Jacob Small Competition

JSCGX Fund

USD 23.50 0.38 1.64%

Jacob Small Cap competes with ProShares Ultra, Telecommunications, Bitwise Funds, Woman In, and Innovator ETFs; as well as few others. The fund is listed under Small Growth category and is part of Jacob family. Analyzing Jacob Small 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 Jacob Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jacob Small Correlation with its peers.

Jacob Small vs WisdomTree Asia Correlation

Excellent diversification

The correlation between Jacob Small Cap and WDAF is -0.59 (i.e., Excellent diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Jacob Small Cap and WDAF in the same portfolio, assuming nothing else is changed.

Moving together with Jacob Mutual Fund

0.95	JAMFX	Jacob Internet	Pair Corr
0.98	JSIGX	Jacob Small Cap	Pair Corr
0.82	JMCGX	Jacob Micro Cap	Pair Corr
0.8	JMIGX	Jacob Micro Cap	Pair Corr

Moving against Jacob Mutual Fund

0.72	GAAKX	Gmo Alternative Allo	Pair Corr
0.72	GAAGX	Gmo Alternative Allo	Pair Corr
0.51	GPMFX	Guidepath Managed Futures	Pair Corr
0.34	GPBFX	Gmo E Plus	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
21.87	23.50	25.13

Details

Intrinsic

Valuation

Low	Real	High
20.98	22.61	24.24

Details

Naive

Forecast

Low	Next	High
22.50	24.13	25.77

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
3.77	23.42	24.41

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Jacob Small. Your research has to be compared to or analyzed against Jacob Small's peers to derive any actionable benefits. When done correctly, Jacob Small'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 Jacob Small Cap.

Jacob Small Competition Correlation Matrix

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

	NVDB	RYMIX	ICOI	GWILX	EBUF	TOPC	CUSRX	RYRHX	WDAF
NVDB		0.23	-0.04	-0.17	0.34	0.32	-0.05	0.16	0.25	NVDB
RYMIX	0.23		-0.86	-0.64	0.89	0.76	0.63	0.78	0.8	RYMIX
ICOI	-0.04	-0.86		0.58	-0.75	-0.45	-0.44	-0.52	-0.73	ICOI
GWILX	-0.17	-0.64	0.58		-0.71	-0.66	-0.52	-0.62	-0.63	GWILX
EBUF	0.34	0.89	-0.75	-0.71		0.84	0.75	0.86	0.93	EBUF
TOPC	0.32	0.76	-0.45	-0.66	0.84		0.83	0.92	0.71	TOPC
CUSRX	-0.05	0.63	-0.44	-0.52	0.75	0.83		0.94	0.74	CUSRX
RYRHX	0.16	0.78	-0.52	-0.62	0.86	0.92	0.94		0.81	RYRHX
WDAF	0.25	0.8	-0.73	-0.63	0.93	0.71	0.74	0.81		WDAF
	NVDB	RYMIX	ICOI	GWILX	EBUF	TOPC	CUSRX	RYRHX	WDAF

High positive correlations

RYRHX	+ 0.94	CUSRX
WDAF	+ 0.93	EBUF
RYRHX	+ 0.92	TOPC
EBUF	+ 0.89	RYMIX
RYRHX	+ 0.86	EBUF
TOPC	+ 0.84	EBUF

High negative correlations

ICOI	- 0.86	RYMIX
EBUF	- 0.75	ICOI
WDAF	- 0.73	ICOI
EBUF	- 0.71	GWILX
TOPC	- 0.66	GWILX
GWILX	- 0.64	RYMIX

Risk-Adjusted Indicators

There is a big difference between Jacob Mutual Fund performing well and Jacob Small 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 Jacob Small'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
NVDB	3.08	(0.02)	0.01	0.09	3.90	(3.21)	5.88	(6.51)	20.06
RYMIX	0.77	0.25	0.19	0.42	0.69	(0.91)	1.83	(1.39)	4.93
ICOI	2.45	(0.60)	0.00	(0.13)	0.00	0.00	5.27	(4.96)	17.29
GWILX	1.65	(0.83)	0.00	(0.55)	0.00	0.00	1.61	(1.71)	50.83
EBUF	0.18	0.04	(0.18)	0.38	0.00	(0.19)	0.46	(0.31)	1.13
TOPC	0.54	0.01	(0.01)	0.11	0.62	(0.55)	1.22	(1.23)	3.25
CUSRX	1.16	0.00	0.04	0.10	1.20	(1.35)	2.91	(2.61)	7.65
RYRHX	0.91	0.08	0.08	0.17	0.85	(1.04)	1.97	(1.79)	5.62
WDAF	1.23	0.20	0.12	0.41	1.10	(1.38)	3.73	(2.13)	7.93

