Capitol Series Competition
| FTHMX Fund | 30.81 0.01 0.03% |
Capitol Series vs Fuller Thaler Correlation
Almost no diversification
The correlation between Capitol Series Trust and FTZCX is 0.96 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Capitol Series Trust and FTZCX in the same portfolio, assuming nothing else is changed.
Moving together with Capitol Mutual Fund
Capitol Series Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Capitol Series 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 Capitol 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 Capitol Series Trust does not affect the price movement of the other competitor.
Risk-Adjusted Indicators
There is a big difference between Capitol Mutual Fund performing well and Capitol Series 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 Capitol Series' 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| FTHMX | 0.61 | 0.11 | 0.14 | 0.22 | 0.38 | 1.75 | 4.28 | |||
| FTSAX | 0.68 | 0.22 | 0.15 | (3.05) | 0.44 | 2.17 | 4.43 | |||
| FTVAX | 0.84 | 0.19 | 0.08 | (0.99) | 0.70 | 2.15 | 5.59 | |||
| FTVCX | 0.83 | 0.06 | 0.08 | 0.16 | 0.70 | 2.13 | 5.61 | |||
| FTXFX | 1.17 | 0.07 | 0.07 | 0.15 | 1.35 | 2.55 | 7.84 | |||
| FTVZX | 0.84 | 0.07 | 0.08 | 0.16 | 0.70 | 2.16 | 5.64 | |||
| FTZAX | 0.79 | 0.28 | 0.20 | (2.16) | 0.54 | 1.96 | 4.42 | |||
| FTZCX | 0.80 | 0.17 | 0.20 | 0.25 | 0.57 | 1.99 | 4.49 |
Capitol Series Competitive Analysis
The better you understand Capitol Series competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Capitol Series' 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 Capitol Series' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Capitol Series Competition Performance Charts
Five steps to successful analysis of Capitol Series Competition
Capitol Series' 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 Capitol Series Trust in relation to its competition. Capitol Series' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Capitol Series 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 Capitol Series' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Capitol Series Trust, 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 Capitol Series position
In addition to having Capitol Series 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 Penny Thematic Idea Now
Penny
Solid stocks, funds or ETFs with below average market capitalization and typicl daily price below 2. The Penny theme has 56 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 Penny Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Capitol Mutual Fund
Capitol Series financial ratios help investors to determine whether Capitol 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 Capitol with respect to the benefits of owning Capitol Series security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |