Ep Emerging Competition

EPEIX Fund

USD 12.83 0.20 1.58%

Ep Emerging Markets competes with Oppenheimer Gold, Gold Portfolio, Global Gold, Invesco Gold, and Deutsche Gold; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of Euro Pacific Asset Management family. Analyzing Ep Emerging 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 Ep Emerging to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ep Emerging Correlation with its peers.

Ep Emerging vs Gold And Correlation

Very weak diversification

The correlation between Ep Emerging Markets and USERX is 0.53 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Ep Emerging Markets and USERX in the same portfolio, assuming nothing else is changed.

Moving together with EPEIX Mutual Fund

0.65	VEMAX	Vanguard Emerging Markets	Pair Corr
0.88	VEIEX	Vanguard Emerging Markets	Pair Corr
0.88	VEMIX	Vanguard Emerging Markets	Pair Corr
0.88	VEMRX	Vanguard Emerging Markets	Pair Corr
0.89	NEWFX	New World Fund	Pair Corr

Moving against EPEIX Mutual Fund

0.52	IIF	Morgan Stanley India	Pair Corr
0.51	ODVYX	Oppenheimer Developing	Pair Corr
0.43	IFN	India Closed	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
0.00	0.00	0.63

Details

Intrinsic

Valuation

Low	Real	High
0.00	0.00	0.63

Details

Naive

Forecast

Low	Next	High
12.14	12.77	13.41

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
11.76	12.31	12.87

Details

Ep Emerging Competition Correlation Matrix

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

	XGGNX	OGMCX	FIJDX	ACGGX	IOGYX	SGDIX	USERX
XGGNX		0.97	0.97	0.98	0.97	0.97	0.97	XGGNX
OGMCX	0.97		1.0	0.97	1.0	0.99	1.0	OGMCX
FIJDX	0.97	1.0		0.97	1.0	0.99	0.99	FIJDX
ACGGX	0.98	0.97	0.97		0.97	0.98	0.97	ACGGX
IOGYX	0.97	1.0	1.0	0.97		0.99	1.0	IOGYX
SGDIX	0.97	0.99	0.99	0.98	0.99		1.0	SGDIX
USERX	0.97	1.0	0.99	0.97	1.0	1.0		USERX
	XGGNX	OGMCX	FIJDX	ACGGX	IOGYX	SGDIX	USERX

Risk-Adjusted Indicators

There is a big difference between EPEIX Mutual Fund performing well and Ep Emerging 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 Ep Emerging'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
XGGNX	0.69	0.14	0.08	0.53	0.72	(0.79)	1.93	(1.44)	3.42
OGMCX	1.68	0.36	0.14	0.55	1.99	(1.82)	4.29	(3.95)	9.92
FIJDX	1.78	0.39	0.13	0.60	2.25	(1.90)	4.52	(4.19)	11.37
ACGGX	1.85	0.29	0.08	1.04	2.47	(1.90)	4.54	(4.32)	10.37
IOGYX	1.68	0.37	0.14	0.55	1.98	(1.78)	4.28	(3.94)	9.93
SGDIX	1.63	0.38	0.15	0.64	1.89	(1.88)	3.79	(3.75)	10.08
USERX	1.82	0.45	0.16	0.62	2.17	(2.08)	4.66	(4.00)	11.36

