Fa529 Gr Competition

FGDPX Fund

USD 86.57 0.49 0.57%

Fa529 Gr Op competes with Us Government, The Short, Blackrock Government, Franklin Adjustable, and Sterling Capital; as well as few others. The fund is listed under null category and is part of null family. Analyzing Fa529 Gr 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 Fa529 Gr to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fa529 Gr Correlation with its peers.

Fa529 Gr vs Us Government Correlation

Modest diversification

The correlation between Fa529 Gr Op and RGVJX is 0.27 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Fa529 Gr Op and RGVJX in the same portfolio, assuming nothing else is changed.

Moving together with Fa529 Mutual Fund

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

Moving against Fa529 Mutual Fund

0.46	KO	Coca Cola Aggressive Push	Pair Corr
0.36	TRV	The Travelers Companies	Pair Corr

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Hype

Prediction

Low	Estimated	High
85.43	86.57	87.71

Details

Intrinsic

Valuation

Low	Real	High
85.04	86.18	87.32

Details

Fa529 Gr Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fa529 Gr 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 Fa529 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 Fa529 Gr Op does not affect the price movement of the other competitor.

	USGFX	CFSTX	BIGBX	FCSCX	BGVAX	JAFWX	RGVJX
USGFX		0.7	0.82	0.59	0.79	0.81	0.98	USGFX
CFSTX	0.7		0.89	0.94	0.91	0.91	0.69	CFSTX
BIGBX	0.82	0.89		0.77	0.89	0.92	0.82	BIGBX
FCSCX	0.59	0.94	0.77		0.77	0.82	0.57	FCSCX
BGVAX	0.79	0.91	0.89	0.77		0.93	0.77	BGVAX
JAFWX	0.81	0.91	0.92	0.82	0.93		0.79	JAFWX
RGVJX	0.98	0.69	0.82	0.57	0.77	0.79		RGVJX
	USGFX	CFSTX	BIGBX	FCSCX	BGVAX	JAFWX	RGVJX

Risk-Adjusted Indicators

There is a big difference between Fa529 Mutual Fund performing well and Fa529 Gr 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 Fa529 Gr'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
USGFX	0.13	(0.01)	(0.40)	(0.20)	0.16	(0.15)	0.25	(0.25)	0.66
CFSTX	0.06	0.00	(0.68)	0.02	0.00	(0.09)	0.12	(0.12)	0.37
BIGBX	0.09	(0.01)	(0.50)	(0.25)	0.10	(0.14)	0.20	(0.20)	0.50
FCSCX	0.05	0.01	(0.46)	(0.31)	0.00	(0.19)	0.13	(0.13)	0.53
BGVAX	0.12	(0.01)	(0.41)	(0.14)	0.11	(0.16)	0.22	(0.22)	0.56
JAFWX	0.07	(0.01)	(0.64)	(0.27)	0.05	(0.10)	0.09	(0.17)	0.43
RGVJX	0.13	(0.01)	(0.39)	(0.28)	0.16	(0.15)	0.25	(0.25)	0.66

Fa529 Gr Competitive Analysis

The better you understand Fa529 Gr competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fa529 Gr'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 Fa529 Gr'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

