Im Dolan Competition

IDMIX Fund

USD 10.09 0.02 0.20%

Im Dolan Mceniry competes with Blue Chip, Crafword Dividend, Riverpark/next Century, Champlain Mid, and Ab Concentrated; as well as few others. The fund is listed under Corporate Bond category and is part of iM Global Partner Fund Management family. Analyzing Im Dolan 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 Im Dolan to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Im Dolan Correlation with its peers.

Im Dolan vs Qs Growth Correlation

Very poor diversification

The correlation between Im Dolan Mceniry and LANIX is 0.8 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Im Dolan Mceniry and LANIX in the same portfolio, assuming nothing else is changed.

Moving together with IDMIX Mutual Fund

0.83	PFSVX	Imgp Sbh Focused	Pair Corr
0.91	MAHIX	Litman Gregory Masters	Pair Corr
0.68	MSEFX	Litman Gregory Masters	Pair Corr
0.83	MSILX	Litman Gregory Masters	Pair Corr

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Hype

Prediction

Low	Estimated	High
9.95	10.09	10.23

Details

Intrinsic

Valuation

Low	Real	High
9.12	9.26	11.10

Details

Im Dolan Competition Correlation Matrix

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

	JIBCX	CDGCX	RPNCX	FFCGX	CIPMX	WPASX	VASGX	LANIX
JIBCX		0.73	0.74	0.73	0.86	0.84	0.72	0.81	JIBCX
CDGCX	0.73		0.86	0.95	0.82	0.67	0.94	0.89	CDGCX
RPNCX	0.74	0.86		0.91	0.73	0.68	0.91	0.92	RPNCX
FFCGX	0.73	0.95	0.91		0.78	0.67	1.0	0.97	FFCGX
CIPMX	0.86	0.82	0.73	0.78		0.85	0.76	0.78	CIPMX
WPASX	0.84	0.67	0.68	0.67	0.85		0.65	0.74	WPASX
VASGX	0.72	0.94	0.91	1.0	0.76	0.65		0.97	VASGX
LANIX	0.81	0.89	0.92	0.97	0.78	0.74	0.97		LANIX
	JIBCX	CDGCX	RPNCX	FFCGX	CIPMX	WPASX	VASGX	LANIX

Risk-Adjusted Indicators

There is a big difference between IDMIX Mutual Fund performing well and Im Dolan 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 Im Dolan'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
JIBCX	0.92	(0.02)	(0.02)	0.04	1.16	(0.94)	1.54	(2.02)	14.24
CDGCX	0.53	0.09	0.10	0.22	0.41	(0.62)	1.10	(0.96)	6.40
RPNCX	1.28	(0.02)	0.00	0.04	1.66	(1.43)	2.47	(2.85)	7.14
FFCGX	0.57	0.04	0.03	0.11	0.70	(0.57)	1.03	(1.46)	3.74
CIPMX	1.09	0.25	0.24	0.49	0.59	(1.46)	1.86	(1.54)	23.97
WPASX	0.81	(0.03)	(0.02)	0.03	0.96	(0.88)	1.39	(1.73)	12.69
VASGX	0.45	0.02	0.00	0.10	0.51	(0.49)	0.91	(1.02)	2.75
LANIX	0.53	(0.02)	(0.05)	0.03	0.72	(0.53)	0.97	(1.39)	3.44

