Europac Gold Competition

EPGFX Fund

USD 24.92 0.53 2.17%

Europac Gold competes with Cboe Vest, Cboe Vest, Deutsche Large, Calamos Evolving, and Deutsche Equity; as well as few others. The fund is listed under Equity Precious Metals category and is part of Euro Pacific Asset Management family. The entity is thematically classified as Precious Metals Funds. Analyzing Europac Gold 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 Europac Gold to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Europac Gold Correlation with its peers.

Europac Gold vs Victory Rs Correlation

Very poor diversification

The correlation between Europac Gold Fund and RSEGX is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Europac Gold Fund and RSEGX in the same portfolio, assuming nothing else is changed.

Moving together with Europac Mutual Fund

1.0	SGGDX	First Eagle Gold Steady Growth	Pair Corr
1.0	FEGIX	First Eagle Gold Steady Growth	Pair Corr
0.88	FEGOX	First Eagle Gold Steady Growth	Pair Corr
1.0	OPGSX	Oppenheimer Gold Spec	Pair Corr
0.88	OGMCX	Oppenheimer Gold Special	Pair Corr

Moving against Europac Mutual Fund

0.55

ERH

Allspring Utilities And

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
22.96	24.92	26.88

Details

Intrinsic

Valuation

Low	Real	High
23.85	25.81	27.77

Details

Naive

Forecast

Low	Next	High
23.87	25.83	27.79

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
18.54	21.89	25.23

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Europac Gold. Your research has to be compared to or analyzed against Europac Gold's peers to derive any actionable benefits. When done correctly, Europac Gold'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 Europac Gold.

Europac Gold Competition Correlation Matrix

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

	BUMGX	BUIGX	SGGAX	PPZRX	CNWGX	BTIIX	SBRVX	TEPFX	GLRIX	RSEGX
BUMGX		1.0	0.78	0.0	0.48	0.83	0.83	0.71	0.86	0.74	BUMGX
BUIGX	1.0		0.78	0.0	0.48	0.83	0.83	0.72	0.86	0.74	BUIGX
SGGAX	0.78	0.78		0.0	0.5	0.93	0.82	0.77	0.85	0.68	SGGAX
PPZRX	0.0	0.0	0.0		0.0	0.0	0.0	0.0	0.0	0.0	PPZRX
CNWGX	0.48	0.48	0.5	0.0		0.48	0.51	0.85	0.52	0.75	CNWGX
BTIIX	0.83	0.83	0.93	0.0	0.48		0.87	0.78	0.9	0.66	BTIIX
SBRVX	0.83	0.83	0.82	0.0	0.51	0.87		0.78	0.99	0.79	SBRVX
TEPFX	0.71	0.72	0.77	0.0	0.85	0.78	0.78		0.78	0.83	TEPFX
GLRIX	0.86	0.86	0.85	0.0	0.52	0.9	0.99	0.78		0.78	GLRIX
RSEGX	0.74	0.74	0.68	0.0	0.75	0.66	0.79	0.83	0.78		RSEGX
	BUMGX	BUIGX	SGGAX	PPZRX	CNWGX	BTIIX	SBRVX	TEPFX	GLRIX	RSEGX