Ep Emerging Competitive Analysis

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

	EPEIX	XGGNX	OGMCX	FIJDX	ACGGX	IOGYX	SGDIX	USERX
	1.58 12.83 EPEIX	0.34 5.85 Gamco	2.69 62.58 Oppenheimer	3.70 71.23 Gold	1.11 35.48 GLOBAL	2.68 71.15 Invesco	3.57 154.87 Deutsche	4.30 36.37 Gold And
Market Volatility (90 Days Market Risk)	Out of control	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Solid	Solid	Solid	Solid	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Fair	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	114.87 M	N/A	4.23 B	1.43 B	1.76 B	1.11 B	1.81 B	275.96 M
Minimum Initial Investment	5 K	N/A	N/A	N/A	N/A	N/A	1000 K	5 K
Price To Book	N/A	N/A	1.39 X	N/A	1.80 X	N/A	1.53 X	1.55 X
Five Year Return	1.31 %	N/A	20.39 %	20.44 %	24.24 %	21.69 %	22.54 %	22.32 %
One Year Return	33.00 %	N/A	100.00 %	100.00 %	100.00 %	100.00 %	100.00 %	100.00 %
Last Dividend Paid	N/A	0.05	0.26	1.17	0.06	0.57	0.2	0.36
Price To Earning	N/A	N/A	17.05 X	N/A	24.00 X	N/A	24.90 X	17.69 X
Price To Sales	N/A	N/A	1.93 X	N/A	2.73 X	N/A	2.44 X	2.10 X
Cash Position Weight	3.29 %	N/A	1.54 %	0.56 %	0.49 %	1.54 %	N/A	1.14 %
Equity Positions Weight	95.75 %	N/A	98.26 %	98.82 %	98.47 %	98.26 %	N/A	95.04 %
Three Year Return	10.05 %	N/A	39.17 %	40.90 %	49.34 %	40.67 %	45.07 %	47.75 %
Annual Yield	0.02 %	N/A	N/A	0.02 %	0.01 %	0.01 %	N/A	0.03 %
Year To Date Return	4.38 %	N/A	12.20 %	12.11 %	18.69 %	12.26 %	9.94 %	11.84 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	3.73 %
Ten Year Return	N/A	N/A	(2.82) %	(2.75) %	(2.23) %	(2.05) %	(2.23) %	(1.54) %
Day Typical Price	12.83	5.85	62.58	71.23	35.48	71.15	154.87	36.37
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	0	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.2	0.02	1.64	2.54	(0.40)	1.86	5.34	1.5
Rate Of Daily Change	1.02	1.0	1.03	1.04	0.99	1.03	1.04	1.04
Day Median Price	12.83	5.85	62.58	71.23	35.48	71.15	154.87	36.37
Price Action Indicator	0.1	0.01	0.82	1.27	(0.20)	0.93	2.67	0.75
Relative Strength Index	71.63	73.27	74.4	74.16	71.48	74.48	76.85	77.06
Coefficient Of Variation	553.57	517.44	513.78	535.93	784.61	509.43	497.88	469.65
Mean Deviation	0.4809	0.6879	1.68	1.78	1.85	1.68	1.63	1.82
Jensen Alpha	0.0592	0.1397	0.365	0.3901	0.2903	0.3692	0.3824	0.4499
Total Risk Alpha	0.0238	0.0514	0.1458	0.1402	(0.01)	0.1498	0.1578	0.2074
Sortino Ratio	0.0178	0.0787	0.137	0.1291	0.0789	0.1386	0.1524	0.1603
Downside Variance	0.3409	0.9319	6.4	8.15	8.16	6.4	5.4	7.42
Standard Deviation	0.6333	0.9312	2.32	2.53	2.58	2.32	2.28	2.54
Kurtosis	0.5349	0.7997	1.95	2.48	1.65	1.96	2.64	2.4
Potential Upside	1.26	1.93	4.29	4.52	4.54	4.28	3.79	4.66
Treynor Ratio	0.2173	0.5275	0.5472	0.5984	1.04	0.5539	0.6398	0.6179
Maximum Drawdown	2.5	3.42	9.92	11.37	10.37	9.93	10.08	11.36
Variance	0.4011	0.8671	5.36	6.42	6.68	5.37	5.21	6.45
Market Risk Adjusted Performance	0.2273	0.5375	0.5572	0.6084	1.05	0.5639	0.6498	0.6279
Risk Adjusted Performance	0.1317	0.1448	0.1505	0.1449	0.1013	0.1518	0.1551	0.1643
Skewness	0.1555	0.0745	(0.71)	(0.76)	(0.70)	(0.71)	(0.63)	(0.70)
Semi Deviation	0.3825	0.7224	1.99	2.25	2.47	1.98	1.89	2.17
Information Ratio	0.0164	0.0815	0.1497	0.1455	0.0872	0.1514	0.1553	0.172
Value At Risk	(0.74)	(1.44)	(3.95)	(4.19)	(4.32)	(3.94)	(3.75)	(4.00)
Expected Short fall	(0.59)	(0.79)	(1.82)	(1.90)	(1.90)	(1.78)	(1.88)	(2.08)
Downside Deviation	0.5839	0.9654	2.53	2.86	2.86	2.53	2.32	2.72
Semi Variance	0.1463	0.5219	3.94	5.05	6.09	3.94	3.56	4.71

Ep Emerging Competition Performance Charts

Five steps to successful analysis of Ep Emerging Competition

Ep Emerging'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 Ep Emerging Markets in relation to its competition. Ep Emerging's competition analysis typically involves several steps, including:

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

In addition to having Ep Emerging 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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Disruptive Technologies

New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 36 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 Disruptive Technologies Theme or any other thematic opportunities.

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Other Information on Investing in EPEIX Mutual Fund

Ep Emerging financial ratios help investors to determine whether EPEIX 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 EPEIX with respect to the benefits of owning Ep Emerging security.

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Ep Emerging Competition

Ep Emerging vs Gold And Correlation

Very weak diversification

Moving together with EPEIX Mutual Fund

Moving against EPEIX Mutual Fund

Specify up to 10 symbols:

Ep Emerging Competition Correlation Matrix

Risk-Adjusted Indicators

Ep Emerging Competitive Analysis

Ep Emerging Competition Performance Charts

Five steps to successful analysis of Ep Emerging Competition

Complement your Ep Emerging position

Did You Try This Idea?

Run Disruptive Technologies Thematic Idea Now

Disruptive Technologies

Other Information on Investing in EPEIX Mutual Fund

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