Cornerstone Total Competition

CRF Fund

USD 7.90 0.01 0.13%

Cornerstone Total Return competes with Pimco Corporate, PIMCO Access, Eaton Vance, John Hancock, and Allianzgi Equity; as well as few others. The fund is not filed under any group at the present time. Analyzing Cornerstone Total 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 Cornerstone Total to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Cornerstone Total Correlation with its peers.

Cornerstone Total vs Calamos Convertible Correlation

Very poor diversification

The correlation between Cornerstone Total Return and CHY 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 Cornerstone Total Return and CHY in the same portfolio, assuming nothing else is changed.

Moving together with Cornerstone Fund

0.87	NEA	Nuveen Amt Free	Pair Corr
0.84	ECLP	Eclipsys Corp	Pair Corr
0.76	NVG	Nuveen Amt Free	Pair Corr
0.74	NAD	Nuveen Dividend Advantage	Pair Corr

Moving against Cornerstone Fund

0.44

CYCL

Centennial Communications

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
7.35	7.91	8.47

Details

Intrinsic

Valuation

Low	Real	High
7.31	7.87	8.43

Details

Naive

Forecast

Low	Next	High
7.31	7.87	8.43

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
7.83	7.94	8.05

Details

Cornerstone Total Competition Correlation Matrix

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

	PCN	PAXS	EOI	HTD	NIE	NRK	CHI	AIO	NQWFX	CHY
PCN		0.5	0.91	0.15	0.84	0.46	0.84	0.83	0.62	0.77	PCN
PAXS	0.5		0.41	0.4	0.62	0.66	0.66	0.64	0.54	0.56	PAXS
EOI	0.91	0.41		-0.06	0.89	0.54	0.8	0.79	0.71	0.82	EOI
HTD	0.15	0.4	-0.06		-0.03	0.22	0.3	0.37	-0.33	-0.07	HTD
NIE	0.84	0.62	0.89	-0.03		0.62	0.84	0.83	0.86	0.95	NIE
NRK	0.46	0.66	0.54	0.22	0.62		0.44	0.49	0.61	0.47	NRK
CHI	0.84	0.66	0.8	0.3	0.84	0.44		0.92	0.56	0.83	CHI
AIO	0.83	0.64	0.79	0.37	0.83	0.49	0.92		0.5	0.77	AIO
NQWFX	0.62	0.54	0.71	-0.33	0.86	0.61	0.56	0.5		0.84	NQWFX
CHY	0.77	0.56	0.82	-0.07	0.95	0.47	0.83	0.77	0.84		CHY
	PCN	PAXS	EOI	HTD	NIE	NRK	CHI	AIO	NQWFX	CHY

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High positive correlations

CHY	+ 0.95	NIE
AIO	+ 0.92	CHI
EOI	+ 0.91	PCN
NIE	+ 0.89	EOI
NQWFX	+ 0.86	NIE
NIE	+ 0.84	PCN

High negative correlations

NQWFX	- 0.33	HTD
CHY	- 0.07	HTD
HTD	- 0.06	EOI
NIE	- 0.03	HTD

Risk-Adjusted Indicators

There is a big difference between Cornerstone Fund performing well and Cornerstone Total 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 Cornerstone Total'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
PCN	0.32	(0.02)	(0.14)	(0.01)	0.41	(0.35)	0.90	(0.66)	2.12
PAXS	0.47	0.04	(0.01)	0.24	0.47	(0.52)	1.03	(0.78)	2.34
EOI	0.60	0.01	(0.02)	0.08	0.73	(0.61)	1.03	(1.37)	3.77
HTD	0.65	(0.04)	0.00	(0.05)	0.00	0.00	1.24	(1.43)	3.58
NIE	0.52	0.04	0.02	0.13	0.55	(0.56)	1.11	(1.06)	2.52
NRK	0.28	0.02	(0.11)	0.21	0.22	(0.36)	0.61	(0.40)	2.10
CHI	0.82	0.03	0.02	0.11	1.02	(0.84)	1.82	(1.65)	4.33
AIO	0.94	0.01	0.01	0.07	1.14	(0.98)	2.12	(1.72)	5.54
NQWFX	0.16	0.03	(0.10)	0.21	0.00	(0.20)	0.40	(0.26)	1.03
CHY	0.65	0.05	0.04	0.14	0.67	(0.76)	1.65	(1.27)	3.98

Cornerstone Total Competitive Analysis

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

	CRF	PCN	PAXS	EOI	HTD	NIE	NRK	CHI	AIO	NQWFX
	0.13 7.90 Cornerstone	0.08 12.79 Pimco	0.13 15.94 PIMCO	0.19 20.92 Eaton	1.16 24.51 John	0.39 25.51 Allianzgi	0.29 10.15 Nuveen	0.09 11.39 Calamos	0.04 22.87 Virtus	0.1 20.08 Nuveen
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Mild	Weakest	Mild	Soft	Weakest	Mild	Fair	Soft	Weakest	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Tiny	Low	Low	Small	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Strong Sell	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Cautious Hold	Hold	Cautious Hold	Cautious Hold	Hold	Sell	Hold	Cautious Hold	Strong Sell
Net Asset	N/A	N/A	1.19 B	N/A	N/A	N/A	N/A	N/A	N/A	985.47 M
Price To Book	0.86	0.88	1.04	1.06	1.08	N/A	0.71	0.89	N/A	N/A
Five Year Return	13.93	7.92	N/A	12.52	10.13	8.24	-1.61	3.93	8.26	3.28
Retained Earnings	(9.51 M)	N/A	(189.84 M)	N/A	N/A	(232.29 M)	(2.78 M)	N/A	N/A	N/A
One Year Return	19.4	12.68	N/A	9.26	14.16	15.19	1.74	22.82	16.57	11.68
Beta	1.14	0.8	N/A	1.03	0.94	1.1	0.33	1.25	N/A	N/A
Cash Position Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	2.95
Equity Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	15.55
Shares Outstanding	62.23 M	41.68 M	45.57 M	39.41 M	35.41 M	27.71 M	87.24 M	71.75 M	34.34 M	N/A
Three Year Return	22.99	13.61	N/A	20.22	10.63	17.92	1.3	14.34	19.02	7.77
Annual Yield	0.17	0.0067	0.11	0.0068	0.0048	0.0225	0.0048	0.0063	0.0054	0.057
Total Debt	N/A	308.81 M	456.95 M	N/A	418.9 M	N/A	771.88 M	531.8 M	N/A	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	5.41
Number Of Shares Shorted	7.11 M	46.97 K	10.4 K	53.76 K	152.55 K	59.09 K	21.43 K	29.96 K	6.93 K	N/A
Total Asset	22.52 M	N/A	1.19 B	N/A	N/A	305.74 M	78.1 M	N/A	N/A	1.49 B
Last Dividend Paid	2.08	1.35	N/A	1.31	1.66	2.0	0.49	1.14	1.8	0.08
Short Ratio	6.49	0.36	0.61	0.47	1.98	0.56	0.08	0.15	0.05	N/A
Shares Owned By Institutions	16.49	10.84	23.66	19.4	14.04	24.95	27.36	45.12	13.63	N/A
Market Capitalization	737.29 M	647.22 M	726.37 M	695.92 M	907.19 M	707.69 M	997.1 M	526.25 M	693.98 M	N/A
Price To Earning	6.61	17.24	N/A	9.84	11.81	8.07	54.51	3.89	2.4	N/A
Price To Sales	70.39	8.92	8.12	62.93	14.49	N/A	13.23	-52.95	N/A	N/A
Earnings Per Share	1.24	0.73	2.01	1.7	-3.53	2.68	0.19	2.86	7.67	N/A
Year To Date Return	0.55	0.52	N/A	0.49	2.08	2.26	0.17	6.64	3.71	1.31
Ten Year Return	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	7.23
Day Typical Price	7.89	12.77	15.93	20.82	24.39	25.46	10.15	11.37	22.81	20.08
Accumulation Distribution	18372.11	1148.59	0.0013	1678.88	1865.99	647.35	1244.1	2367.53	3881.44	N/A
Market Facilitation Index	N/A	N/A	0.02	0.0	0.0	0.0	N/A	0.0	0.0	N/A
Daily Balance Of Power	(0.11)	0.2	1.0	0.0952	0.7568	(0.45)	(0.75)	(0.06)	(0.02)	9.2 T
Period Momentum Indicator	(0.01)	0.01	0.02	0.04	0.28	(0.10)	(0.03)	(0.01)	(0.01)	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.0	1.0	1.0	1.0	1.0
Day Median Price	7.89	12.77	15.93	20.77	24.33	25.44	10.15	11.36	22.78	20.08
Price Action Indicator	0.01	0.03	0.02	0.17	0.33	0.02	(0.01)	0.03	0.085	0.01
Relative Strength Index	51.95	55.57	60.85	58.75	58.36	56.11	57.58	60.21	53.86	68.28
Coefficient Of Variation	824.81	5603.41	885.73	1275.21	(12,754)	764.07	970.87	1172.56	1446.05	412.68
Mean Deviation	0.4243	0.3227	0.472	0.5982	0.6464	0.5231	0.2789	0.8201	0.9448	0.1598
Jensen Alpha	0.0291	(0.02)	0.0415	0.0082	(0.04)	0.0369	0.0195	0.033	0.0078	0.0289
Total Risk Alpha	0.008	(0.04)	0.0046	(0.02)	(0.09)	0.0183	(0)	(0.01)	(0.03)	0.0228
Sortino Ratio	(0.01)	(0.14)	(0.01)	(0.02)	N/A	0.0171	(0.11)	0.0154	0.0087	(0.10)
Downside Variance	0.3745	0.2209	0.3783	0.6578	N/A	0.4823	0.1163	1.22	1.54	0.0504
Standard Deviation	0.5448	0.4571	0.5917	0.7628	0.8341	0.6628	0.3724	1.08	1.24	0.2132
Kurtosis	0.1875	1.23	(0.05)	0.3606	0.6178	(0.23)	1.64	0.5456	0.4051	0.5266
Potential Upside	0.7895	0.8958	1.03	1.03	1.24	1.11	0.6061	1.82	2.12	0.4022
Treynor Ratio	0.1349	(0.01)	0.2405	0.0778	(0.05)	0.1251	0.2084	0.1087	0.0723	0.2117
Maximum Drawdown	2.58	2.12	2.34	3.77	3.58	2.52	2.1	4.33	5.54	1.03
Variance	0.2968	0.209	0.3502	0.5818	0.6957	0.4394	0.1387	1.16	1.54	0.0454
Market Risk Adjusted Performance	0.1449	0.004	0.2505	0.0878	(0.04)	0.1351	0.2184	0.1187	0.0823	0.2217
Risk Adjusted Performance	0.0857	0.007	0.0806	0.058	(0)	0.0951	0.066	0.0659	0.0549	0.1537
Skewness	(0.16)	0.3997	(0.15)	(0.31)	(0.28)	(0.22)	0.6271	(0.1)	0.1212	(0.11)
Semi Deviation	0.4679	0.4087	0.47	0.7298	N/A	0.5502	0.2186	1.02	1.14	0.0
Information Ratio	(0.02)	(0.15)	(0.01)	(0.02)	(0.1)	0.0179	(0.1)	0.0158	0.0087	(0.11)
Value At Risk	(0.90)	(0.66)	(0.78)	(1.37)	(1.43)	(1.06)	(0.40)	(1.65)	(1.72)	(0.26)
Expected Short fall	(0.47)	(0.35)	(0.52)	(0.61)	N/A	(0.56)	(0.36)	(0.84)	(0.98)	(0.20)
Downside Deviation	0.612	0.47	0.6151	0.8111	N/A	0.6945	0.341	1.11	1.24	0.2245
Semi Variance	0.2189	0.167	0.2209	0.5326	N/A	0.3027	0.0478	1.05	1.3	(0.03)

Cornerstone Total Competition Performance Charts

Five steps to successful analysis of Cornerstone Total Competition

Cornerstone Total'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 Cornerstone Total Return in relation to its competition. Cornerstone Total's competition analysis typically involves several steps, including:

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

In addition to having Cornerstone Total 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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Broad Sovereign ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 11 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 Broad Sovereign ETFs Theme or any other thematic opportunities.

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Other Information on Investing in Cornerstone Fund

Cornerstone Total financial ratios help investors to determine whether Cornerstone 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 Cornerstone with respect to the benefits of owning Cornerstone Total security.

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Cornerstone Total Competition

Cornerstone Total vs Calamos Convertible Correlation

Very poor diversification

Moving together with Cornerstone Fund

Moving against Cornerstone Fund

Specify up to 10 symbols:

Cornerstone Total Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Cornerstone Total Competitive Analysis

Cornerstone Total Competition Performance Charts

Five steps to successful analysis of Cornerstone Total Competition

Complement your Cornerstone Total position

Did You Try This Idea?

Run Broad Sovereign ETFs Thematic Idea Now

Broad Sovereign ETFs

Other Information on Investing in Cornerstone Fund

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