Ab Relative Competition

Mutual Funds . USA . 
Fund . Ab Relative Value
CABDX Fund  USD 7.16  0.07  0.97%   
Ab Relative Value competes with Federated Mdt, Nationwide Ziegler, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Large Value category and is part of AllianceBernstein family. Analyzing Ab Relative 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 Ab Relative to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ab Relative 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 Ab Relative competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Ab Relative'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
LowEstimatedHigh
6.497.167.83
Details
Intrinsic
Valuation
LowRealHigh
6.397.067.73
Details
Naive
Forecast
LowNextHigh
6.457.127.79
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.927.117.30
Details

Ab Relative Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ab Relative 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 CABDX 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 Ab Relative Value does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.78
NWJFX
NWJFX
+ 0.72
FSTRX
MSTSX
+ 0.72
FSTRX
LBHIX
+ 0.7
FSTRX
LBHIX
+ 0.69
MSTSX
LBHIX
+ 0.56
ABHYX
  
High negative correlations   
444859BR2
- 0.77
FSTRX
VIASP
- 0.75
SCAXF
MSTSX
- 0.63
444859BR2
LBHIX
- 0.58
444859BR2
444859BR2
- 0.55
NWJFX
MSTSX
- 0.51
BRRAY

Risk-Adjusted Indicators

There is a big difference between CABDX Mutual Fund performing well and Ab Relative 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 Ab Relative'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
FSTRX  0.52  0.06  0.07  0.17  0.32 
(0.62)
 1.17 
(0.86)
 3.58 
NWJFX  0.79  0.01 (0.08) 0.01  1.15 
(0.78)
 1.62 
(1.93)
 5.14 
444859BR2  1.31 (0.03) 0.00  0.36  0.00 
 0.00 
 5.93 
(4.50)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.11) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49  0.04 (0.11)(0.30) 0.52 
(0.59)
 1.21 
(1.02)
 2.80 
ABHYX  0.16  0.00 (0.20) 0.08  0.26 
(0.24)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.01 (0.32) 0.44  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.11  0.01 (3.65) 1.04 
(0.83)
 2.28 
(1.15)
 7.18 
All Fundamental Data