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High positive correlations

BUIGX	+ 1.0	BUMGX
GLRIX	+ 0.99	SBRVX
BTIIX	+ 0.93	SGGAX
GLRIX	+ 0.9	BTIIX
SBRVX	+ 0.87	BTIIX
GLRIX	+ 0.86	BUMGX

High negative correlations

RSEGX	- 0.0	PPZRX
GLRIX	- 0.0	PPZRX
TEPFX	- 0.0	PPZRX
SBRVX	- 0.0	PPZRX
BTIIX	- 0.0	PPZRX
CNWGX	- 0.0	PPZRX

Risk-Adjusted Indicators

There is a big difference between Europac Mutual Fund performing well and Europac Gold 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 Europac Gold'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
BUMGX	0.41	0.04	(0.01)	0.43	0.81	(0.44)	0.73	(0.75)	5.52
BUIGX	0.41	0.04	(0.01)	0.45	0.81	(0.43)	0.72	(0.78)	5.51
SGGAX	1.11	0.21	0.19	0.19	0.85	(1.26)	1.55	(1.95)	22.54
PPZRX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
CNWGX	0.78	0.16	0.16	0.32	0.63	(0.97)	1.77	(1.32)	3.62
BTIIX	0.76	0.25	0.22	(1.89)	0.47	(0.90)	1.16	(1.17)	15.46
SBRVX	1.16	0.44	0.32	(1.95)	0.61	(1.38)	2.65	(1.72)	15.19
TEPFX	0.04	0.01	0.00	0.59	0.00	0.00	0.10	0.00	0.21
GLRIX	0.37	0.12	0.17	2.96	0.00	(0.46)	0.73	(0.54)	4.82
RSEGX	0.96	0.01	0.01	0.06	1.21	(1.00)	1.84	(1.82)	4.80

Europac Gold Competitive Analysis

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

	EPGFX	BUMGX	BUIGX	SGGAX	PPZRX	CNWGX	BTIIX	SBRVX	TEPFX	GLRIX
	2.17 24.92 Europac	0.09 22.21 Cboe	0.09 22.63 Cboe	0.22 80.39 Deutsche	0.00 11.81 Pimco	1.61 26.43 Calamos	0.13 167.05 Deutsche	0.67 16.42 Segall	0.10 9.81 American	0.17 24.22 James
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Strong	Soft	Soft	Fair	Weakest	Good	Fair	Solid	Strong	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Hazard	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Under Valued	Over Valued	Over Valued	Fairly Valued	Fairly 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)	Strong Buy	Cautious Hold	Cautious Hold	Strong Buy	Not Rated	Strong Buy	Cautious Hold	Hold	Hold	Cautious Hold
Net Asset	556.47 M	406.89 M	406.89 M	397.67 M	39.43 M	384.22 M	426.38 M	379.02 M	391.49 M	416.51 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	1000 K	2.5 K	1000 K	N/A	N/A	50 K
Price To Book	1.24	N/A	N/A	3.79	N/A	2.31	2.61	N/A	N/A	2.01
Five Year Return	18.02	8.92	9.19	11.27	4.34	0.48	14.43	7.99	1.2	7.75
One Year Return	100.0	9.39	9.68	10.91	6.04	32.17	16.2	17.95	4.88	14.32
Last Dividend Paid	1.15	N/A	N/A	N/A	0.13	N/A	0.7	N/A	N/A	0.06
Price To Earning	43.64	N/A	N/A	22.41	N/A	16.99	18.75	N/A	N/A	13.88
Price To Sales	4.16	N/A	N/A	2.26	N/A	1.68	1.83	N/A	N/A	0.84
Cash Position Weight	0.34	0.4	0.4	3.65	24.19	0.19	0.28	10.14	0.77	7.09
Equity Positions Weight	98.6	99.6	99.6	96.35	27.58	89.34	99.58	89.86	N/A	57.68
Three Year Return	41.13	14.01	14.3	24.24	-0.12	13.11	21.13	14.08	3.08	12.87
Annual Yield	0.0686	N/A	N/A	N/A	0.047	N/A	0.0112	0.0034	0.0258	0.0145
Year To Date Return	21.82	0.73	0.76	0.68	0.17	10.59	2.0	9.24	0.62	3.06
Bond Positions Weight	N/A	N/A	N/A	N/A	38.19	1.46	0.14	N/A	0.01	33.19
Ten Year Return	N/A	N/A	N/A	14.67	N/A	3.67	12.92	N/A	N/A	5.02
Day Typical Price	24.92	22.21	22.63	80.39	11.81	26.43	167.05	16.42	9.81	24.22
Daily Balance Of Power	9.2 T	0	0	0	0.0	9.2 T	0	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.53	(0.02)	(0.02)	(0.18)	N/A	0.42	(0.22)	0.11	0.01	0.04
Rate Of Daily Change	1.02	1.0	1.0	1.0	1.0	1.02	1.0	1.01	1.0	1.0
Day Median Price	24.92	22.21	22.63	80.39	11.81	26.43	167.05	16.42	9.81	24.22
Price Action Indicator	0.27	(0.01)	(0.01)	(0.09)	N/A	0.21	(0.11)	0.055	0.005	0.02
