FABWX Competition

FABWX Fund

USD 20.73 0.33 1.62%

The fund is listed under the null category and is part of the null family. For comparative analysis, Fabwx is often evaluated alongside PRUDENTIAL HEALTH, Alphacentric Lifesci, INVESCO GLOBAL, ALGER HEALTH, and Fidelity Health and other firms. FABWX margin trends reveal whether its pricing power is holding up against peers.

FABWX vs Baron Health Correlation Overview

Weak diversification

FABWX currently posts a 0.4 correlation with Baron Health, indicating a Weak diversification relationship for the active sample. Lower overlap tends to improve diversification, while higher overlap means both positions carry similar risk.

Moving together with FABWX Mutual Fund

0.99	VTSAX	Vanguard Total Stock	Pair Corr
0.91	VFIAX	Vanguard 500 Index	Pair Corr
0.99	VTSMX	Vanguard Total Stock	Pair Corr
0.99	VITSX	Vanguard Total Stock	Pair Corr
0.85	VSTSX	Vanguard Total Stock	Pair Corr

Specify up to 10 symbols:

Mean reversion in FABWX's price occurs when temporary dislocations correct back toward its historical intrinsic value estimate. This tendency of FABWX's price to converge to an average value over time is called mean reversion. Whether book value, historical earnings multiple, or sector median, the reference point matters for FABWX's analysis.

Sentiment

Range

Low	Sentiment	High
19.82	20.89	21.96

Details

Intrinsic

Valuation

Low	Intrinsic	High
18.66	22.14	23.21

Details

Naive

Forecast

Low	Next	High
19.26	20.33	21.40

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
18.28	19.57	20.86

Details

Peer benchmarking frames FABWX's operating metrics and market pricing against comparable companies. Placing FABWX's results in peer context distinguishes company-specific performance from industry-wide trends. Standalone financial analysis captures FABWX's individual trajectory; peer comparison reveals relative standing.

FABWX Competition Correlation Matrix

Reviewing how Fabwx moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. This matrix is most informative when seeking to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	PHLAX	LYFCX	GGHYX	AHSCX	FHLSX	VGHCX	BHCHX
PHLAX		0.95	0.86	0.86	0.49	0.87	0.84	PHLAX
LYFCX	0.95		0.73	0.83	0.62	0.8	0.72	LYFCX
GGHYX	0.86	0.73		0.86	0.29	0.97	0.98	GGHYX
AHSCX	0.86	0.83	0.86		0.68	0.88	0.87	AHSCX
FHLSX	0.49	0.62	0.29	0.68		0.4	0.33	FHLSX
VGHCX	0.87	0.8	0.97	0.88	0.4		0.95	VGHCX
BHCHX	0.84	0.72	0.98	0.87	0.33	0.95		BHCHX
	PHLAX	LYFCX	GGHYX	AHSCX	FHLSX	VGHCX	BHCHX

Risk-Adjusted Indicators

Return momentum in FABWX Mutual Fund is more useful when tested against peer-relative fundamentals and risk. Peer-relative risk metrics add context on drawdown behavior, consistency, and return quality. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PHLAX	1.01	-0.02	0.00	0.29	0.00	0.00	2.18	-2.06	5.75
LYFCX	1.01	0.01	0.00	-0.12	1.18	-1.09	2.04	-2.04	5.64
GGHYX	0.74	-0.10	0.00	-0.12	0.00	0.00	1.57	-1.62	4.25
AHSCX	0.80	-0.02	0.00	-0.02	0.00	0.00	1.72	-1.77	4.13
FHLSX	0.38	0.04	0.07	0.11	0.37	-0.47	0.89	-0.89	2.06
VGHCX	0.80	-0.07	0.00	-0.08	0.00	0.00	1.83	-1.61	4.66
BHCHX	0.90	-0.07	0.00	-0.07	0.00	0.00	2.02	-1.99	4.78

