Coho Relative Competition
| CESGXDelisted Fund | USD 1.21 0.00 0.00% |
Coho Relative vs Ultra-short Fixed Correlation
Pay attention - limited upside
The correlation between Coho Relative Value and SWSFX is -0.83 (i.e., Pay attention - limited upside) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Coho Relative Value and SWSFX in the same portfolio, assuming nothing else is changed.
Moving against Coho Mutual Fund
Coho Relative Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Coho 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 Coho 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 Coho Relative Value does not affect the price movement of the other competitor.
| 0.9 | 0.96 | 0.71 | 0.85 | 0.87 | 0.78 | MDMTX | ||
| 0.9 | 0.98 | 0.86 | 0.97 | 0.95 | 0.93 | APDOX | ||
| 0.96 | 0.98 | 0.8 | 0.95 | 0.93 | 0.88 | BBINX | ||
| 0.71 | 0.86 | 0.8 | 0.85 | 0.87 | 0.84 | MBSAX | ||
| 0.85 | 0.97 | 0.95 | 0.85 | 0.95 | 0.93 | BXDCX | ||
| 0.87 | 0.95 | 0.93 | 0.87 | 0.95 | 0.88 | PACEX | ||
| 0.78 | 0.93 | 0.88 | 0.84 | 0.93 | 0.88 | SWSFX | ||
Risk-Adjusted Indicators
There is a big difference between Coho Mutual Fund performing well and Coho 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 Coho 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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| MDMTX | 0.08 | 0.02 | (0.40) | (2.30) | 0.00 | 0.19 | 0.87 | |||
| APDOX | 0.11 | 0.07 | (0.22) | (5.77) | 0.00 | 0.28 | 0.63 | |||
| BBINX | 0.07 | 0.03 | 0.00 | (6.58) | 0.00 | 0.19 | 0.48 | |||
| MBSAX | 0.20 | 0.05 | (0.24) | 2.76 | 0.00 | 0.42 | 2.25 | |||
| BXDCX | 0.06 | 0.01 | (0.89) | (0.81) | 0.00 | 0.11 | 0.43 | |||
| PACEX | 0.08 | 0.02 | (0.58) | (3.38) | 0.00 | 0.21 | 0.75 | |||
| SWSFX | 0.04 | 0.01 | 0.00 | 0.92 | 0.00 | 0.10 | 0.49 |
Coho Relative Competitive Analysis
The better you understand Coho Relative competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Coho 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 Coho 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 |
Coho Relative Competition Performance Charts
Five steps to successful analysis of Coho Relative Competition
Coho 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 Coho Relative Value in relation to its competition. Coho Relative's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Coho 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 Coho Relative's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Coho 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.
Complement your Coho Relative position
In addition to having Coho 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 Adviser Favorites Thematic Idea Now
Adviser Favorites
Financial advisors frequently recommend that individuals diversify their investment portfolios with a mix of different types of stocks. These can include blue-chip stocks, growth stocks, and dividend stocks. The Adviser Favorites 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 Adviser Favorites Theme or any other thematic opportunities.
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Other Consideration for investing in Coho Mutual Fund
If you are still planning to invest in Coho Relative Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Coho Relative's history and understand the potential risks before investing.
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