Kopernik Global Competition

KGGAX Fund

USD 17.43 0.04 0.23%

Kopernik Global All competes with Boston Partners, Lord Abbett, Royce Special, Valic Company, and Foundry Partners; as well as few others. The fund is listed under Foreign Small/Mid Value category and is part of Kopernik family. Analyzing Kopernik Global 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 Kopernik Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Kopernik Global Correlation with its peers.

Kopernik Global vs Goldman Sachs Correlation

Very poor diversification

The correlation between Kopernik Global All Cap and GSXPX is 0.89 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Kopernik Global All Cap and GSXPX in the same portfolio, assuming nothing else is changed.

Moving together with Kopernik Mutual Fund

0.99	KGGIX	Kopernik Global All	Pair Corr
0.99	KGIIX	Kopernik International	Pair Corr
0.99	KGIRX	Kopernik International	Pair Corr
0.95	DISVX	Dfa International Small	Pair Corr

Moving against Kopernik Mutual Fund

0.57

GABFX

Gmo Asset Allocation

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
15.69	25.01	26.76

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Intrinsic

Valuation

Low	Real	High
16.05	17.80	19.55

Details

Naive

Forecast

Low	Next	High
15.84	17.59	19.33

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
15.10	16.30	17.50

Details

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

Kopernik Global Competition Correlation Matrix

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

	BPSCX	LRSOX	RSEFX	VVSCX	DRSVX	WBVNX	PCSVX	GSXPX
BPSCX		0.95	0.98	0.91	0.94	0.95	0.97	0.96	BPSCX
LRSOX	0.95		0.92	0.93	0.95	0.98	0.97	0.95	LRSOX
RSEFX	0.98	0.92		0.89	0.92	0.93	0.95	0.96	RSEFX
VVSCX	0.91	0.93	0.89		0.99	0.97	0.97	0.98	VVSCX
DRSVX	0.94	0.95	0.92	0.99		0.97	0.98	0.99	DRSVX
WBVNX	0.95	0.98	0.93	0.97	0.97		0.97	0.98	WBVNX
PCSVX	0.97	0.97	0.95	0.97	0.98	0.97		0.98	PCSVX
GSXPX	0.96	0.95	0.96	0.98	0.99	0.98	0.98		GSXPX
	BPSCX	LRSOX	RSEFX	VVSCX	DRSVX	WBVNX	PCSVX	GSXPX

Risk-Adjusted Indicators

There is a big difference between Kopernik Mutual Fund performing well and Kopernik Global 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 Kopernik Global'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
BPSCX	0.82	0.14	0.14	0.23	0.62	(0.89)	2.30	(1.57)	8.57
LRSOX	0.86	0.15	0.11	0.49	0.76	(1.02)	2.44	(1.52)	6.99
RSEFX	0.87	0.18	0.28	0.22	0.23	(1.16)	1.83	(1.17)	15.42
VVSCX	0.79	0.10	0.10	0.17	0.74	(0.93)	1.86	(1.28)	4.55
DRSVX	0.73	0.06	0.07	0.13	0.72	(0.85)	1.83	(1.37)	4.30
WBVNX	0.71	0.15	0.12	0.51	0.60	(0.80)	2.14	(1.13)	4.46
PCSVX	0.77	0.12	0.13	0.19	0.64	(0.91)	2.29	(1.17)	4.65
GSXPX	0.87	0.12	0.14	0.17	0.73	(1.03)	2.27	(1.57)	6.09

Kopernik Global Competitive Analysis

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

	KGGAX	BPSCX	LRSOX	RSEFX	VVSCX	DRSVX	WBVNX	PCSVX	GSXPX
	0.23 17.43 Kopernik	0.63 25.11 Boston	0.73 21.62 Lord	0.47 14.81 Royce	0.63 14.28 Valic	0.1 20.10 Foundry	0.09 31.61 William	0.38 18.42 Pace	0.14 64.31 GOLDMAN
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Good	Good	Good	Good	Good	Solid	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under 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)	Hold	Strong Buy	Buy	Strong Buy	Strong Buy	Buy	Buy	Strong Buy	Strong Buy
Net Asset	3.05 B	695.26 M	1.15 B	432.33 M	488.09 M	238.21 M	1.14 B	529.44 M	429.04 M
Minimum Initial Investment	N/A	2.5 K	N/A	N/A	N/A	N/A	2.5 K	10 K	N/A
Price To Book	0.64	1.55	N/A	1.76	N/A	1.43	N/A	1.49	N/A
Five Year Return	16.44	8.7	6.91	6.38	N/A	9.45	N/A	6.68	11.11
One Year Return	77.46	9.41	4.13	9.56	N/A	8.4	N/A	7.47	19.41
Last Dividend Paid	N/A	0.08	N/A	0.24	0.1	0.16	N/A	0.14	N/A
Price To Earning	10.69	15.42	N/A	18.74	N/A	2.09	N/A	17.55	N/A
Price To Sales	0.72	0.71	N/A	1.0	N/A	0.68	N/A	1.11	N/A
Cash Position Weight	5.93	1.79	N/A	19.78	2.64	4.26	1.5	3.81	1.44
Equity Positions Weight	87.51	98.21	100.0	80.21	97.36	95.74	98.5	96.19	98.56
Three Year Return	24.15	11.84	11.03	6.6	N/A	9.38	N/A	8.44	14.72
Annual Yield	0.0539	0.0058	0.0039	0.0193	0.0158	0.0097	0.0053	0.005	0.0143
Year To Date Return	11.19	4.03	6.16	4.91	N/A	4.3	N/A	7.77	8.21
Ten Year Return	N/A	6.24	5.64	6.62	N/A	5.7	N/A	7.1	7.31
Day Typical Price	17.43	25.11	21.62	14.81	14.28	20.1	31.61	18.42	64.31
Daily Balance Of Power	9.2 T	0	0	0	0	0	0	0	9.2 T
Period Momentum Indicator	0.04	(0.16)	(0.16)	(0.07)	(0.09)	(0.02)	(0.03)	(0.07)	0.09
Rate Of Daily Change	1.0	0.99	0.99	1.0	0.99	1.0	1.0	1.0	1.0
Day Median Price	17.43	25.11	21.62	14.81	14.28	20.1	31.61	18.42	64.31
Price Action Indicator	0.02	(0.08)	(0.08)	(0.04)	(0.04)	(0.01)	(0.01)	(0.04)	0.045
Relative Strength Index	83.32	60.7	61.21	65.7	60.85	63.02	61.97	61.69	64.34
Coefficient Of Variation	361.71	594.29	669.21	683.27	572.18	679.72	541.52	532.3	554.14
Mean Deviation	0.799	0.8167	0.8555	0.8653	0.793	0.7279	0.7087	0.7712	0.8749
Jensen Alpha	0.4368	0.1444	0.1477	0.1847	0.0984	0.0638	0.1464	0.1156	0.1224
Total Risk Alpha	0.2947	0.086	0.0574	0.0906	0.0729	0.0414	0.0781	0.0862	0.0926
Sortino Ratio	0.5579	0.1449	0.1078	0.2812	0.1025	0.0692	0.1177	0.1277	0.1367
Downside Variance	0.4701	0.9115	0.9083	0.5167	0.9555	0.8377	0.7275	0.7892	0.9777
Standard Deviation	1.67	1.29	1.22	1.92	1.03	0.9691	0.9723	1.03	1.19
Kurtosis	39.29	10.73	3.0	42.7	0.3099	0.7862	0.9491	0.2095	2.0
Potential Upside	1.74	2.3	2.44	1.83	1.86	1.83	2.14	2.29	2.27
Treynor Ratio	2.09	0.2274	0.4901	0.2168	0.1651	0.1335	0.506	0.1885	0.1726
Maximum Drawdown	13.42	8.57	6.99	15.42	4.55	4.3	4.46	4.65	6.09
Variance	2.79	1.67	1.48	3.7	1.05	0.9392	0.9454	1.05	1.41
Market Risk Adjusted Performance	2.1	0.2374	0.5001	0.2268	0.1751	0.1435	0.516	0.1985	0.1826
Risk Adjusted Performance	0.209	0.1281	0.1139	0.1139	0.1314	0.1107	0.1383	0.1411	0.1366
Skewness	5.55	2.29	1.08	5.96	0.2239	0.3134	0.4115	0.4951	0.8587
Semi Deviation	0.0	0.6165	0.7554	0.2333	0.7357	0.7168	0.6037	0.6385	0.733
Information Ratio	0.229	0.107	0.0844	0.1052	0.0976	0.0654	0.1032	0.1106	0.1138
Value At Risk	(0.94)	(1.57)	(1.52)	(1.17)	(1.28)	(1.37)	(1.13)	(1.17)	(1.57)
Expected Short fall	(1.06)	(0.89)	(1.02)	(1.16)	(0.93)	(0.85)	(0.80)	(0.91)	(1.03)
Downside Deviation	0.6857	0.9547	0.9531	0.7188	0.9775	0.9153	0.8529	0.8884	0.9888
Semi Variance	(0.18)	0.38	0.5707	0.0544	0.5412	0.5139	0.3645	0.4077	0.5373

Kopernik Global Competition Performance Charts

Five steps to successful analysis of Kopernik Global Competition

Kopernik Global'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 Kopernik Global All in relation to its competition. Kopernik Global's competition analysis typically involves several steps, including:

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

In addition to having Kopernik Global 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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Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. The Long Short Funds theme has 40 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 Long Short Funds Theme or any other thematic opportunities.

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Kopernik Global financial ratios help investors to determine whether Kopernik 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 Kopernik with respect to the benefits of owning Kopernik Global security.

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Kopernik Global Competition

Kopernik Global vs Goldman Sachs Correlation

Very poor diversification

Moving together with Kopernik Mutual Fund

Moving against Kopernik Mutual Fund

Specify up to 10 symbols:

Kopernik Global Competition Correlation Matrix

Risk-Adjusted Indicators

Kopernik Global Competitive Analysis

Kopernik Global Competition Performance Charts

Five steps to successful analysis of Kopernik Global Competition

Complement your Kopernik Global position

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Run Long Short Funds Thematic Idea Now

Long Short Funds

Other Information on Investing in Kopernik Mutual Fund

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