Guinness Atkinson Competition

Mutual Funds . USA . 
Fund . Guinness Atkinson Asia
IASMX Fund  USD 19.62  0.12  0.62%   
Guinness Atkinson Asia competes with Guinness Atkinson, Northern Lights, RENN Fund, Putnam Retirement, and River Oak; as well as few others. The fund is listed under Pacific/Asia ex-Japan Stk category and is part of Guinness Atkinson family. Analyzing Guinness Atkinson 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 Guinness Atkinson to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Guinness Atkinson Correlation with its peers.

Guinness Atkinson vs Litman Gregory Correlation

Moving together with Guinness Mutual Fund

  0.92GINNX Guinness Atkinson GlobalPairCorr
  0.76ICHKX Guinness Atkinson ChinaPairCorr
  0.92IWIRX Guinness Atkinson GlobalPairCorr
  0.72GAAEX Guinness AtkinsonPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
19.3520.4921.63
Details
Intrinsic
Valuation
LowRealHigh
19.1920.3321.47
Details
Naive
Forecast
LowNextHigh
18.2819.4220.56
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.7718.4220.07
Details

Guinness Atkinson Competition Correlation Matrix

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

High positive correlations

FRIMX
+ 1.0
FIRMX
PACJX
+ 0.96
GGM
FIRMX
+ 0.96
PACJX
FRIMX
+ 0.96
PACJX
FIRMX
+ 0.93
RIVSX
FRIMX
+ 0.93
RIVSX
  

High negative correlations

MASFX
- 0.0
FRIMX
MASFX
- 0.0
FIRMX
MASFX
- 0.0
CNGLX
MASFX
- 0.0
MASNX
FRIMX
- 0.0
MASNX
FIRMX
- 0.0
MASNX

Risk-Adjusted Indicators

There is a big difference between Guinness Mutual Fund performing well and Guinness Atkinson 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 Guinness Atkinson'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
GAAEX  0.92 (0.04)(0.03) 0.03  1.24 
(0.92)
 1.84 
(2.15)
 4.79 
GGM  0.64 (0.02)(0.03) 0.04  0.84 
(0.62)
 1.38 
(1.44)
 3.40 
RCG  1.29  0.06 (0.03)(0.07) 1.38 
(1.75)
 2.77 
(2.34)
 6.08 
PACJX  0.49 (0.01)(0.05) 0.05  0.69 
(0.47)
 0.96 
(1.02)
 2.87 
RIVSX  0.89  0.05  0.05  0.11  0.91 
(1.07)
 2.43 
(2.00)
 5.10 
MASNX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
CNGLX  0.53 (0.01)(0.04) 0.05  0.63 
(0.61)
 0.96 
(1.19)
 5.46 
FIRMX  0.16 (0.01)(0.28) 0.03  0.16 
(0.16)
 0.36 
(0.34)
 0.86 
FRIMX  0.16 (0.01)(0.28) 0.03  0.17 
(0.16)
 0.34 
(0.36)
 0.86 
MASFX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 

Guinness Atkinson Competitive Analysis

The better you understand Guinness Atkinson competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Guinness Atkinson'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 Guinness Atkinson'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
IASMX GAAEX GGM RCG PACJX RIVSX MASNX CNGLX FIRMX FRIMX
 0.62 
 19.62 
Guinness
 0.75 
 6.75 
Guinness
 0.29 
 28.11 
Northern
 2.22 
 2.64 
RENN
 0.08 
 13.14 
Putnam
 2.00 
 21.10 
River
 0.00 
 10.93 
Litman
 0.05 
 20.89 
Commonwealth
 0.19 
 59.46 
Fidelity
 0.19 
 59.54 
Fidelity
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Very steady
Moderately volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Good
Weak
Soft
Soft
Mild
Good
Weakest
Mild
Mild
Mild
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Tiny
Low
Low
Hazard
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Over Valued
Fairly 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 Hold
Hold
Strong Hold
Strong Sell
Strong Hold
Buy
Not Rated
Strong Hold
Hold
Hold
Current Ratio
N/A
N/A
N/A
0.86
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
11.22 M
18.16 M
18.42 M
19.28 M
40.83 K
20.01 M
903.04 M
17.04 M
17.13 M
6.15 M
Profit Margin
N/A
N/A
N/A
8.66
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
5.51 M
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
1.55
0.98
N/A
0.97
N/A
1.5
2.09
1.5
2.3
2.29
Operating Margin
N/A
N/A
N/A
0.29
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
18.85 M
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
-0.73
0.72
8.0
N/A
12.19
5.65
2.55
2.46
2.49
2.49
Retained Earnings
N/A
N/A
N/A
(14.04 M)
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
37.19
32.52
18.37
N/A
20.43
16.22
6.29
3.63
10.52
10.54
Beta
N/A
N/A
0.68
0.45
N/A
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
0.36
0.4
N/A
N/A
1.05
5.18
7.21
0.85
8.15
8.15
Equity Positions Weight
99.64
99.6
N/A
N/A
85.28
94.82
30.91
99.15
19.44
19.44
Number Of Employees
1
1
20
8
1
1
1
1
1
1
Shares Outstanding
N/A
N/A
9.8 M
7.02 M
N/A
N/A
N/A
N/A
N/A
N/A
Three Year Return
10.68
2.0
8.98
N/A
20.63
8.34
2.04
6.79
6.62
6.63
Cash Flow From Operations
N/A
N/A
N/A
(2.15 M)
N/A
N/A
N/A
N/A
N/A
N/A
Annual Yield
0.0095
0.0033
0.0157
0.008
0.0296
0.0029
0.0347
N/A
0.0311
0.031
Total Debt
N/A
N/A
N/A
22.24 K
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
0.21
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
1.22
N/A
21.78
N/A
7.75
7.75
Return On Asset
N/A
N/A
N/A
0.0044
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
N/A
N/A
89.89 K
55.88 K
N/A
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
2.74
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
5 K
5 K
N/A
N/A
N/A
2 K
N/A
200
N/A
N/A
Total Asset
11.22 M
18.16 M
N/A
19.28 M
3.17 M
20.01 M
33.86 M
17.04 M
10.44 M
18.14 M
Last Dividend Paid
0.1
N/A
2.18
0.022
0.11
N/A
0.07
N/A
0.02
0.01
Short Ratio
N/A
N/A
1.31
5.66
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
17.78
16.64
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
126.9 M
18.91 M
N/A
N/A
N/A
N/A
N/A
N/A
Price To Earning
2.93
11.07
N/A
2.48
N/A
19.76
19.91
16.7
19.46
19.33
Price To Sales
0.97
0.62
N/A
44.55
N/A
1.3
1.82
1.1
1.8
1.82
Net Income
N/A
N/A
N/A
5.51 M
N/A
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
0.52
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
19.93
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
5.25
5.67
10.41
N/A
1.86
8.29
1.49
0.24
0.87
0.87
Revenue
N/A
N/A
N/A
371.42 K
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
3.31
-3.85
N/A
N/A
N/A
7.73
N/A
3.61
5.68
5.68
Cash And Equivalents
N/A
N/A
N/A
69.89 K
N/A