	FGDPX	USGFX	CFSTX	BIGBX	FCSCX	BGVAX	JAFWX	RGVJX
	0.57 86.57 Fa529	0.17 12.12 USGFX	0.06 16.47 The	0.10 10.00 Blackrock	0.00 7.55 Franklin	0.11 8.94 STERLING	0.09 11.74 John	0.08 12.11 RGVJX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weakest	Weakest	Fair	Soft	Good	Weak	Soft	Weakest
Odds of Financial Distress (Probability Of Bankruptcy)	Fair	Low	Low	Low	Low	Low	Fair	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over 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
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Cautious Hold	Strong Sell	Cautious Hold	Cautious Hold	Cautious Hold	Sell	Cautious Hold
Holdings Turnover	N/A	N/A	N/A	948.00 %	N/A	N/A	N/A	N/A
Net Asset	N/A	12.15 B	30.48 M	805.65 M	383.37 M	19.92 M	N/A	12.15 B
Minimum Initial Investment	N/A	N/A	1 K	N/A	N/A	N/A	N/A	N/A
Five Year Return	N/A	0.11 %	1.09 %	4.39 %	1.73 %	0.19 %	N/A	(0.02) %
One Year Return	N/A	7.95 %	5.19 %	6.24 %	4.54 %	6.72 %	N/A	7.79 %
Last Dividend Paid	N/A	0.02	0.02	0.01	N/A	0.02	N/A	0.02
Price To Earning	N/A	N/A	N/A	N/A	N/A	N/A	N/A	18.44 X
Cash Position Weight	N/A	2.36 %	3.57 %	N/A	5.55 %	1.62 %	N/A	2.36 %
Three Year Return	N/A	3.25 %	4.13 %	3.88 %	4.10 %	3.64 %	N/A	3.12 %
Annual Yield	N/A	0.04 %	0.02 %	0.0004 %	0 %	0.03 %	N/A	0.04 %
Year To Date Return	N/A	0.1 %	0.05 %	0.16 %	0.08 %	0.43 %	N/A	0.01 %
Bond Positions Weight	N/A	N/A	96.43 %	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	3.24 %	1.59 %	3.61 %	0.33 %	2.07 %	N/A	3.22 %
Day Typical Price	86.57	12.12	16.47	10.0	7.55	8.94	11.74	12.11
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	0.0	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.49	0.02	0.01	0.01	N/A	0.01	0.01	0.01
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	86.57	12.12	16.47	10.0	7.55	8.94	11.74	12.11
Price Action Indicator	0.24	0.01	0.005	0.005	N/A	0.005	0.005	0.005
Relative Strength Index	49.26	51.07	56.06	48.9	68.21	50.28	51.52	50.26
Coefficient Of Variation	(4,332)	122756.71	817.23	7899.49	621.07	2888.57	2307.46	124187.61
Mean Deviation	0.8397	0.1303	0.0637	0.093	0.0487	0.1152	0.0671	0.1253
Jensen Alpha	(0.09)	(0.01)	(0.0006)	(0.01)	0.0051	(0.01)	(0.01)	(0.01)
Total Risk Alpha	(0.15)	(0.03)	(0.01)	(0.02)	(0)	(0.02)	(0.01)	(0.03)
Sortino Ratio	N/A	(0.40)	(0.68)	(0.50)	(0.46)	(0.41)	(0.64)	(0.39)
Downside Variance	N/A	0.0404	0.0107	0.025	0.0213	0.0346	0.0146	0.044
Standard Deviation	1.14	0.1654	0.0833	0.1259	0.0879	0.1503	0.0904	0.1635
Kurtosis	0.5568	0.1312	0.8833	(0.04)	6.59	0.1323	0.6113	0.2704
Potential Upside	1.49	0.2488	0.122	0.201	0.1337	0.2247	0.0856	0.2488
Treynor Ratio	(0.05)	(0.20)	0.0173	(0.25)	(0.31)	(0.14)	(0.27)	(0.28)
Maximum Drawdown	5.29	0.6639	0.3671	0.4997	0.5333	0.5627	0.4271	0.6636
Variance	1.29	0.0274	0.0069	0.0159	0.0077	0.0226	0.0082	0.0267
Market Risk Adjusted Performance	(0.04)	(0.19)	0.0273	(0.24)	(0.30)	(0.13)	(0.26)	(0.27)
Risk Adjusted Performance	(0.01)	(0.03)	0.0117	(0.04)	0.0447	(0.01)	(0.04)	(0.03)
Skewness	(0.43)	(0.34)	(0.12)	0.066	1.88	(0.24)	(0.17)	(0.41)
Semi Deviation	N/A	0.1637	0.0	0.0999	0.0	0.1114	0.0472	0.1614
Information Ratio	(0.09)	(0.49)	(0.85)	(0.63)	(0.76)	(0.50)	(0.85)	(0.49)
Value At Risk	(2.30)	(0.25)	(0.12)	(0.20)	(0.13)	(0.22)	(0.17)	(0.25)
Expected Short fall	N/A	(0.15)	(0.09)	(0.14)	(0.19)	(0.16)	(0.10)	(0.15)
Downside Deviation	N/A	0.201	0.1036	0.1581	0.1459	0.1861	0.1206	0.2099
Semi Variance	N/A	0.0268	(0.01)	0.01	(0.01)	0.0124	0.0022	0.0261

Fa529 Gr Competition Performance Charts

Five steps to successful analysis of Fa529 Gr Competition

Fa529 Gr'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 Fa529 Gr Op in relation to its competition. Fa529 Gr's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Fa529 Gr 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 Fa529 Gr's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fa529 Gr Op, 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 Fa529 Gr position

In addition to having Fa529 Gr 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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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 Tech Growth Theme or any other thematic opportunities.

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Other Information on Investing in Fa529 Mutual Fund

Fa529 Gr financial ratios help investors to determine whether Fa529 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 Fa529 with respect to the benefits of owning Fa529 Gr security.

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