Itau Total Competition

ITRI11 Fund   79.97  0.01  0.01%   
Itau Total Return competes with BTG Pactual; as well as few others. Analyzing Itau Total 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 Itau Total to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
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 Itau Total competition on your existing holdings.
  

Itau Total Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Itau Total 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 Itau 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 Itau Total Return does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
BTLG11ITRI11
KORE11NCHB11
LIFE11NCHB11
NCHB11ITRI11
BTLG11NCHB11
KORE11LIFE11
  
High negative correlations   
RBRM11BTLG11
RBRM11KORE11
RBRM11HGPO11
RBRM11LIFE11
RBRM11NCRI11
RBRM11NCHB11

Risk-Adjusted Indicators

There is a big difference between Itau Fund performing well and Itau Total 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 Itau Total'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
ITRI11  0.57 (0.14) 0.00  0.68  0.00 
 1.38 
 3.97 
FISC11  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
NCHB11  0.69 (0.11) 0.00  1.02  0.00 
 1.54 
 6.83 
NCRI11  1.69 (0.04) 0.00  1.29  0.00 
 4.40 
 11.93 
LIFE11  0.84 (0.19) 0.00 (0.23) 0.00 
 1.50 
 6.84 
HGPO11  1.84 (0.99) 0.00 (0.75) 0.00 
 1.11 
 63.08 
KORE11  1.15 (0.23) 0.00  0.83  0.00 
 2.12 
 9.02 
BTLG11  0.53 (0.11) 0.00  2.17  0.00 
 0.98 
 4.73 
RBRM11  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 

Itau Total Competitive Analysis

The better you understand Itau Total competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Itau Total'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 Itau Total'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
ITRI11 NCHB11 NCRI11 LIFE11 HGPO11 KORE11 BTLG11
 0.01 
 79.97 
Itau
 0.48 
 8.31 
Real
 1.69 
 8.40 
NAVI
 3.02 
 9.55 
LIFE
 0.35 
 122.55 
Cshg
 0.68 
 82.99 
Kinea
 1.17 
 95.00 
BTG
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Price To Book
Price To Sales
Last Dividend Paid
Price To Earning
Beta
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Information Ratio
Value At Risk

Itau Total Competition Performance Charts

Five steps to successful analysis of Itau Total Competition

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

In addition to having Itau Total 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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Small Growth Funds
Small Growth Funds Theme
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 46 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 Small Growth Funds Theme or any other thematic opportunities.
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