Kopernik International Competition

Mutual Funds . USA . 
Fund . Kopernik International Fund
KGIIX Fund  USD 13.94  0.04  0.29%   
Kopernik International competes with HUMANA, Barloworld, Morningstar Unconstrained, Thrivent High, and High-yield Municipal; as well as few others. The fund is listed under Foreign Large Value category and is part of Kopernik family. Analyzing Kopernik International 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 International to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Kopernik International 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 Kopernik International competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
13.2313.9414.65
Details
Intrinsic
Valuation
LowRealHigh
13.3114.0214.73
Details
Naive
Forecast
LowNextHigh
13.3314.0514.76
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.7313.9714.22
Details

Kopernik International Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Kopernik International 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 International does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.82
AAEVX
RRTLX
+ 0.81
MSTSX
AAEVX
+ 0.75
MSTSX
RRTLX
+ 0.69
LBHIX
AAEVX
+ 0.68
LBHIX
LBHIX
+ 0.67
MSTSX
  
High negative correlations   
VIASP
- 0.8
SCAXF
AAEVX
- 0.69
444859BR2
LBHIX
- 0.54
444859BR2
MSTSX
- 0.53
444859BR2
RRTLX
- 0.47
BRRAY
MSTSX
- 0.45
BRRAY

Risk-Adjusted Indicators

There is a big difference between Kopernik Mutual Fund performing well and Kopernik International 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 International'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
444859BR2  1.35 (0.09) 0.00 (0.14) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.13) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.49 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.42) 0.38  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.17  0.00 (0.24) 0.19  0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.41) 0.00 (0.98) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.07 (0.04)(2.04) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
AAEVX  0.48  0.05 (0.10)(2.13) 0.54 
(0.57)
 0.93 
(0.77)
 2.76 
RRTLX  0.23  0.00 (0.34) 0.13  0.26 
(0.26)
 0.48 
(0.56)
 1.36 
All Fundamental Data