Relative Strength Index	80.41	56.83	57.06	61.39	N/A	78.1	65.17	66.95	83.32	69.3
Coefficient Of Variation	271.51	1678.01	1630.42	940.66	N/A	497.99	724.24	474.0	274.88	462.83
Mean Deviation	1.49	0.4117	0.414	1.11	N/A	0.7804	0.757	1.16	0.0391	0.3708
Jensen Alpha	0.6646	0.0367	0.0381	0.2084	N/A	0.1603	0.2531	0.4409	0.008	0.1238
Total Risk Alpha	0.5723	(0.02)	(0.02)	0.0898	N/A	0.1202	0.1152	0.2824	0.0052	0.0815
Sortino Ratio	0.3516	(0.01)	(0.01)	0.1886	N/A	0.1573	0.225	0.3153	N/A	0.1706
Downside Variance	3.51	1.07	1.01	1.57	N/A	0.7875	0.7524	1.44	N/A	0.1914
Standard Deviation	1.96	0.8665	0.8632	2.8	N/A	1.0	1.86	2.08	0.0517	0.6292
Kurtosis	0.3907	17.87	17.6	44.22	N/A	0.2599	43.26	24.43	0.3789	21.12
Potential Upside	4.31	0.7303	0.7168	1.55	N/A	1.77	1.16	2.65	0.103	0.725
Treynor Ratio	0.7952	0.4288	0.4539	0.1862	N/A	0.3195	(1.89)	(1.95)	0.5913	2.96
Maximum Drawdown	9.08	5.52	5.51	22.54	N/A	3.62	15.46	15.19	0.2061	4.82
Variance	3.83	0.7508	0.745	7.84	N/A	1.0	3.45	4.34	0.0027	0.3958
Market Risk Adjusted Performance	0.8052	0.4388	0.4639	0.1962	N/A	0.3295	(1.88)	(1.94)	0.6013	2.97
Risk Adjusted Performance	0.2737	0.0449	0.0461	0.0846	N/A	0.1485	0.1063	0.1597	0.1337	0.1553
Skewness	(0.01)	0.0403	0.0377	6.16	N/A	0.1224	6.02	4.06	0.3274	3.47
Semi Deviation	1.06	0.8115	0.8063	0.849	N/A	0.6259	0.4731	0.6054	N/A	0.0
Information Ratio	0.337	(0.01)	(0.01)	0.0844	N/A	0.1395	0.1051	0.1816	(0.82)	0.1186
Value At Risk	(1.98)	(0.75)	(0.78)	(1.95)	N/A	(1.32)	(1.17)	(1.72)	N/A	(0.54)
Expected Short fall	(1.72)	(0.44)	(0.43)	(1.26)	N/A	(0.97)	(0.90)	(1.38)	N/A	(0.46)
Downside Deviation	1.87	1.03	1.0	1.25	N/A	0.8874	0.8674	1.2	N/A	0.4375
Semi Variance	1.11	0.6585	0.6502	0.7207	N/A	0.3917	0.2238	0.3665	N/A	(0.01)

Europac Gold Competition Performance Charts

Five steps to successful analysis of Europac Gold Competition

Europac Gold'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 Europac Gold in relation to its competition. Europac Gold's competition analysis typically involves several steps, including:

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

In addition to having Europac Gold 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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Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 17 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 Convertibles Funds Theme or any other thematic opportunities.

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Other Information on Investing in Europac Mutual Fund

Europac Gold financial ratios help investors to determine whether Europac 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 Europac with respect to the benefits of owning Europac Gold security.

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Europac Gold Competition

Europac Gold vs Victory Rs Correlation

Very poor diversification

Moving together with Europac Mutual Fund

Moving against Europac Mutual Fund

Specify up to 10 symbols:

Europac Gold Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Europac Gold Competitive Analysis

Europac Gold Competition Performance Charts

Five steps to successful analysis of Europac Gold Competition

Complement your Europac Gold position

Did You Try This Idea?

Run Convertibles Funds Thematic Idea Now

Convertibles Funds

Other Information on Investing in Europac Mutual Fund

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