Jacob Small Competitive Analysis

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

	JSCGX	NVDB	RYMIX	ICOI	GWILX	EBUF	TOPC	CUSRX	RYRHX	WDAF
	1.64 23.50 Jacob	3.00 29.88 ProShares	0.28 77.64 Telecommunications	5.00 13.24 Bitwise	0.12 8.53 Woman	0.07 29.38 Innovator	0.82 31.82 IShares	0.29 13.70 Cullen	1.51 63.29 Russell	0.79 34.46 WisdomTree
Market Volatility (90 Days Market Risk)	Very steady	Not too volatile	Very steady	Somewhat reliable	Slightly risky	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weakest	Mild	Solid	Weakest	Weakest	Solid	Mild	Weak	Fair	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Fair	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Under Valued	Under Valued	Under Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Over 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 Sell	Strong Sell	Strong Buy	Cautious Hold	Strong Hold	Strong Sell	Strong Hold	Strong Hold	Hold	Strong Hold
Net Asset	10.27 M	N/A	4.82 M	N/A	20.03 M	N/A	N/A	10.1 M	16.03 M	N/A
Price To Book	1.84	N/A	2.37	N/A	2.34	N/A	N/A	1.32	1.87	N/A
Five Year Return	-10.66	N/A	7.83	N/A	8.17	N/A	N/A	3.35	2.87	N/A
One Year Return	3.75	N/A	42.14	N/A	1.17	11.6	N/A	5.1	16.88	N/A
Last Dividend Paid	N/A	N/A	1.15	N/A	0.06	N/A	N/A	0.01	0.01	N/A
Price To Earning	41.06	N/A	21.28	N/A	16.15	N/A	N/A	16.17	20.75	N/A
Price To Sales	1.54	N/A	1.76	N/A	0.95	N/A	N/A	0.72	1.11	N/A
Cash Position Weight	0.18	N/A	0.71	N/A	0.63	N/A	N/A	5.54	29.88	N/A
Equity Positions Weight	99.82	N/A	99.43	N/A	99.37	N/A	N/A	94.46	76.43	N/A
Three Year Return	10.16	N/A	19.73	N/A	11.71	N/A	N/A	2.17	11.41	N/A
Annual Yield	N/A	N/A	0.008	N/A	0.0058	N/A	0.0079	0.0078	0.0062	N/A
Year To Date Return	1.06	N/A	13.79	N/A	1.04	N/A	N/A	3.48	7.43	N/A
Ten Year Return	8.36	N/A	4.97	N/A	N/A	N/A	N/A	3.21	7.48	N/A
Day Typical Price	23.5	29.93	77.64	13.09	8.53	29.39	31.82	13.7	63.29	34.42
Accumulation Distribution	N/A	0.0276	N/A	980.86	N/A	7.12	0.22	N/A	N/A	0.0072
Market Facilitation Index	N/A	0.84	N/A	0.0	N/A	0.0	0.0	N/A	N/A	0.25
Daily Balance Of Power	9.2 T	1.035714	9.2 T	1.369565	9.2 T	0.5	26.0	9.2 T	9.2 T	1.08
Period Momentum Indicator	0.38	0.87	0.22	0.63	0.01	0.02	0.26	0.04	0.94	0.27
Rate Of Daily Change	1.02	1.03	1.0	1.05	1.0	1.0	1.01	1.0	1.02	1.01
Day Median Price	23.5	29.96	77.64	13.02	8.53	29.39	31.83	13.7	63.29	34.4
Price Action Indicator	0.19	0.35	0.11	0.54	0.005	N/A	0.13	0.02	0.47	0.2
Relative Strength Index	27.6	54.21	78.07	30.57	29.25	69.0	55.23	59.0	57.62	58.33
Coefficient Of Variation	(992.64)	3126.3	316.64	(1,071)	(874.84)	399.99	725.25	972.59	594.51	583.94
Mean Deviation	1.36	3.08	0.7714	2.45	1.65	0.1761	0.5407	1.16	0.906	1.23
Jensen Alpha	(0.19)	(0.02)	0.2468	(0.60)	(0.83)	0.038	0.0059	(0)	0.0779	0.2033
Total Risk Alpha	(0.40)	(0.40)	0.1871	(0.80)	(1.47)	0.0198	(0)	(0.05)	0.0358	0.0595
Sortino Ratio	N/A	0.0051	0.1914	N/A	N/A	(0.18)	(0.01)	0.0374	0.077	0.1221
Downside Variance	N/A	15.88	1.36	N/A	N/A	0.0685	0.6364	1.91	1.22	1.92
Standard Deviation	1.71	4.05	1.05	3.58	6.03	0.2454	0.7057	1.56	1.15	1.62
Kurtosis	(0.06)	2.09	1.66	2.85	62.42	0.7329	0.5138	0.5401	0.2348	0.6413
Potential Upside	2.72	5.88	1.83	5.27	1.61	0.4623	1.22	2.91	1.97	3.73
Treynor Ratio	(6.49)	0.0855	0.4228	(0.13)	(0.55)	0.3821	0.1061	0.0981	0.1716	0.4089
Maximum Drawdown	8.23	20.06	4.93	17.29	50.83	1.13	3.25	7.65	5.62	7.93
Variance	2.93	16.38	1.11	12.8	36.4	0.0602	0.498	2.44	1.33	2.64
Market Risk Adjusted Performance	(6.48)	0.0955	0.4328	(0.12)	(0.54)	0.3921	0.1161	0.1081	0.1816	0.4189
Risk Adjusted Performance	(0.07)	0.0327	0.246	(0.06)	(0.08)	0.1712	0.1053	0.0843	0.1329	0.1372
Skewness	(0.22)	0.4061	(0.43)	0.5653	(7.79)	0.0588	(0.34)	0.2975	0.2767	0.5641
Semi Deviation	N/A	3.9	0.6921	N/A	N/A	0.0	0.6228	1.2	0.852	1.1
Information Ratio	(0.16)	0.0051	0.2122	(0.12)	(0.13)	(0.19)	(0.02)	0.0331	0.0737	0.1042
Value At Risk	(2.79)	(6.51)	(1.39)	(4.96)	(1.71)	(0.31)	(1.23)	(2.61)	(1.79)	(2.13)
Expected Short fall	N/A	(3.21)	(0.91)	N/A	N/A	(0.19)	(0.55)	(1.35)	(1.04)	(1.38)
Downside Deviation	N/A	3.98	1.17	N/A	N/A	0.2616	0.7977	1.38	1.1	1.39
Semi Variance	N/A	15.25	0.479	N/A	N/A	(0.02)	0.3878	1.44	0.7259	1.2

Jacob Small Competition Performance Charts

Five steps to successful analysis of Jacob Small Competition

Jacob Small'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 Jacob Small Cap in relation to its competition. Jacob Small's competition analysis typically involves several steps, including:

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

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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Gold ETFs theme has 23 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 Gold ETFs Theme or any other thematic opportunities.

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Jacob Small financial ratios help investors to determine whether Jacob 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 Jacob with respect to the benefits of owning Jacob Small security.

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Jacob Small Competition

Jacob Small vs WisdomTree Asia Correlation

Excellent diversification

Moving together with Jacob Mutual Fund

Moving against Jacob Mutual Fund

Specify up to 10 symbols:

Jacob Small Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Jacob Small Competitive Analysis

Jacob Small Competition Performance Charts

Five steps to successful analysis of Jacob Small Competition

Complement your Jacob Small position

Did You Try This Idea?

Run Gold ETFs Thematic Idea Now

Gold ETFs

Other Information on Investing in Jacob Mutual Fund

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