Ab Relative Competitive Analysis

The better you understand Ab Relative competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ab Relative'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 Ab Relative'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
CABDX FSTRX NWJFX 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX SCAXF
 0.97 
 7.16 
CABDX
 0.95 
 37.27 
Federated
 1.34 
 134.45 
Nationwide
 0.37 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
 23.47 
 0.01 
Sparta
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Insignificant
Solid
Weak
Very Weak
Very Weak
Very Weak
Insignificant
Insignificant
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Over Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Fairly Valued
Over 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
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
Net Asset
1.83 B
1.08 B
621.32 M
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
3.06 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
Price To Book
2.06
1.25
3.38
N/A
N/A
0.99
N/A
N/A
1.58
34.42
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
Five Year Return
10.83
13.6
14.93
N/A
N/A
3.98
8.13
1.68
3.31
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
25.56
37.31
29.08
N/A
N/A
N/A
18.78
12.1
11.68
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
Cash Position Weight
7.62
1.88
0.06
N/A
N/A
N/A
14.28
0.1
6.56
N/A
Equity Positions Weight
92.38
98.12
99.94
N/A
N/A
N/A
61.63
N/A
0.07
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
8
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
Three Year Return
8.63
11.52
7.8
N/A
N/A
N/A
5.8
-0.71
2.59
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
Annual Yield
0.0114
0.0089
0.0053
N/A
N/A
0.0543
0.021
0.0041
0.0617
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
22.72
2.0
92.23
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
50 K
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
1.31 B
513.2 M
801.24 M
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
3.06 M
Last Dividend Paid
0.07
0.08
0.22
N/A
N/A
4.6
N/A
0.03
0.02
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
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
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
Price To Earning
14.14
2.75
20.79
N/A
-0.22
9.18
N/A
N/A
35.48
19.55
Price To Sales
1.29
0.67
2.56
N/A
N/A
0.0285
N/A
N/A
1.23
0.63
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
Year To Date Return
17.7
26.41
19.0
N/A
N/A
N/A
11.76
5.77
6.69
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
Ten Year Return
10.84
10.11
16.02
N/A
N/A
N/A
N/A
4.84
6.0
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
Day Typical Price
7.16
37.27
134.45
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
(0.07)
0.35
(1.83)
(0.30)
N/A
N/A
0.05
0.01
0.01
(0)
Rate Of Daily Change
0.99
1.01
0.99
1.0
1.0
1.0
1.0
1.0
1.0
0.77
Day Median Price
7.16
37.27
134.45
80.35
0.006
4.23
11.73
8.96
4.25
0.015
Price Action Indicator
(0.04)
0.18
(0.92)
(0.15)
N/A
N/A
0.025
0.005
0.005
(0)
Coefficient Of Variation
974.73
456.83
12017.76
(7,322)
N/A
25169.77
1576.86
2042.34
583.8
(812.40)
Mean Deviation
0.4811
0.52
0.791
1.31
N/A
1.27
0.4856
0.1632
0.1099
0.7004
Jensen Alpha
0.0594
0.0577
0.0147
(0.03)
N/A
(0.11)
0.0402
(0.0008)
0.0147
(0.40)
Total Risk Alpha
(0.03)
0.0505
(0.14)
(0.38)
N/A
(0.54)
(0.05)
(0.03)
(0)
(0.74)
Sortino Ratio
(0.08)
0.0702
(0.08)
N/A
N/A
N/A
(0.11)
(0.20)
(0.32)
N/A
Downside Variance
0.313
0.3279
1.46
N/A
N/A
N/A
0.3987
0.2328
0.0625
N/A
Standard Deviation
0.6527
0.6838
1.06
2.57
N/A
4.2
0.6318
0.2858
0.1689
2.89
Kurtosis
4.07
1.68
1.06
5.85
N/A
11.15
0.1097
8.76
3.69
66.0
Potential Upside
1.01
1.17
1.62
5.93
N/A
N/A
1.21
0.3382
0.2381
N/A
Treynor Ratio
(2.36)
0.1695
0.0075
0.3578
N/A
0.0057
(0.30)
0.0825
0.4414
(1.01)
Maximum Drawdown
3.53
3.58
5.14
16.62
N/A
34.02
2.8
1.91
0.9552
23.47
Variance
0.426
0.4676
1.12
6.6
N/A
17.65
0.3991
0.0817
0.0285
8.35
Market Risk Adjusted Performance
(2.35)
0.1795
0.0175
0.3678
N/A
0.0157
(0.29)
0.0925
0.4514
(1.00)
Risk Adjusted Performance
0.0766
0.1658
0.0091
(0)
N/A
0.0112
0.0463
0.0207
0.0955
(0.09)
Skewness
0.9753
0.6001
(0.53)
1.05
N/A
0.4951
0.1403
(1.73)
1.16
(8.12)
Semi Deviation
0.4466
0.3169
1.15
N/A
N/A
N/A
0.5186
0.2553
0.0
N/A
Information Ratio
(0.07)
0.0588
(0.1)
(0.06)
N/A
(0.02)
(0.11)
(0.33)
(0.48)
(0.16)
Value At Risk
(0.84)
(0.86)
(1.93)
(4.50)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
N/A
Expected Short fall
(0.60)
(0.62)
(0.78)
N/A
N/A
N/A
(0.59)
(0.24)
(0.29)
N/A
Downside Deviation
0.5595
0.5726
1.21
N/A
N/A
N/A
0.6314
0.4825
0.25
N/A
Semi Variance
0.1994
0.1005
1.31
N/A
N/A
N/A
0.2689
0.0652
(0.02)
N/A

Ab Relative Competition Performance Charts

Five steps to successful analysis of Ab Relative Competition

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

In addition to having Ab Relative 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.

Did You Try This Idea?

Run Airlines Thematic Idea Now

Airlines
Airlines Theme
Domestic and international airlines and airline services. The Airlines theme has 37 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 Airlines Theme or any other thematic opportunities.
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Other Information on Investing in CABDX Mutual Fund

Ab Relative financial ratios help investors to determine whether CABDX 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 CABDX with respect to the benefits of owning Ab Relative security.
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
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