Swan Hedged Competition
| HEGD Etf | USD 25.28 0.11 0.43% |
Swan Hedged vs Hartford Multifactor Correlation
Poor diversification
The correlation between Swan Hedged Equity and ROUS is 0.74 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Swan Hedged Equity and ROUS in the same portfolio, assuming nothing else is changed.
Moving together with Swan Etf
| 0.7 | ACIO | Aptus Collared Income | PairCorr |
| 0.8 | ADME | Aptus Drawdown Managed | PairCorr |
| 0.88 | SWAN | Amplify BlackSwan Growth | PairCorr |
Moving against Swan Etf
Swan Hedged Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Swan Hedged and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Swan 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 Swan Hedged Equity does not affect the price movement of the other competitor.
Swan Hedged Constituents Risk-Adjusted Indicators
There is a big difference between Swan Etf performing well and Swan Hedged ETF 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 Swan Hedged'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PSFF | 0.26 | 0.00 | (0.17) | 0.08 | 0.23 | 0.66 | 1.53 | |||
| OSEA | 0.64 | (0.05) | (0.08) | 0.02 | 0.84 | 1.11 | 3.57 | |||
| QCLN | 1.79 | (0.02) | 0.02 | 0.07 | 2.21 | 3.71 | 11.79 | |||
| EQL | 0.47 | 0.05 | 0.03 | 0.15 | 0.46 | 1.01 | 2.73 | |||
| CFA | 0.53 | 0.04 | 0.03 | 0.13 | 0.46 | 1.39 | 3.09 | |||
| JUST | 0.59 | (0.04) | (0.06) | 0.03 | 0.77 | 1.18 | 3.74 | |||
| SIXH | 0.36 | 0.15 | 0.22 | 2.86 | 0.00 | 0.97 | 2.05 | |||
| PTL | 0.80 | (0.03) | (0.02) | 0.05 | 1.03 | 1.41 | 5.13 | |||
| BALI | 0.47 | (0.01) | (0.07) | 0.06 | 0.54 | 0.92 | 2.83 | |||
| ROUS | 0.62 | 0.03 | 0.02 | 0.11 | 0.63 | 1.29 | 2.72 |
Swan Hedged Competitive Analysis
The better you understand Swan Hedged competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Swan Hedged'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 Swan Hedged'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 |
Swan Hedged Competition Performance Charts
Five steps to successful analysis of Swan Hedged Competition
Swan Hedged'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 Swan Hedged Equity in relation to its competition. Swan Hedged's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Swan Hedged 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 Swan Hedged's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Swan Hedged Equity, 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 Swan Hedged position
In addition to having Swan Hedged 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 |
Check out Swan Hedged Correlation with its peers. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Investors evaluate Swan Hedged Equity using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Swan Hedged's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Swan Hedged's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Swan Hedged's value and its price as these two are different measures arrived at by different means. Investors typically determine if Swan Hedged is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Swan Hedged's market price signifies the transaction level at which participants voluntarily complete trades.