N/A
N/A
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
0.01
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
424.4 K
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
19.62
6.75
28.11
2.65
13.14
21.1
10.93
20.89
59.46
59.54
Accumulation Distribution
N/A
N/A
N/A
641.89
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(0.60)
9.2 T
0
0.0
0
9.2 T
9.2 T
Period Momentum Indicator
0.12
0.05
0.08
(0.06)
0.01
(0.43)
N/A
(0.01)
0.11
0.11
Rate Of Daily Change
1.01
1.01
1.0
0.98
1.0
0.98
1.0
1.0
1.0
1.0
Day Median Price
19.62
6.75
28.11
2.65
13.14
21.1
10.93
20.89
59.46
59.54
Price Action Indicator
0.06
0.025
0.04
(0.04)
0.005
(0.21)
N/A
(0.01)
0.055
0.055
Coefficient Of Variation
707.81
2863.32
1827.2
4294.04
1455.31
892.72
N/A
1585.38
1244.5
1243.65
Mean Deviation
0.7899
0.9168
0.6388
1.29
0.4901
0.8947
N/A
0.5287
0.1575
0.1573
Jensen Alpha
0.1392
(0.04)
(0.02)
0.0555
(0.01)
0.0452
N/A
(0.01)
(0.01)
(0.01)
Total Risk Alpha
0.0447
(0.08)
(0.04)
(0.13)
(0.03)
0.0123
N/A
(0.03)
(0.01)
(0.01)
Sortino Ratio
0.1039
(0.03)
(0.03)
(0.03)
(0.05)
0.0529
N/A
(0.04)
(0.28)
(0.28)
Downside Variance
0.6368
1.93
0.9587
2.55
0.5894
1.1
N/A
0.5169
0.0497
0.05
Standard Deviation
1.14
1.18
0.8283
1.65
0.636
1.19
N/A
0.7699
0.2061
0.2056
Kurtosis
10.35
(0.27)
(0.25)
(0.38)
0.0718
0.1592
N/A
6.81
(0.06)
0.0036
Potential Upside
1.58
1.84
1.38
2.77
0.9585
2.43
N/A
0.9562
0.3563
0.3445
Treynor Ratio
0.8555
0.0287
0.0416
(0.07)
0.0492
0.1077
N/A
0.0544
0.0335
0.0336
Maximum Drawdown
7.24
4.79
3.4
6.08
2.87
5.1
N/A
5.46
0.8646
0.8635
Variance
1.3
1.39
0.6861
2.71
0.4045
1.43
N/A
0.5927
0.0425
0.0423
Market Risk Adjusted Performance
0.8655
0.0387
0.0516
(0.06)
0.0592
0.1177
N/A
0.0644
0.0435
0.0436
Risk Adjusted Performance
0.107
0.0294
0.0412
0.0226
0.0488
0.0859
N/A
0.0467
0.0333
0.0333
Skewness
2.34
(0.37)
(0.33)
0.1848
(0.56)
0.2697
N/A
1.12
(0.26)
(0.29)
Semi Deviation
0.5799
1.24
0.8405
1.38
0.6879
0.9111
N/A
0.6252
0.1642
0.1652
Information Ratio
0.0726
(0.03)
(0.04)
(0.02)
(0.05)
0.0464
N/A
(0.04)
(0.30)
(0.30)
Value At Risk
(1.20)
(2.15)
(1.44)
(2.34)
(1.02)
(2.00)
N/A
(1.19)
(0.34)
(0.36)
Expected Short fall
(0.94)
(0.92)
(0.62)
(1.75)
(0.47)
(1.07)
N/A
(0.61)
(0.16)
(0.16)
Downside Deviation
0.798
1.39
0.9791
1.6
0.7677
1.05
N/A
0.7189
0.2228
0.2236
Semi Variance
0.3363
1.54
0.7064
1.89
0.4732
0.8302
N/A
0.3909
0.027
0.0273

Guinness Atkinson Competition Performance Charts

Five steps to successful analysis of Guinness Atkinson Competition

Guinness Atkinson'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 Guinness Atkinson Asia in relation to its competition. Guinness Atkinson's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Guinness Atkinson 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 Guinness Atkinson's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Guinness Atkinson Asia, 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 Guinness Atkinson position

In addition to having Guinness Atkinson 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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Video Games
Video Games Theme
Companies that are involved in the building and marketing of video games or gaming software. The Video Games theme has 22 constituents at this time.
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Other Information on Investing in Guinness Mutual Fund

Guinness Atkinson financial ratios help investors to determine whether Guinness 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 Guinness with respect to the benefits of owning Guinness Atkinson security.
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