The Disciplined Competition
| DGIFX Fund | USD 24.51 0.24 0.97% |
The Disciplined vs Lsv Small Correlation
Almost no diversification
The correlation between The Disciplined Growth and LVAQX is 0.91 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding The Disciplined Growth and LVAQX in the same portfolio, assuming nothing else is changed.
Moving together with The Mutual Fund
| 0.88 | IFAFX | Income Fund | PairCorr |
| 0.9 | AMECX | Income Fund | PairCorr |
| 0.91 | IFACX | Income Fund | PairCorr |
| 0.91 | FFIFX | American Funds | PairCorr |
Moving against The Mutual Fund
The Disciplined Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between The Disciplined 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 The 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 The Disciplined Growth does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between The Mutual Fund performing well and The Disciplined 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 The Disciplined'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ALZFX | 1.05 | (0.02) | (0.02) | 0.02 | 1.53 | 2.24 | 8.01 | |||
| GCVIX | 0.65 | 0.19 | 0.29 | 0.22 | 0.21 | 1.40 | 8.93 | |||
| WPVLX | 0.80 | 0.13 | 0.19 | 0.16 | 0.49 | 1.45 | 13.52 | |||
| HRAAX | 0.57 | 0.19 | 0.21 | 1.86 | 0.30 | 0.97 | 10.68 | |||
| MFCAX | 1.15 | 0.26 | 0.21 | 0.70 | 0.92 | 1.88 | 17.84 | |||
| IFN | 0.72 | (0.10) | 0.00 | (0.22) | 0.00 | 1.55 | 5.44 | |||
| PMBIX | 0.15 | 0.00 | (0.18) | 0.09 | 0.12 | 0.35 | 0.71 | |||
| DHTYX | 0.75 | 0.20 | 0.22 | 0.31 | 0.51 | 1.92 | 9.88 | |||
| OISVX | 0.70 | 0.10 | 0.12 | 0.14 | 0.59 | 2.03 | 4.51 | |||
| LVAQX | 0.81 | 0.20 | 0.25 | 0.28 | 0.43 | 2.49 | 7.90 |
The Disciplined Competitive Analysis
The better you understand The Disciplined competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, The Disciplined'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 The Disciplined'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 |
The Disciplined Competition Performance Charts
Five steps to successful analysis of The Disciplined Competition
The Disciplined'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 The Disciplined Growth in relation to its competition. The Disciplined's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of The Disciplined 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 The Disciplined's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to The Disciplined Growth, 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.
Complement your The Disciplined position
In addition to having The Disciplined 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 Cash Cows Thematic Idea Now
Cash Cows
Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 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 Cash Cows Theme or any other thematic opportunities.
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Other Information on Investing in The Mutual Fund
The Disciplined financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Disciplined security.
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