Amundi Climate Competition

Mutual Funds . USA . 
Fund . Amundi Climate Transition
CTBAX Fund   9.71  0.01  0.10%   
Amundi Climate Transition competes with Pioneer Fundamental, Pioneer Global, Pioneer Disciplined, Pioneer Disciplined, and Pioneer Disciplined; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of Amundi US family. Analyzing Amundi Climate 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 Amundi Climate to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Amundi Climate 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 Amundi Climate competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.419.7110.01
Details
Intrinsic
Valuation
LowRealHigh
9.469.7610.06
Details
Naive
Forecast
LowNextHigh
9.399.699.99
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.709.719.72
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Amundi Climate. Your research has to be compared to or analyzed against Amundi Climate's peers to derive any actionable benefits. When done correctly, Amundi Climate's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Amundi Climate Transition.

Amundi Climate Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Amundi Climate 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 Amundi 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 Amundi Climate Transition does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CVFCX
+ 1.0
CVCFX
CVFYX
+ 1.0
CVCFX
CVRFX
+ 1.0
CVCFX
CVFYX
+ 1.0
CVFCX
CVRFX
+ 1.0
CVFCX
CVRFX
+ 1.0
CVFYX
  
High negative correlations   
HICMX
- 0.11
CVKFX
HICMX
- 0.08
CVRFX
HICMX
- 0.08
CVFYX
HICMX
- 0.08
CVFCX
HICMX
- 0.08
CVCFX
HICMX
- 0.05
PGOFX

Risk-Adjusted Indicators

There is a big difference between Amundi Mutual Fund performing well and Amundi Climate 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 Amundi Climate'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
PFGRX  0.59 (0.05)(0.08) 0.06  0.74 
(0.61)
 1.17 
(1.46)
 3.88 
GCSLX  0.59 (0.09)(0.16)(0.01) 0.73 
(0.67)
 1.20 
(1.27)
 3.38 
CVCFX  0.54  0.01 (0.03) 0.13  0.33 
(0.64)
 1.02 
(0.80)
 3.62 
CVFCX  0.53  0.01 (0.03) 0.14  0.33 
(0.63)
 1.01 
(0.78)
 3.66 
CVFYX  0.54  0.01 (0.02) 0.14  0.34 
(0.66)
 1.02 
(0.84)
 3.67 
CVKFX  0.52  0.10 (0.06)(2.16) 0.34 
(0.66)
 1.04 
(0.77)
 3.67 
CVRFX  0.54  0.01 (0.03) 0.13  0.34 
(0.67)
 0.99 
(0.80)
 3.69 
STABX  0.09 (0.01)(0.80)(0.17) 0.05 
(0.16)
 0.23 
(0.11)
 0.79 
PGOFX  0.79  0.10  0.10  0.22  0.80 
(0.84)
 1.93 
(1.61)
 4.27 
HICMX  0.15 (0.01)(0.34)(0.06) 0.19 
(0.25)
 0.32 
(0.32)
 1.44 
All Fundamental Data

