Advisors Inner Competition

CIPTX Fund

12.37 0.04 0.32%

Advisors Inner Circle competes with Kinetics Small, Vanguard Growth, Victory Rs, Growth Opportunities, and Qs Growth; as well as few others. The fund is listed under Mid-Cap Blend category and is part of Champlain Funds family. Analyzing Advisors Inner 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 Advisors Inner to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Advisors Inner 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 Advisors Inner competition on your existing holdings.

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 Advisors Inner'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
11.25	12.33	13.41

Details

Intrinsic

Valuation

Low	Real	High
11.10	12.18	13.26

Details

Advisors Inner Competition Correlation Matrix

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

	KSCYX	VGIAX	GPSCX	TGVVX	LANIX	TVOYX	TFAGX	MSSGX
KSCYX		0.92	0.94	0.93	0.87	0.93	0.9	0.97	KSCYX
VGIAX	0.92		0.88	0.99	0.98	0.93	0.99	0.89	VGIAX
GPSCX	0.94	0.88		0.9	0.87	0.97	0.87	0.94	GPSCX
TGVVX	0.93	0.99	0.9		0.98	0.93	0.99	0.9	TGVVX
LANIX	0.87	0.98	0.87	0.98		0.93	0.98	0.85	LANIX
TVOYX	0.93	0.93	0.97	0.93	0.93		0.92	0.93	TVOYX
TFAGX	0.9	0.99	0.87	0.99	0.98	0.92		0.87	TFAGX
MSSGX	0.97	0.89	0.94	0.9	0.85	0.93	0.87		MSSGX
	KSCYX	VGIAX	GPSCX	TGVVX	LANIX	TVOYX	TFAGX	MSSGX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Advisors Mutual Fund performing well and Advisors Inner 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 Advisors Inner'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
KSCYX	1.28	0.54	0.30	0.63	1.15	(1.49)	3.29	(2.03)	13.94
VGIAX	0.57	0.00	(0.02)	0.12	0.69	(0.62)	1.25	(1.44)	4.06
GPSCX	1.08	0.06	0.07	0.16	1.10	(1.21)	2.33	(1.84)	5.55
TGVVX	0.72	0.00	0.00	0.12	1.04	(0.67)	1.47	(1.84)	4.86
LANIX	0.50	(0.02)	(0.07)	0.09	0.55	(0.55)	0.99	(0.87)	3.06
TVOYX	0.79	(0.01)	0.03	0.11	0.67	(0.96)	1.70	(1.42)	6.73
TFAGX	0.60	(0.02)	(0.03)	0.09	0.82	(0.64)	1.32	(1.38)	4.35
MSSGX	1.47	0.38	0.28	0.36	1.17	(1.77)	3.46	(2.26)	7.23

Unable to evaluate fundamental data of [KSCYX, VGIAX, GPSCX, TGVVX, LANIX, TVOYX, TFAGX, MSSGX] at this time. Please try again later

All Fundamental Data

Advisors Inner Competitive Analysis

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

	CIPTX	KSCYX	VGIAX	GPSCX	TGVVX	LANIX	TVOYX	TFAGX	MSSGX
	0.32 12.37 Advisors	1.52 227.98 Kinetics	0.54 115.74 VANGUARD	0.28 10.75 VICTORY	0.69 58.56 GROWTH	0.21 18.76 LANIX	0.19 41.77 Touchstone	0.71 11.33 Tfa	1.42 16.42 Small
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Very Strong	Good	Solid	Good	Good	Good	Good	Strong
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Buy	Strong Hold	Buy	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Buy
Net Asset	2.58 M	300.6 M	11.42 B	38.13 M	140.19 M	758.86 M	126.34 M	38.55 M	446.7 M
Minimum Initial Investment	N/A	1000 K	50 K	N/A	N/A	1000 K	N/A	250	N/A
Price To Book	N/A	1.86	2.51	3.36	4.77	2.0	1.78	N/A	3.16
Five Year Return	N/A	31.97	15.8	3.38	18.01	10.03	11.04	N/A	15.22
One Year Return	N/A	100.0	33.36	43.96	39.53	26.34	31.98	N/A	65.18
Last Dividend Paid	N/A	0.35	N/A	N/A	N/A	N/A	0.09	N/A	N/A
Price To Earning	N/A	20.38	17.81	24.8	22.19	16.55	19.56	N/A	47.34
Price To Sales	N/A	0.71	1.5	1.8	2.66	1.19	1.16	N/A	2.12
Cash Position Weight	N/A	6.32	0.17	3.25	2.2	13.82	1.1	N/A	1.75
Equity Positions Weight	N/A	89.48	99.82	96.75	97.81	76.2	98.9	N/A	94.27
Three Year Return	N/A	32.79	10.31	-5.73	10.97	6.95	6.02	N/A	-9.82
Annual Yield	N/A	0.0082	0.0094	N/A	1.0E-4	0.0116	0.0053	0.002	N/A
Year To Date Return	N/A	100.0	27.91	29.06	31.26	19.97	19.9	N/A	31.85
Bond Positions Weight	N/A	N/A	0.01	N/A	N/A	8.05	N/A	N/A	N/A
Ten Year Return	N/A	10.69	13.04	15.1	14.67	7.79	6.35	N/A	14.56
Day Typical Price	12.37	227.98	115.74	10.75	58.56	18.76	41.77	11.33	16.42
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.04	(3.53)	0.62	0.03	0.4	(0.04)	0.08	0.08	0.23
Rate Of Daily Change	1.0	0.98	1.01	1.0	1.01	1.0	1.0	1.01	1.01
Day Median Price	12.37	227.98	115.74	10.75	58.56	18.76	41.77	11.33	16.42
Price Action Indicator	0.02	(1.77)	0.31	0.015	0.2	(0.02)	0.04	0.04	0.12
Relative Strength Index	68.54	95.92	73.73	84.86	75.48	72.94	75.72	75.21	82.3
Coefficient Of Variation	1153.59	287.72	738.83	619.55	813.51	882.9	733.09	917.88	321.04
Mean Deviation	0.8419	1.28	0.5712	1.08	0.7194	0.5044	0.7896	0.5993	1.47
Jensen Alpha	(0.04)	0.5449	3.0E-4	0.0616	0.0049	(0.02)	(0.01)	(0.02)	0.3825
Total Risk Alpha	(0.08)	0.3736	(0.02)	0.005	(0.04)	(0.04)	(0.03)	(0.05)	0.2878
Sortino Ratio	(0.03)	0.2988	(0.02)	0.0734	0.0021	(0.07)	0.0325	(0.03)	0.2802
Downside Variance	1.29	3.41	0.7151	1.76	1.61	0.5258	0.7682	1.02	2.59
Standard Deviation	1.11	1.95	0.8075	1.38	1.04	0.6779	1.13	0.8617	1.85
Kurtosis	0.3444	5.96	2.07	0.4234	1.72	1.13	7.74	3.08	(0.13)
Potential Upside	1.79	3.29	1.25	2.33	1.47	0.9867	1.7	1.32	3.46
Treynor Ratio	0.0775	0.6308	0.1157	0.1624	0.1203	0.0918	0.111	0.0928	0.3552
Maximum Drawdown	5.73	13.94	4.06	5.55	4.86	3.06	6.73	4.35	7.23
Variance	1.22	3.79	0.652	1.9	1.08	0.4595	1.27	0.7426	3.43
Market Risk Adjusted Performance	0.0875	0.6408	0.1257	0.1724	0.1303	0.1018	0.121	0.1028	0.3652
Risk Adjusted Performance	0.0695	0.2724	0.1042	0.1281	0.0968	0.0855	0.1077	0.0846	0.2445
Skewness	0.0249	0.9595	(0.30)	(0.06)	(0.45)	(0.19)	1.72	(0.76)	0.1081
Semi Deviation	1.01	1.15	0.6883	1.1	1.04	0.545	0.6671	0.818	1.17
Information Ratio	(0.03)	0.2832	(0.02)	0.0705	0.0025	(0.07)	0.0253	(0.04)	0.2437
Value At Risk	(1.54)	(2.03)	(1.44)	(1.84)	(1.84)	(0.87)	(1.42)	(1.38)	(2.26)
Expected Short fall	(0.89)	(1.49)	(0.62)	(1.21)	(0.67)	(0.55)	(0.96)	(0.64)	(1.77)
Downside Deviation	1.14	1.85	0.8456	1.33	1.27	0.7251	0.8765	1.01	1.61
Semi Variance	1.03	1.32	0.4738	1.21	1.08	0.297	0.4451	0.6691	1.37

Advisors Inner Competition Performance Charts

Five steps to successful analysis of Advisors Inner Competition

Advisors Inner'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 Advisors Inner Circle in relation to its competition. Advisors Inner's competition analysis typically involves several steps, including:

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

In addition to having Advisors Inner 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 Software Thematic Idea Now

Software

Companies that develop and distribute software and software systems to individuals or business. The Software theme has 42 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 Software Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Advisors Mutual Fund

Advisors Inner financial ratios help investors to determine whether Advisors 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 Advisors with respect to the benefits of owning Advisors Inner security.

	Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules
	Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets
	Global Correlations Find global opportunities by holding instruments from different markets
	Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC