Barrett Growth Competition
| BGRWX Fund | USD 27.51 0.13 0.47% |
Barrett Growth vs Basic Materials Correlation
Very poor diversification
The correlation between Barrett Growth Fund and RYBCX is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Barrett Growth Fund and RYBCX in the same portfolio, assuming nothing else is changed.
Moving together with Barrett Mutual Fund
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Barrett Growth'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.
Barrett Growth Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Barrett Growth 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 Barrett 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 Barrett Growth does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Barrett Mutual Fund performing well and Barrett Growth 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 Barrett Growth'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| LVAMX | 0.90 | 0.41 | 0.60 | 1.71 | 0.00 | 1.30 | 24.86 | |||
| RIVSX | 0.87 | 0.12 | 0.09 | 0.54 | 0.88 | 2.43 | 5.10 | |||
| ICHKX | 0.60 | 0.04 | 0.02 | 0.17 | 0.69 | 1.26 | 3.43 | |||
| MASNX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| EMSLX | 0.95 | 0.37 | 0.36 | 0.64 | 0.45 | 1.64 | 19.22 | |||
| CSCVX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| MASFX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| NOM | 1.26 | 0.14 | 0.08 | 0.54 | 1.32 | 2.90 | 6.83 | |||
| JMCRX | 0.86 | 0.09 | 0.10 | 0.12 | 0.80 | 2.38 | 4.76 | |||
| RYBCX | 1.28 | 0.41 | 0.24 | 0.48 | 1.24 | 2.31 | 14.56 |
Barrett Growth Competitive Analysis
The better you understand Barrett Growth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Barrett Growth'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 Barrett Growth'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 |
Barrett Growth Competition Performance Charts
Five steps to successful analysis of Barrett Growth Competition
Barrett Growth'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 Barrett Growth in relation to its competition. Barrett Growth's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Barrett Growth 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 Barrett Growth's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Barrett 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.
Complement your Barrett Growth position
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Run Semiconductor Thematic Idea Now
Semiconductor
Companies involved in production of semiconductor and semiconductor materials. The Semiconductor theme has 17 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 Semiconductor Theme or any other thematic opportunities.
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Other Information on Investing in Barrett Mutual Fund
Barrett Growth financial ratios help investors to determine whether Barrett 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 Barrett with respect to the benefits of owning Barrett Growth security.
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