Im Dolan Competitive Analysis

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

	IDMIX	JIBCX	CDGCX	RPNCX	FFCGX	CIPMX	WPASX	VASGX	LANIX
	0.20 10.09 IDMIX	0.75 60.65 BLUE	0.40 15.05 Crafword	0.81 12.51 Riverpark/next	0.28 50.10 FFCGX	0.73 19.30 Champlain	0.15 47.45 WPASX	0.21 52.48 VANGUARD	0.16 18.35 LANIX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Mild	Good	Fair	Good	Fair	Mild	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Fair	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Hold	Strong Buy	Hold	Buy	Strong Buy	Hold	Strong Hold	Strong Hold
Net Asset	81.59 M	3.92 B	46.54 M	14.11 M	N/A	2.78 B	636.41 M	25.6 B	943.71 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	10 K	N/A	3 K	1000 K
Price To Book	N/A	4.05	3.17	N/A	N/A	2.93	6.2	1.97	2.0
Five Year Return	1.9	9.34	8.05	N/A	N/A	1.24	4.31	8.76	9.57
One Year Return	7.27	8.87	9.48	N/A	N/A	-1.78	-0.61	19.45	15.26
Last Dividend Paid	0.01	N/A	0.01	N/A	N/A	N/A	N/A	0.09	N/A
Price To Earning	N/A	24.65	19.8	N/A	N/A	22.27	25.39	17.56	16.55
Price To Sales	N/A	2.46	2.35	N/A	N/A	2.14	3.31	1.38	1.19
Cash Position Weight	0.46	0.61	1.08	N/A	N/A	2.97	1.1	4.64	13.82
Equity Positions Weight	N/A	99.2	98.92	N/A	N/A	97.03	98.9	76.55	76.2
Three Year Return	6.03	27.36	9.31	N/A	N/A	4.67	7.37	15.93	15.99
Annual Yield	0.0439	N/A	0.0019	N/A	N/A	N/A	N/A	0.0218	0.0148
Year To Date Return	0.63	1.11	3.0	N/A	N/A	1.93	0.52	3.35	2.71
Bond Positions Weight	5.1	N/A	N/A	N/A	N/A	N/A	N/A	18.48	8.05
Ten Year Return	N/A	16.78	8.16	N/A	N/A	14.39	14.42	8.76	7.79
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	10.09	60.65	15.05	12.51	50.1	19.3	47.45	52.48	18.35
Period Momentum Indicator	0.02	(0.46)	0.06	0.1	0.14	0.14	0.07	0.11	0.03
Rate Of Daily Change	1.0	0.99	1.0	1.01	1.0	1.01	1.0	1.0	1.0
Day Median Price	10.09	60.65	15.05	12.51	50.1	19.3	47.45	52.48	18.35
Price Action Indicator	0.01	(0.23)	0.03	0.05	0.07	0.07	0.035	0.055	0.015
Coefficient Of Variation	568.42	3972.39	625.05	2534.07	813.52	958.03	3344.36	868.48	2096.2
Mean Deviation	0.1067	0.9217	0.5261	1.28	0.5663	1.09	0.8104	0.4499	0.5316
Jensen Alpha	0.0133	(0.02)	0.088	(0.02)	0.038	0.252	(0.03)	0.022	(0.02)
Total Risk Alpha	0.004	(0.1)	0.0604	(0.07)	0.0265	0.0758	(0.08)	0.0142	(0.03)
Sortino Ratio	(0.32)	(0.02)	0.0972	(0)	0.0259	0.2438	(0.02)	(0)	(0.05)
Downside Variance	0.02	1.48	0.4008	3.19	0.7379	0.871	0.9948	0.4266	0.6366
Standard Deviation	0.1382	1.76	0.8216	1.71	0.75	2.85	1.56	0.5918	0.6973
Kurtosis	1.53	29.58	13.69	0.7068	0.4574	52.19	31.7	0.5284	0.6165
Potential Upside	0.2012	1.54	1.1	2.47	1.03	1.86	1.39	0.9076	0.9681
Treynor Ratio	0.8421	0.0411	0.2174	0.0432	0.1115	0.486	0.0347	0.0964	0.0325
Maximum Drawdown	0.6014	14.24	6.4	7.14	3.74	23.97	12.69	2.75	3.44
Variance	0.0191	3.1	0.6751	2.92	0.5625	8.12	2.44	0.3502	0.4862
Market Risk Adjusted Performance	0.8521	0.0511	0.2274	0.0532	0.1215	0.496	0.0447	0.1064	0.0425
Risk Adjusted Performance	0.0936	0.0257	0.1293	0.0371	0.0984	0.0914	0.029	0.0893	0.0369
Skewness	0.7398	4.45	2.44	(0.24)	(0.25)	6.84	4.66	(0.30)	(0.35)
Semi Deviation	0.0	1.16	0.4144	1.66	0.7002	0.5917	0.9573	0.5131	0.7193
Information Ratio	(0.33)	(0.01)	0.0749	(0)	0.0297	0.0798	(0.01)	(0)	(0.05)
Value At Risk	(0.20)	(2.02)	(0.96)	(2.85)	(1.46)	(1.54)	(1.73)	(1.02)	(1.39)
Expected Short fall	(0.15)	(0.94)	(0.62)	(1.43)	(0.57)	(1.46)	(0.88)	(0.49)	(0.53)
Downside Deviation	0.1413	1.22	0.6331	1.79	0.859	0.9332	0.9974	0.6531	0.7979
Semi Variance	(0.01)	1.34	0.1717	2.74	0.4902	0.3502	0.9165	0.2632	0.5174

Im Dolan Competition Performance Charts

Five steps to successful analysis of Im Dolan Competition

Im Dolan'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 Im Dolan Mceniry in relation to its competition. Im Dolan's competition analysis typically involves several steps, including:

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

In addition to having Im Dolan 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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Other Information on Investing in IDMIX Mutual Fund

Im Dolan financial ratios help investors to determine whether IDMIX 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 IDMIX with respect to the benefits of owning Im Dolan security.

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