2
LBHIX
- 0.59
444859BR2
144285AL7
- 0.52
VIASP
MSTSX
- 0.5
BRRAY

Risk-Adjusted Indicators

There is a big difference between Pinnacle Mutual Fund performing well and Pinnacle Sherman 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 Pinnacle Sherman'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
444859BR2  1.32  0.04  0.00  0.04  0.00 
 0.00 
 5.93 
(4.60)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.10) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.03)(0.09) 0.05  0.52 
(0.59)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.00 (0.27) 0.00  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.16  0.00 (0.17) 0.11  0.26 
(0.23)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.75  0.14  0.04 (6.44) 1.01 
(0.84)
 2.28 
(1.15)
 7.18 
144285AL7  0.36 (0.02) 0.00  4.40  0.00 
 0.00 
 0.96 
(0.95)
 2.51 
AAEVX  0.51  0.06 (0.05)(0.67) 0.56 
(0.61)
 1.07 
(0.77)
 3.24 
All Fundamental Data

Pinnacle Sherman Competitive Analysis

The better you understand Pinnacle Sherman competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pinnacle Sherman'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 Pinnacle Sherman'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
APSHX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF VIASP 144285AL7
 0.93 
 14.15 
Pinnacle
 0.29 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.09 
 11.68 
Morningstar
 0.24 
 4.25 
Thrivent
 0.22 
 8.96 
High-yield
 23.47 
 0.01 
Sparta
 0.22 
 22.34 
Via
 0.88 
 99.80 
CARPENTER
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
Good
Very Weak
Very Weak
Very Weak
Weak
Good
Insignificant
Very Weak
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Above Average
Below Average
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Under 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)
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Hold
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
32.77 M
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
N/A
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
Price To Book
N/A
N/A
N/A
0.99
N/A
1.58
N/A
34.42
N/A
N/A
Five Year Return
8.82
N/A
N/A
3.98
8.13
3.31
1.68
N/A
8.97
N/A
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
22.37
N/A
N/A
N/A
18.78
11.68
12.1
N/A
N/A
N/A
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
Cash Position Weight
50.85
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
N/A
Equity Positions Weight
49.15
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
N/A
Number Of Employees
1
N/A
7
36
1
1
1
8
169
N/A
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
2.64
N/A
N/A
N/A
5.8
2.59
-0.71
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
N/A
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
0.0972
N/A
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
7.37 M
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
N/A
Last Dividend Paid
0.05
N/A
N/A
4.6
N/A
0.02
0.03
N/A
0.73
N/A
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
N/A
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
26.83
N/A
Price To Sales
N/A
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
N/A
N/A
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Year To Date Return
15.05
N/A
N/A
N/A
11.76
6.69
5.77
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
14.15
80.35
0.006
4.23
11.68
4.25
8.96
0.015
22.35
99.8
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
75.45
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
(0.29)
(9,223,372,036,855)
Period Momentum Indicator
0.13
(0.23)
N/A
N/A
(0.01)
0.01
0.02
(0)
(0.05)
(0.89)
Rate Of Daily Change
1.01
1.0
1.0
1.0
1.0
1.0
1.0
0.77
1.0
0.99
Day Median Price
14.15
80.35
0.006
4.23
11.68
4.25
8.96
0.015
22.36
99.8
Price Action Indicator
0.065
(0.12)
N/A
N/A
(0.01)
0.005
0.01
(0)
(0.04)
(0.45)
Relative Strength Index
73.45
39.79
N/A
54.28
59.72
68.15
41.15
N/A
57.07
48.36
Coefficient Of Variation
593.72
(8,332)
N/A
25169.77
1576.86
582.72
1821.75
(812.40)
811.34
(4,752)
Mean Deviation
0.5666
1.32
N/A
1.27
0.4856
0.11
0.1649
0.7004
0.7499
0.3606
Jensen Alpha
0.0441
0.0446
N/A
(0.1)
(0.03)
N/A
0.0014
(0.40)
0.1351
(0.02)
Total Risk Alpha
0.033
(0.33)
N/A
(0.47)
(0.04)
(0.0002)
(0.03)
(0.69)
0.0015
(0.08)
Sortino Ratio
0.0516
N/A
N/A
N/A
(0.09)
(0.27)
(0.17)
N/A
0.0376
N/A
Downside Variance
0.4917
N/A
N/A
N/A
0.3987
0.0625
0.2328
N/A
1.63
N/A
Standard Deviation
0.7812
2.57
N/A
4.2
0.6318
0.169
0.286
2.89
1.16
0.5075
Kurtosis
3.33
5.82
N/A
11.15
0.1097
3.68
8.76
66.0
5.48
1.37
Potential Upside
1.23
5.93
N/A
N/A
1.21
0.2398
0.3382
N/A
2.28
0.9638
Treynor Ratio
0.1341
0.0408
N/A
0.0056
0.0462
N/A
0.114
(1.01)
(6.44)
4.4
Maximum Drawdown
4.37
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
7.18
2.51
Variance
0.6103
6.61
N/A
17.65
0.3991
0.0286
0.0818
8.35
1.35
0.2575
Market Risk Adjusted Performance
0.1441
0.0508
N/A
0.0156
0.0562
N/A
0.124
(1.00)
(6.43)
4.41
Risk Adjusted Performance
0.1272
(0)
N/A
0.0112
0.0459
0.0947
0.025
(0.09)
0.0964
(0.02)
Skewness
0.3039
1.04
N/A
0.4951
0.1403
1.16
(1.74)
(8.12)
(0.95)
0.396
Semi Deviation
0.4775
N/A
N/A
N/A
0.5186
0.0
0.2557
N/A
1.01
N/A
Information Ratio
0.0463
(0.05)
N/A
(0.02)
(0.09)
(0.39)
(0.28)
(0.16)
0.0412
(0.21)
Value At Risk
(1.00)
(4.60)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
(1.15)
(0.95)
Expected Short fall
(0.71)
N/A
N/A
N/A
(0.59)
(0.29)
(0.23)
N/A
(0.84)
N/A
Downside Deviation
0.7012
N/A
N/A
N/A
0.6314
0.25
0.4825
N/A
1.28
N/A
Semi Variance
0.228
N/A
N/A
N/A
0.2689
(0.02)
0.0654
N/A
1.03
N/A

Pinnacle Sherman Competition Performance Charts

Five steps to successful analysis of Pinnacle Sherman Competition

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

In addition to having Pinnacle Sherman 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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Aggressive Funds
Aggressive Funds Theme
Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds theme has 48 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 Aggressive Funds Theme or any other thematic opportunities.
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Other Information on Investing in Pinnacle Mutual Fund

Pinnacle Sherman financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Sherman security.
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