Lincoln Equity Competition

LFTOX Fund   12.11  0.07  0.58%   
Lincoln Equity Income competes with Doubleline Emerging, Aqr Equity, Aqr Long-short, Rbc Emerging, and Rbc Emerging; as well as few others. Analyzing Lincoln Equity 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 Lincoln Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

Lincoln Equity vs Rbc Emerging Correlation

Poor diversification

The correlation between Lincoln Equity Income and RECIX is 0.65 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Lincoln Equity Income and RECIX in the same portfolio, assuming nothing else is changed.

Moving together with Lincoln Mutual Fund

  0.84VTSAX Vanguard Total StockPairCorr
  0.91VFIAX Vanguard 500 IndexPairCorr
  0.89VTSMX Vanguard Total StockPairCorr
  0.89VITSX Vanguard Total StockPairCorr
  0.84VSTSX Vanguard Total StockPairCorr
Specify up to 10 symbols:

Lincoln Equity Competition Correlation Matrix

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

High positive correlations

RECIXREMVX
REMVXDBELX
RECIXDBELX
QLENXQMNIX
RECIXQLENX
QLENXDBELX
  

High negative correlations

REMVXQMNIX
RECIXQMNIX

Risk-Adjusted Indicators

There is a big difference between Lincoln Mutual Fund performing well and Lincoln Equity 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 Lincoln Equity'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.

Lincoln Equity Competitive Analysis

The better you understand Lincoln Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Lincoln Equity'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 Lincoln Equity'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
LFTOX DBELX QMNIX QLENX REMVX RECIX
 0.58 
 12.11 
Lincoln
 0.20 
 9.85 
Doubleline
 1.06 
 12.09 
AQR
 1.07 
 20.34 
Aqr
 0.32 
 12.49 
Rbc
 2.20 
 15.81 
RBC
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
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Trade Advice
(90 Days Macroaxis Advice)
Net Asset
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Equity Positions Weight
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Year To Date Return
Bond Positions Weight
Day Typical Price
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
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
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Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Lincoln Equity Competition Performance Charts

Five steps to successful analysis of Lincoln Equity Competition

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

In addition to having Lincoln Equity 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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Government Funds
Government Funds Theme
Funds or Etfs that invest in fixed income securities issued by national government to finance government spending or to facilitate Federal Reserve monetary policies. The Government Funds theme has 42 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 Government Funds Theme or any other thematic opportunities.
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