FABWX Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	FABWX	PHLAX	LYFCX	GGHYX	AHSCX	FHLSX	VGHCX
	1.62 20.73 FABWX	0.53 34.41 PRUDENTIAL	2.10 16.06 Alphacentric	0.16 38.39 INVESCO GLOBAL	1.65 14.18 ALGER HEALTH	0.95 11.70 Fidelity Health	0.55 190.95 Vanguard Health
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Moderate	Weak	Soft	Weak	Soft	Moderate	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Elevated	Below Average	Below Average	Below Average	Below Average	Below Average	Below Average
Current Valuation (Equity Enterprise Value)	Below Model Estimate	Above Model Estimate	Above Model Estimate	Aligned With Model	Aligned With Model	Aligned With Model	Aligned With Model
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Sell	Strong Sell	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	N/A	1.35 B	1.6 M	1.47 B	59.83 M	72 M	37.21 B
Price To Sales TTM	N/A	2.12 X	N/A	2.29 X	3.36 X	N/A	1.62 X
Price To Book TTM	N/A	2.63 X	N/A	3.08 X	4.19 X	N/A	2.74 X
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	N/A
Five Year Return	N/A	6.07 %	3.70 %	2.52 %	-2.64 %	4.09 %	5.21 %
One Year Return	N/A	20.52 %	29.64 %	5.24 %	21.82 %	15.64 %	13.64 %
Last Dividend Paid	N/A	N/A	N/A	N/A	N/A	0.02	N/A
Price To Earnings TTM	N/A	25.62 X	N/A	19.86 X	1.45 X	N/A	22.84 X
Cash Position Weight	N/A	5.13 %	9.83 %	1.83 %	2.11 %	21.46 %	1.72 %
Equity Positions Weight	N/A	94.87 %	90.17 %	98.17 %	94.69 %	21.70 %	98.28 %
Three Year Return	N/A	9.49 %	5.85 %	5.01 %	2.38 %	9.73 %	4.13 %
Annual Yield	N/A	0.0012 %	0.01 %	N/A	N/A	0.03 %	0.01 %
Year To Date Return	N/A	0.59 %	4.19 %	0.42 %	2.22 %	4.77 %	1.77 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	47.23 %	N/A
Ten Year Return	N/A	17.39 %	N/A	12.80 %	14.33 %	N/A	15.61 %
Day Typical Price	20.73	34.41	16.06	38.39	14.18	11.7	190.95
Period Momentum Indicator	0.33	0.18	0.33	0.06	0.23	0.11	1.05
Rate Of Daily Change	1.02	1.01	1.02	1.0	1.02	1.01	1.01
Day Median Price	20.73	34.41	16.06	38.39	14.18	11.7	190.95
Price Action Indicator	0.17	0.09	0.16	0.03	0.12	0.055	0.52
Relative Strength Index	68.83	51.97	56.02	47.78	57.12	66.18	47.68
Coefficient Of Variation	655.87	-12,025	7655.5	-1,232	-33,650	855.6	-1,940
Mean Deviation	0.8405	1.01	1.01	0.744	0.8019	0.3766	0.7954
Jensen Alpha	0.1492	-0.02	0.0076	-0.1	-0.02	0.0449	-0.07
Total Risk Alpha	0.1475	-0.03	-0.01	-0.1	-0.02	0.0441	-0.07
Sortino Ratio	0.1372	N/A	-0.0024	N/A	N/A	0.0716	N/A
Downside Variance	1.18	N/A	1.49	N/A	N/A	0.3037	N/A
Standard Deviation	1.11	1.31	1.3	0.9691	1.05	0.5079	1.02
Kurtosis	0.5439	0.7906	0.6743	0.2904	-0.34	0.9193	0.3002
Potential Upside	1.62	2.18	2.04	1.57	1.72	0.8937	1.83
Treynor Ratio	0.1617	0.2894	-0.12	-0.12	-0.02	0.1096	-0.08
Maximum Drawdown	4.98	5.75	5.64	4.25	4.13	2.06	4.66
Variance	1.23	1.71	1.7	0.9392	1.1	0.258	1.04
Market Risk Adjusted Performance	0.1717	0.2994	-0.11	-0.11	-0.01	0.1196	-0.07
Risk Adjusted Performance	0.1483	-0.01	0.0152	-0.08	-0.0021	0.1037	-0.05
Skewness	0.1271	0.3723	0.495	0.5242	0.2142	0.0154	0.503
Semi Deviation	0.8821	N/A	1.18	N/A	N/A	0.3721	N/A
Information Ratio	0.1345	-0.02	-0.0022	-0.10	-0.02	0.0777	-0.07
Value At Risk	-1.82	-2.06	-2.04	-1.62	-1.77	-0.89	-1.61
Expected Short fall	-0.92	N/A	-1.09	N/A	N/A	-0.47	N/A
Downside Deviation	1.09	N/A	1.22	N/A	N/A	0.5511	N/A
Semi Variance	0.7781	N/A	1.39	N/A	N/A	0.1385	N/A

FABWX Competition Peer Performance Charts

How to Analyze FABWX Against Peers

FABWX's peer analysis compares FABWX with related companies to put valuation, quality, and risk metrics in context. This establishes whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether FABWX trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where FABWX leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Earnings revisions for FABWX have trended more positive than for its closest peers over the last 90 days. Sector headwinds tend to hit all peers, so outperformance by FABWX during a downturn is a strong quality signal. Peer positioning is presented for easier comparison at a glance.

Fabwx metrics are compiled from fund disclosures and market reference feeds and normalized before display.

Editorial review and methodology oversight provided by: Vlad Skutelnik, Macroaxis Contributor