Capital Management Competition
| CMEIX Fund | USD 12.74 0.25 2.00% |
Capital Management vs Lsv Small Correlation
Very poor diversification
The correlation between Capital Management Mid Cap and LVAQX is 0.89 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Capital Management Mid Cap and LVAQX in the same portfolio, assuming nothing else is changed.
Moving together with Capital Mutual Fund
Capital Management Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Capital Management 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 Capital 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 Capital Management Mid does not affect the price movement of the other competitor.
| 0.84 | 0.92 | 0.97 | 0.9 | FISVX | ||
| 0.84 | 0.92 | 0.87 | 0.92 | IAAEX | ||
| 0.92 | 0.92 | 0.96 | 0.99 | BOSVX | ||
| 0.97 | 0.87 | 0.96 | 0.94 | DRSVX | ||
| 0.9 | 0.92 | 0.99 | 0.94 | LVAQX | ||
Risk-Adjusted Indicators
There is a big difference between Capital Mutual Fund performing well and Capital Management 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 Capital Management'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| FISVX | 0.81 | 0.09 | 0.06 | 0.42 | 0.81 | 1.90 | 4.63 | |||
| IAAEX | 0.95 | 0.32 | 0.39 | 0.70 | 0.29 | 1.85 | 19.44 | |||
| BOSVX | 1.00 | 0.29 | 0.30 | 0.34 | 0.53 | 2.82 | 9.89 | |||
| DRSVX | 0.73 | 0.10 | 0.11 | 0.14 | 0.70 | 1.83 | 4.30 | |||
| LVAQX | 0.83 | 0.17 | 0.20 | 0.24 | 0.52 | 2.49 | 7.90 |
Capital Management Competitive Analysis
The better you understand Capital Management competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Capital Management'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 Capital Management'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 |
Capital Management Competition Performance Charts
Five steps to successful analysis of Capital Management Competition
Capital Management'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 Capital Management Mid in relation to its competition. Capital Management's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Capital Management 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 Capital Management's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Capital Management Mid, 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.
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Other Information on Investing in Capital Mutual Fund
Capital Management financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Management security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
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