Eafe Choice Competition

BKGCX Fund

USD 1.25 0.00 0.00%

Eafe Choice competes with Artisan Emerging, T Rowe, Rbc Emerging, Rbc Emerging, and Locorr Long/short; as well as few others. The fund is listed under Foreign Large Growth category and is part of Baillie Gifford Funds family. Analyzing Eafe Choice 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 Eafe Choice to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Eafe Choice Correlation with its peers.

Eafe Choice vs Ab Bond Correlation

Pay attention - limited upside

The correlation between The Eafe Choice and ABNTX is -0.79 (i.e., Pay attention - limited upside) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding The Eafe Choice and ABNTX in the same portfolio, assuming nothing else is changed.

Moving together with Eafe Mutual Fund

0.98

BSGPX

Eafe Pure

Pair Corr

Moving against Eafe Mutual Fund

0.95	BGEZX	Baillie Gifford Emerging	Pair Corr
0.95	BGEWX	Baillie Gifford Emerging	Pair Corr
0.94	BGEPX	Baillie Gifford Emerging	Pair Corr
0.94	BGELX	Emerging Markets	Pair Corr
0.94	BGEGX	Baillie Gifford Emerging	Pair Corr

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Eafe Choice'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.

Hype

Prediction

Low	Estimated	High
0.06	1.25	14.30

Details

Intrinsic

Valuation

Low	Real	High
0.06	1.23	14.28

Details

Eafe Choice Competition Correlation Matrix

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

	APDOX	QLMETX	TMSRX	REMVX	RECIX	LCSAX	ABNTX
APDOX		-0.36	-0.09	0.97	0.96	0.56	0.84	APDOX
QLMETX	-0.36		-0.4	-0.25	-0.4	-0.2	0.01	QLMETX
TMSRX	-0.09	-0.4		-0.06	0.03	-0.4	-0.37	TMSRX
REMVX	0.97	-0.25	-0.06		0.96	0.5	0.84	REMVX
RECIX	0.96	-0.4	0.03	0.96		0.44	0.76	RECIX
LCSAX	0.56	-0.2	-0.4	0.5	0.44		0.55	LCSAX
ABNTX	0.84	0.01	-0.37	0.84	0.76	0.55		ABNTX
	APDOX	QLMETX	TMSRX	REMVX	RECIX	LCSAX	ABNTX

High positive correlations

REMVX	+ 0.97	APDOX
RECIX	+ 0.96	APDOX
RECIX	+ 0.96	REMVX
ABNTX	+ 0.84	APDOX
ABNTX	+ 0.84	REMVX
ABNTX	+ 0.76	RECIX

High negative correlations

LCSAX	- 0.4	TMSRX
RECIX	- 0.4	QLMETX
TMSRX	- 0.4	QLMETX
ABNTX	- 0.37	TMSRX
QLMETX	- 0.36	APDOX
REMVX	- 0.25	QLMETX

Risk-Adjusted Indicators

There is a big difference between Eafe Mutual Fund performing well and Eafe Choice 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 Eafe Choice'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
APDOX	0.10	0.07	0.09	2.25	0.00	(0.16)	0.28	(0.18)	0.56
QLMETX	0.68	(0.10)	0.00	(0.12)	0.00	0.00	1.04	(1.11)	12.98
TMSRX	0.12	(0.02)	0.00	2.48	0.00	0.00	0.23	(0.34)	2.16
REMVX	0.62	0.21	0.30	0.48	0.08	(0.86)	1.57	(0.84)	3.28
RECIX	0.83	0.34	0.37	0.56	0.31	(1.01)	2.02	(1.33)	11.71
LCSAX	0.42	0.01	(0.06)	0.23	0.66	(0.41)	0.94	(0.93)	4.23
ABNTX	0.08	0.00	(0.44)	0.27	0.00	(0.11)	0.19	(0.19)	0.39

Eafe Choice Competitive Analysis

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

	BKGCX	APDOX	QLMETX	TMSRX	REMVX	RECIX	LCSAX	ABNTX
	0.00 1.25 Eafe	0.27 11.19 Artisan	0.32 21.62 Legg	0.00 8.67 TMSRX	0.54 12.95 Rbc	0.31 16.19 RBC	0.34 8.69 Locorr	0.1 10.35 ABNTX
Market Volatility (90 Days Market Risk)	Out of control	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weakest	Prime	Weakest	Weakest	Strong	Solid	Soft	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Fair	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Hold	Strong Hold	Hold	Strong Buy	Strong Buy	Sell	Strong Sell
Equity Positions Weight	100.00 %	N/A	N/A	1.03 %	97.71 %	N/A	N/A	N/A
Cash Position Weight	N/A	N/A	N/A	42.64 %	2.29 %	N/A	32.36 %	42.81 %
Three Year Return	6.78 %	12.61 %	N/A	4.34 %	21.30 %	N/A	(2.59) %	5.02 %
Net Asset	288.28 M	24.99 M	N/A	154.24 M	109.48 M	56.67 M	405.15 M	625.25 M
Annual Yield	0.08 %	0 %	N/A	0.08 %	0.02 %	0.01 %	0.08 %	0.04 %
Minimum Initial Investment	N/A	N/A	N/A	N/A	250 K	N/A	N/A	5 M
Five Year Return	(0.96) %	N/A	N/A	1.18 %	8.72 %	N/A	2.06 %	2.40 %
Year To Date Return	4.47 %	2.84 %	N/A	0.41 %	12.47 %	N/A	3.05 %	0.58 %
One Year Return	14.91 %	15.32 %	N/A	2.37 %	60.34 %	N/A	1.26 %	6.04 %
Last Dividend Paid	0.15	N/A	N/A	0.09	0.03	N/A	0.26	0.06
Bond Positions Weight	N/A	N/A	N/A	31.59 %	N/A	N/A	2.49 %	53.01 %
Ten Year Return	8.13 %	N/A	N/A	N/A	N/A	N/A	N/A	2.91 %
Daily Balance Of Power	0.0	9.2 T	9.2 T	0.0	0	9.2 T	0	9.2 T
Day Typical Price	1.25	11.19	21.62	8.67	12.95	16.19	8.69	10.35
Period Momentum Indicator	N/A	0.03	0.07	N/A	(0.07)	0.05	(0.03)	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	0.99	1.0	1.0	1.0
Day Median Price	1.25	11.19	21.62	8.67	12.95	16.19	8.69	10.35
Price Action Indicator	N/A	0.015	0.035	N/A	(0.04)	0.025	(0.01)	0.005
Coefficient Of Variation	(605.24)	155.73	(2,715)	(1,985)	308.6	390.18	2482.51	747.08
Mean Deviation	4.25	0.0992	0.6792	0.1226	0.6177	0.835	0.4235	0.0805
Jensen Alpha	(2.06)	0.0731	(0.10)	(0.02)	0.2081	0.3397	0.0109	0.0025
Total Risk Alpha	(3.02)	0.0652	(0.19)	(0.04)	0.1809	0.2672	(0.03)	(0)
Sortino Ratio	N/A	0.0928	N/A	N/A	0.2989	0.3749	(0.06)	(0.44)
Downside Variance	N/A	0.0265	N/A	N/A	0.3536	0.7302	0.585	0.0166
Standard Deviation	12.56	0.1325	1.59	0.269	0.7644	1.52	0.6131	0.0992
Kurtosis	31.0	0.1849	47.81	31.13	(0.24)	26.8	4.36	(0.55)
Potential Upside	1.59	0.2752	1.04	0.2291	1.57	2.02	0.9423	0.1938
Treynor Ratio	4.45	2.25	(0.12)	2.48	0.4814	0.5614	0.2348	0.2668
Maximum Drawdown	80.31	0.56	12.98	2.16	3.28	11.71	4.23	0.3895
Variance	157.7	0.0175	2.52	0.0724	0.5843	2.32	0.3759	0.0098
Market Risk Adjusted Performance	4.46	2.26	(0.11)	2.49	0.4914	0.5714	0.2448	0.2768
Risk Adjusted Performance	(0.12)	0.4672	(0.02)	(0.06)	0.2609	0.2115	0.0293	0.0367
Skewness	(5.63)	(0.59)	(6.43)	(4.80)	0.3169	4.2	(0.88)	(0.28)
Semi Deviation	N/A	0.0	N/A	N/A	0.0782	0.3074	0.6621	0.0
Information Ratio	(0.17)	0.1141	(0.08)	(0.31)	0.2325	0.2104	(0.07)	(0.57)
Value At Risk	(1.58)	(0.18)	(1.11)	(0.34)	(0.84)	(1.33)	(0.93)	(0.19)
Expected Short fall	N/A	(0.16)	N/A	N/A	(0.86)	(1.01)	(0.41)	(0.11)
Downside Deviation	N/A	0.1629	N/A	N/A	0.5946	0.8545	0.7649	0.129
Semi Variance	N/A	(0.08)	N/A	N/A	0.0061	0.0945	0.4384	(0.01)

Eafe Choice Competition Performance Charts

Five steps to successful analysis of Eafe Choice Competition

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

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

In addition to having Eafe Choice 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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Small Blend Funds

Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies. The Small Blend Funds theme has 43 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 Small Blend Funds Theme or any other thematic opportunities.

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Other Information on Investing in Eafe Mutual Fund

Eafe Choice financial ratios help investors to determine whether Eafe 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 Eafe with respect to the benefits of owning Eafe Choice security.

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