Kopernik International Competitive Analysis

The better you understand Kopernik International competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Kopernik International'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 International'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
KGIIX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX SCAXF VIASP AAEVX
 0.29 
 13.94 
Kopernik
 1.70 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.08 
 11.87 
Morningstar
 0.24 
 4.26 
Thrivent
 0.33 
 8.99 
High-yield
 0.00 
 0.01 
Sparta
 0.77 
 22.22 
Via
 0.51 
 11.61 
American
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Modest
Good
Modest
Very Weak
Modest
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Low
Low
Low
Average
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over 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
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Strong Buy
Hold
Strong Buy
Strong Buy
Hold
Buy
Strong Hold
Strong Hold
Strong Hold
Current Ratio
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
N/A
Net Asset
575.04 M
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
5.82 M
Profit Margin
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
N/A
EBITDA
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
Current Valuation
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
N/A
Price To Book
N/A
N/A
N/A
0.99
N/A
1.58
N/A
34.42
N/A
N/A
Five Year Return
7.87
N/A
N/A
3.98
8.6
3.46
1.69
N/A
8.97
N/A
Retained Earnings
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
5.66
N/A
N/A
N/A
19.87
11.94
11.13
N/A
N/A
N/A
Beta
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
N/A
Cash Position Weight
17.93
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
2.21
Equity Positions Weight
74.25
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
87.86
Number Of Employees
1
N/A
7
36
1
1
1
8
169
1
Shares Outstanding
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
N/A
Three Year Return
-0.32
N/A
N/A
N/A
7.0
3.06
-0.63
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
N/A
Annual Yield
0.041
N/A
N/A
0.0543
0.021
0.0617
0.0041
N/A
0.0972
0.0176
Total Debt
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
N/A
Return On Equity
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
2.26
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
N/A
Book Value Per Share
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
558.1 M
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
2.16 M
Debt To Equity
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
N/A
Target Price
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
4.6
N/A
0.02
0.03
N/A
0.73
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
7.72 M
N/A
N/A
Price To Earning
N/A
N/A
-0.22
9.18
N/A
35.48
N/A
19.55
26.83
N/A
Price To Sales
N/A
N/A
N/A
0.0285
N/A
1.23
N/A
0.63
N/A
N/A
Net Income
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
Earnings Per Share
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
Year To Date Return
2.26
N/A
N/A
N/A
13.69
7.32
6.09
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
N/A
Working Capital
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
N/A
Day Typical Price
13.94
80.35
0.006
4.23
11.87
4.26
8.99
0.015
22.21
11.61
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
174.08
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
9.2 T
0.0
0.4474
(9,223,372,036,855)
Period Momentum Indicator
0.04
(1.39)
N/A
N/A
(0.01)
0.01
0.03
N/A
0.17
(0.06)
Rate Of Daily Change
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
1.01
0.99
Day Median Price
13.94
80.35
0.006
4.23
11.87
4.26
8.99
0.015
22.2
11.61
Price Action Indicator
0.02
(0.70)
N/A
N/A
(0.01)
0.005
0.015
N/A
0.1
(0.03)
Relative Strength Index
30.14
40.36
N/A
50.49
45.52
61.27
51.23
N/A
64.56
59.39
Coefficient Of Variation
(2,098)
(6,785)
N/A
25169.77
1342.2
679.17
1516.45
(812.40)
1440.84
1044.15
Mean Deviation
0.5607
1.35
N/A
1.27
0.4908
0.1113
0.1719
0.7004
0.7442
0.482
Jensen Alpha
(0.05)
(0.09)
N/A
(0.13)
(0.04)
0.0105
0.0032
(0.41)
0.0748
0.0534
Total Risk Alpha
(0.16)
(0.46)
N/A
(0.65)
(0.06)
(0.01)
(0.04)
(0.82)
(0.11)
(0.05)
Sortino Ratio
N/A
N/A
N/A
N/A
(0.13)
(0.42)
(0.24)
N/A
(0.04)
(0.10)
Downside Variance
N/A
N/A
N/A
N/A
0.4354
0.0617
0.2181
N/A
1.66
0.4481
Standard Deviation
0.7153
2.61
N/A
4.2
0.6349
0.1719
0.2892
2.89
1.16
0.632
Kurtosis
(0.44)
5.52
N/A
11.15
(0.03)
3.42
8.37
66.0
5.33
0.9771
Potential Upside
1.29
5.93
N/A
N/A
1.21
0.2375
0.3382
N/A
2.28
0.9276
Treynor Ratio
(0.68)
(0.14)
N/A
0.0057
0.06
0.3847
0.1851
(0.98)
(2.04)
(2.13)
Maximum Drawdown
2.91
16.62
N/A
34.02
2.8
0.9552
1.91
23.47
7.18
2.76
Variance
0.5116
6.84
N/A
17.65
0.4031
0.0296
0.0836
8.35
1.35
0.3994
Market Risk Adjusted Performance
(0.67)
(0.13)
N/A
0.0157
0.07
0.3947
0.1951
(0.97)
(2.03)
(2.12)
Risk Adjusted Performance
(0.04)
(0)
N/A
0.0112
0.0549
0.0781
0.034
(0.09)
0.0565
0.0711
Skewness
(0.12)
0.909
N/A
0.4951
0.0725
1.11
(1.70)
(8.12)
(0.87)
(0.30)
Semi Deviation
N/A
N/A
N/A
N/A
0.5156
0.0
0.2536
N/A
1.13
0.5418
Information Ratio
(0.23)
(0.06)
N/A
(0.03)
(0.13)
(0.61)
(0.39)
(0.17)
(0.04)
(0.11)
Value At Risk
(1.28)
(5.79)
N/A
(2.98)
(1.02)
(0.24)
(0.33)
N/A
(1.20)
(0.77)
Expected Short fall
N/A
N/A
N/A
N/A
(0.61)
(0.29)
(0.24)
N/A
(0.80)
(0.57)
Downside Deviation
N/A
N/A
N/A
N/A
0.6599
0.2483
0.467
N/A
1.29
0.6694
Semi Variance
N/A
N/A
N/A
N/A
0.2658
(0.01)
0.0643
N/A
1.27
0.2936

Kopernik International Competition Performance Charts

Five steps to successful analysis of Kopernik International Competition

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

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Other Information on Investing in Kopernik Mutual Fund

Kopernik International 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 International security.
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