Dean Small Competition
| DASCX Fund | USD 20.89 0.43 2.02% |
Dean Small vs Blackrock Inflation Correlation
Good diversification
The correlation between Dean Small Cap and BPRCX is -0.13 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dean Small Cap and BPRCX in the same portfolio, assuming nothing else is changed.
Moving together with Dean Mutual Fund
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dean Small'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.
Dean Small Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Dean Small 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 Dean 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 Dean Small Cap does not affect the price movement of the other competitor.
| 0.26 | 0.26 | 0.37 | 0.73 | QCILIX | ||
| 0.26 | 0.91 | 0.88 | -0.06 | LFTAX | ||
| 0.26 | 0.91 | 0.95 | 0.02 | AMFAX | ||
| 0.37 | 0.88 | 0.95 | 0.08 | GPMFX | ||
| 0.73 | -0.06 | 0.02 | 0.08 | BPRCX | ||
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Dean Mutual Fund performing well and Dean Small 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 Dean Small'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| QCILIX | 0.10 | (0.01) | (0.52) | (0.27) | 0.13 | 0.21 | 0.58 | |||
| LFTAX | 0.38 | 0.09 | 0.05 | 1.08 | 0.28 | 0.82 | 2.19 | |||
| AMFAX | 0.67 | 0.09 | 0.04 | 0.54 | 0.68 | 1.23 | 3.65 | |||
| GPMFX | 0.65 | 0.03 | 0.01 | 0.12 | 0.75 | 1.23 | 3.35 | |||
| BPRCX | 0.14 | (0.02) | 0.00 | (0.23) | 0.00 | 0.22 | 0.77 |
Dean Small Competitive Analysis
The better you understand Dean Small competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Dean Small'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 Dean Small'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 |
Dean Small Competition Performance Charts
Five steps to successful analysis of Dean Small Competition
Dean Small'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 Dean Small Cap in relation to its competition. Dean Small's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Dean Small 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 Dean Small's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Dean Small Cap, 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 Dean Mutual Fund
Dean Small financial ratios help investors to determine whether Dean 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 Dean with respect to the benefits of owning Dean Small security.
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