Amundi Climate Competitive Analysis

The better you understand Amundi Climate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Amundi Climate'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 Amundi Climate'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
CTBAX PFGRX GCSLX CVCFX CVFCX CVFYX CVKFX CVRFX STABX PGOFX
 0.10 
 9.71 
Amundi
 0.48 
 35.45 
Pioneer
 0.26 
 19.44 
Pioneer
 0.90 
 15.74 
Pioneer
 0.94 
 16.18 
Pioneer
 0.92 
 16.41 
Pioneer
 0.97 
 16.26 
Pioneer
 1.00 
 15.17 
Pioneer
 0.11 
 8.84 
Pioneer
 1.38 
 55.23 
Pioneer
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)
Very Weak
Modest
Very Weak
Good
Good
Good
OK
Good
Insignificant
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
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
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
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Sell
Strong Hold
Sell
Strong Buy
Net Asset
N/A
5.98 B
425.77 M
422.49 M
422.49 M
422.49 M
412.28 M
422.49 M
396.4 M
1.59 B
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
5 M
N/A
N/A
N/A
N/A
Price To Book
N/A
4.02
2.31
1.78
2.35
2.21
N/A
2.21
N/A
2.35
Five Year Return
N/A
14.95
11.54
8.4
9.34
9.59
N/A
8.92
2.17
9.27
One Year Return
N/A
24.51
18.03
21.39
22.27
22.68
N/A
21.84
7.38
36.04
Last Dividend Paid
N/A
N/A
N/A
0.02
0.2
0.23
N/A
0.15
0.02
N/A
Price To Earning
N/A
20.38
16.07
15.34
17.42
16.45
N/A
16.45
N/A
21.26
Price To Sales
N/A
2.62
1.44
1.41
2.03
1.81
N/A
1.81
N/A
1.73
Cash Position Weight
N/A
3.52
6.61
1.4
1.4
0.64
N/A
1.4
10.46
0.56
Equity Positions Weight
N/A
96.48
93.39
98.6
98.6
99.35
N/A
98.6
N/A
99.43
Three Year Return
N/A
7.33
5.47
3.85
5.26
5.01
N/A
4.83
2.61
-1.41
Annual Yield
N/A
N/A
0.0054
0.0068
0.0121
0.014
0.014
0.0098
9.0E-4
N/A
Year To Date Return
N/A
18.56
12.09
14.23
15.55
15.31
N/A
15.13
5.18
23.53
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.79
N/A
Ten Year Return
N/A
14.03
6.78
7.79
8.66
9.0
N/A
8.44
1.4
12.98
Day Typical Price
9.71
35.45
19.44
15.74
16.18
16.41
16.26
15.17
8.84
55.23
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
9.2 T
Period Momentum Indicator
(0.01)
0.17
0.05
0.14
0.15
0.15
(0.16)
0.15
(0.01)
0.75
Rate Of Daily Change
1.0
1.0
1.0
1.01
1.01
1.01
0.99
1.01
1.0
1.01
Day Median Price
9.71
35.45
19.44
15.74
16.18
16.41
16.26
15.17
8.84
55.23
Price Action Indicator
(0.01)
0.085
0.025
0.07
0.075
0.075
(0.08)
0.075
(0.01)
0.38
Relative Strength Index
23.33
17.82
23.09
10.18
11.42
11.67
10.55
11.42
9.29
60.96
Coefficient Of Variation
(937.20)
1270.54
17237.03
601.38
582.27
580.89
658.04
590.7
1866.34
430.07
Mean Deviation
0.2257
0.5884
0.586
0.5357
0.5339
0.5434
0.5246
0.5376
0.0853
0.7871
Jensen Alpha
(0.05)
(0.05)
(0.09)
0.008
0.0116
0.0119
0.0976
0.0098
(0.01)
0.1042
Total Risk Alpha
(0.09)
(0.07)
(0.13)
(0)
(0.0003)
1.0E-4
(0.01)
(0)
(0.02)
0.0669
Sortino Ratio
N/A
(0.08)
(0.16)
(0.03)
(0.03)
(0.02)
(0.06)
(0.03)
(0.80)
0.0982
Downside Variance
N/A
0.7214
0.5877
0.2904
0.275
0.2882
0.2628
0.2885
0.024
1.2
Standard Deviation
0.2996
0.8052
0.7614
0.6804
0.6817
0.688
0.674
0.6812
0.1298
1.03
Kurtosis
0.7408
1.06
0.5491
2.52
2.77
2.35
3.24
2.68
3.73
0.0207
Potential Upside
0.4053
1.17
1.2
1.02
1.01
1.02
1.04
0.9943
0.2265
1.93
Treynor Ratio
(1.38)
0.0644
(0.01)
0.131
0.1355
0.1357
(2.16)
0.1332
(0.17)
0.2221
Maximum Drawdown
1.44
3.88
3.38
3.62
3.66
3.67
3.67
3.69
0.7909
4.27
Variance
0.0898
0.6484
0.5797
0.4629
0.4647
0.4734
0.4542
0.464
0.0168
1.05
Market Risk Adjusted Performance
(1.37)
0.0744
0.0022
0.141
0.1455
0.1457
(2.15)
0.1432
(0.16)
0.2321
Risk Adjusted Performance
(0.1)
0.0608
0.0044
0.1263
0.1305
0.1309
0.1152
0.1286
(0.01)
0.1808
Skewness
(0.21)
(0.43)
(0.20)
0.9809
1.03
0.9345
1.14
1.0
0.461
(0.30)
Semi Deviation
N/A
0.7418
0.7309
0.3347
0.3307
0.3448
0.3396
0.338
0.0457
0.8
Information Ratio
(0.54)
(0.08)
(0.17)
(0.03)
(0.02)
(0.02)
(0.04)
(0.02)
(0.95)
0.1049
Value At Risk
(0.61)
(1.46)
(1.27)
(0.80)
(0.78)
(0.84)
(0.77)
(0.80)
(0.11)
(1.61)
Expected Short fall
N/A
(0.61)
(0.67)
(0.64)
(0.63)
(0.66)
(0.66)
(0.67)
(0.16)
(0.84)
Downside Deviation
N/A
0.8493
0.7666
0.5389
0.5244
0.5368
0.5127
0.5371
0.1549
1.1
Semi Variance
N/A
0.5502
0.5342
0.112
0.1094
0.1189
0.1153
0.1142
0.0021
0.64

Amundi Climate Competition Performance Charts

Five steps to successful analysis of Amundi Climate Competition

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

In addition to having Amundi Climate 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 Banks Thematic Idea Now

Banks
Banks Theme
Large and small money and credit banks and credit services. The Banks 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 Banks Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Amundi Mutual Fund

Amundi Climate financial ratios help investors to determine whether Amundi 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 Amundi with respect to the benefits of owning Amundi Climate security.
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
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
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY