Pinnacle Sherman Competition

IPSHX Fund

USD 14.63 0.04 0.27%

Pinnacle Sherman Multi competes with Eip Growth, Growth Fund, Ancora/thelen Small-mid, Small-midcap Dividend, and L Abbett; as well as few others. The fund is listed under Tactical Allocation category and is part of Pinnacle family. Analyzing Pinnacle Sherman 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 Pinnacle Sherman to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pinnacle Sherman Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Pinnacle Sherman competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
13.87	14.63	15.39

Details

Intrinsic

Valuation

Low	Real	High
14.22	14.98	15.74

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Pinnacle Sherman. Your research has to be compared to or analyzed against Pinnacle Sherman's peers to derive any actionable benefits. When done correctly, Pinnacle Sherman's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Pinnacle Sherman Multi.

Pinnacle Sherman Competition Correlation Matrix

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

	EIPIX	RGABX	AATSX	PMDDX	LGLSX	MSSGX	WPASX
EIPIX		0.88	0.94	0.92	0.94	0.95	0.73	EIPIX
RGABX	0.88		0.91	0.89	0.95	0.86	0.88	RGABX
AATSX	0.94	0.91		0.95	0.92	0.94	0.84	AATSX
PMDDX	0.92	0.89	0.95		0.94	0.95	0.79	PMDDX
LGLSX	0.94	0.95	0.92	0.94		0.95	0.78	LGLSX
MSSGX	0.95	0.86	0.94	0.95	0.95		0.73	MSSGX
WPASX	0.73	0.88	0.84	0.79	0.78	0.73		WPASX
	EIPIX	RGABX	AATSX	PMDDX	LGLSX	MSSGX	WPASX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Pinnacle Mutual Fund performing well and Pinnacle Sherman 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 Pinnacle Sherman'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
EIPIX	0.57	0.14	0.10	0.43	0.43	(0.68)	1.26	(0.98)	2.96
RGABX	0.65	0.01	0.01	0.13	0.86	(0.67)	1.34	(1.66)	4.40
AATSX	0.79	0.05	0.07	0.16	0.75	(0.87)	2.10	(1.37)	4.86
PMDDX	0.72	0.12	0.02	1.58	0.66	(0.86)	1.61	(1.31)	5.22
LGLSX	0.90	0.25	0.10	2.79	1.07	(0.93)	2.65	(1.69)	5.57
MSSGX	1.48	0.52	0.26	5.29	1.17	(1.78)	3.46	(2.26)	7.23
WPASX	0.59	0.00	(0.03)	0.11	0.71	(0.64)	1.27	(1.15)	4.06

Unable to evaluate fundamental data of [EIPIX, RGABX, AATSX, PMDDX, LGLSX, MSSGX, WPASX] at this time. Please try again later

All Fundamental Data

Pinnacle Sherman Competitive Analysis

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

	IPSHX	EIPIX	RGABX	AATSX	PMDDX	LGLSX	MSSGX	WPASX
	0.27 14.63 Pinnacle	0.40 19.94 Eip	0.45 73.52 GROWTH	0.22 22.67 Ancora/thelen	0.68 20.57 Small-midcap	0.74 47.86 LGLSX	1.40 16.19 Small	0.22 59.77 WPASX
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)	Good	Solid	Good	Good	OK	Solid	Solid	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Under 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)	Buy	Strong Buy	Strong Hold	Buy	Strong Hold	Strong Buy	Strong Buy	Strong Hold
Net Asset	32.77 M	148.81 M	199.41 B	145.94 M	1.28 B	4.14 B	446.7 M	1.15 B
Minimum Initial Investment	1000 K	N/A	N/A	1.5 M	N/A	N/A	N/A	N/A
Price To Book	N/A	N/A	3.24 X	1.43 X	N/A	N/A	3.16 X	6.20 X
Five Year Return	9.92 %	14.14 %	15.20 %	13.28 %	8.83 %	19.00 %	15.22 %	11.31 %
One Year Return	25.91 %	38.52 %	36.82 %	38.94 %	32.04 %	51.84 %	65.18 %	23.01 %
Last Dividend Paid	0.1	0.13	N/A	0.09	0.03	N/A	N/A	N/A
Price To Earning	N/A	N/A	2.20 X	19.13 X	N/A	N/A	47.34 X	25.39 X
Price To Sales	N/A	N/A	1.91 X	0.41 X	N/A	N/A	2.12 X	3.31 X
Cash Position Weight	2.96 %	(4.06) %	6.77 %	1.57 %	1.90 %	N/A	1.75 %	1.10 %
Equity Positions Weight	97.04 %	100.82 %	92.60 %	98.43 %	98.10 %	100.00 %	94.27 %	98.90 %
Three Year Return	4.10 %	19.68 %	5.58 %	8.75 %	7.28 %	3.38 %	(9.82) %	2.18 %
Annual Yield	N/A	0.03 %	N/A	0.01 %	0.01 %	N/A	N/A	0 %
Year To Date Return	19.21 %	36.41 %	28.38 %	26.98 %	19.48 %	46.36 %	31.85 %	15.29 %
Ten Year Return	N/A	7.34 %	12.89 %	N/A	N/A	N/A	14.56 %	14.42 %
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	14.63	19.94	73.52	22.67	20.57	47.86	16.19	59.77
Period Momentum Indicator	(0.04)	0.08	(0.33)	0.05	(0.14)	0.35	(0.23)	(0.13)
Rate Of Daily Change	1.0	1.0	1.0	1.0	0.99	1.01	0.99	1.0
Day Median Price	14.63	19.94	73.52	22.67	20.57	47.86	16.19	59.77
Price Action Indicator	(0.02)	0.04	(0.16)	0.025	(0.07)	0.18	(0.12)	(0.07)
Coefficient Of Variation	529.24	368.12	696.02	548.14	675.76	480.47	341.62	768.36
Mean Deviation	0.549	0.5727	0.6545	0.7881	0.7202	0.8972	1.48	0.5869
Jensen Alpha	0.0325	0.1398	0.0117	0.0494	0.1237	0.2507	0.5214	(0)
Total Risk Alpha	0.019	0.0794	(0.02)	0.0243	(0.01)	0.0651	0.2537	(0.03)
Sortino Ratio	0.0246	0.1033	0.0063	0.0702	0.0222	0.0972	0.2635	(0.03)
Downside Variance	0.4997	0.5314	1.08	1.03	0.6624	2.26	2.51	0.6977
Standard Deviation	0.7556	0.7386	0.9179	1.08	0.9693	1.3	1.86	0.7821
Kurtosis	3.73	0.1582	1.85	1.18	3.95	1.86	(0.15)	1.67
Potential Upside	1.13	1.26	1.34	2.1	1.61	2.65	3.46	1.27
Treynor Ratio	0.1528	0.4326	0.1276	0.1569	1.58	2.79	5.29	0.1139
Maximum Drawdown	3.97	2.96	4.4	4.86	5.22	5.57	7.23	4.06
Variance	0.5709	0.5455	0.8426	1.16	0.9395	1.7	3.44	0.6116
Market Risk Adjusted Performance	0.1628	0.4426	0.1376	0.1669	1.59	2.8	5.3	0.1239
Risk Adjusted Performance	0.1446	0.2078	0.1117	0.1427	0.1155	0.1636	0.2302	0.0999
Skewness	0.2281	(0.0008)	(0.51)	0.4163	0.9982	(0.40)	0.1553	(0.56)
Semi Deviation	0.4535	0.4298	0.8554	0.7543	0.6593	1.07	1.17	0.709
Information Ratio	0.023	0.1019	0.0071	0.066	0.0186	0.112	0.2251	(0.03)
Value At Risk	(0.98)	(0.98)	(1.66)	(1.37)	(1.31)	(1.69)	(2.26)	(1.15)
Expected Short fall	(0.68)	(0.68)	(0.67)	(0.87)	(0.86)	(0.93)	(1.78)	(0.64)
Downside Deviation	0.7069	0.729	1.04	1.01	0.8139	1.5	1.59	0.8353
Semi Variance	0.2057	0.1847	0.7316	0.569	0.4347	1.14	1.36	0.5027

Pinnacle Sherman Competition Performance Charts

Five steps to successful analysis of Pinnacle Sherman Competition

Pinnacle Sherman'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 Pinnacle Sherman Multi in relation to its competition. Pinnacle Sherman's competition analysis typically involves several steps, including:

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

In addition to having Pinnacle Sherman 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 Pinnacle Mutual Fund

Pinnacle Sherman financial ratios help investors to determine whether Pinnacle 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 Pinnacle with respect to the benefits of owning Pinnacle Sherman security.

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