Scharf Fund Competition

Scharf Fund R6 competes with Pace Small/medium, Boston Partners, Foundry Partners, Vanguard Small, and Omni Small; as well as few others. The fund is listed under null category and is part of null family. Analyzing Scharf Fund 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 Scharf Fund 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 population.

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 Scharf Fund competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Scharf Fund's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
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Intrinsic

Valuation

Low	Real	High
0.00	0.00	0.00

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Scharf Fund Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Scharf Fund 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 Scharf 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 Scharf Fund R6 does not affect the price movement of the other competitor.

	PCSVX	BPSCX	DRSVX	VISVX	BOSVX	LRSVX	SCYVX	PVCMX
PCSVX		0.96	0.95	0.96	0.98	0.98	0.98	0.91	PCSVX
BPSCX	0.96		0.92	0.9	0.95	0.95	0.98	0.95	BPSCX
DRSVX	0.95	0.92		0.99	0.89	0.95	0.96	0.92	DRSVX
VISVX	0.96	0.9	0.99		0.9	0.94	0.95	0.88	VISVX
BOSVX	0.98	0.95	0.89	0.9		0.95	0.95	0.88	BOSVX
LRSVX	0.98	0.95	0.95	0.94	0.95		0.96	0.91	LRSVX
SCYVX	0.98	0.98	0.96	0.95	0.95	0.96		0.94	SCYVX
PVCMX	0.91	0.95	0.92	0.88	0.88	0.91	0.94		PVCMX
	PCSVX	BPSCX	DRSVX	VISVX	BOSVX	LRSVX	SCYVX	PVCMX

Risk-Adjusted Indicators

There is a big difference between Scharf Mutual Fund performing well and Scharf Fund 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 Scharf Fund'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
PCSVX	0.82	0.06	0.06	0.14	0.87	(0.93)	2.27	(1.27)	3.98
BPSCX	0.85	0.11	0.10	0.20	0.78	(0.90)	2.21	(1.63)	7.92
DRSVX	0.79	(0.02)	0.00	0.07	0.96	(0.88)	1.80	(1.43)	4.19
VISVX	0.76	(0.02)	(0.01)	0.07	0.92	(0.81)	1.74	(1.38)	3.68
BOSVX	1.01	0.19	0.17	0.27	0.74	(1.19)	2.20	(1.44)	8.85
LRSVX	0.87	0.05	0.06	0.13	0.88	(1.00)	2.15	(1.66)	5.75
SCYVX	0.83	0.03	0.03	0.11	1.03	(0.92)	2.27	(1.91)	4.47
PVCMX	0.19	0.02	(0.26)	0.38	0.12	(0.24)	0.42	(0.42)	0.92

Unable to evaluate fundamental data of [PCSVX, BPSCX, DRSVX, VISVX, BOSVX, LRSVX, SCYVX, PVCMX] at this time. Please try again later

All Fundamental Data

Scharf Fund Competitive Analysis

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

	PCSVX	BPSCX	DRSVX	VISVX	BOSVX	LRSVX	SCYVX	PVCMX
	0.16 18.33 Pace	0.24 25.19 Boston	0.20 19.74 Foundry	0.13 53.20 Vanguard	0.05 19.10 Omni	0.28 21.42 SMALL-CAP	0.20 14.89 SCYVX	0.25 12.27 Palm
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Fair	Fair	Solid	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Buy	Hold	Hold	Strong Buy	Buy	Strong Hold	Cautious Hold
Net Asset	529.44 M	695.26 M	238.21 M	30.41 B	918.39 M	1.15 B	332.3 M	5.93 M
Minimum Initial Investment	10 K	2.5 K	N/A	N/A	N/A	N/A	N/A	2.5 K
Price To Book	1.49 X	1.55 X	1.43 X	1.72 X	1.18 X	2.16 X	N/A	N/A
Five Year Return	10.96 %	9.20 %	10.19 %	15.10 %	13.55 %	7.32 %	6.27 %	5.03 %
One Year Return	0.59 %	12.58 %	13.13 %	6.61 %	16.88 %	6.55 %	6.19 %	5.66 %
Last Dividend Paid	0.14	0.08	0.16	0.03	0.19	N/A	N/A	N/A
Price To Earning	17.55 X	15.42 X	2.09 X	8.27 X	14.72 X	20.22 X	N/A	N/A
Price To Sales	1.11 X	0.71 X	0.68 X	0.93 X	0.58 X	1.34 X	N/A	N/A
Cash Position Weight	3.81 %	1.79 %	4.26 %	0.79 %	0.08 %	N/A	1.08 %	81.46 %
Equity Positions Weight	96.19 %	98.21 %	95.74 %	99.21 %	99.91 %	100.00 %	98.92 %	13.53 %
Three Year Return	5.04 %	13.13 %	10.22 %	11.18 %	11.70 %	11.61 %	6.83 %	6.13 %
Annual Yield	0.01 %	0.01 %	0.01 %	0.02 %	0.02 %	0 %	0.01 %	0.03 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	1.80 %	4.36 %	4.51 %	3.27 %	5.06 %	4.50 %	5.09 %	0.99 %
Ten Year Return	7.10 %	6.24 %	5.70 %	8.09 %	N/A	5.72 %	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Day Typical Price	18.33	25.19	19.74	53.2	19.1	21.42	14.89	12.27
Period Momentum Indicator	(0.03)	0.06	0.04	(0.07)	(0.01)	0.06	0.03	0.03
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	18.33	25.19	19.74	53.2	19.1	21.42	14.89	12.27
Price Action Indicator	(0.01)	0.03	0.02	(0.04)	(0.01)	0.03	0.015	0.015
Coefficient Of Variation	671.73	641.7	1149.95	1123.13	526.2	744.02	869.84	816.54
Mean Deviation	0.8234	0.8516	0.7868	0.7619	1.01	0.87	0.8345	0.1895
Jensen Alpha	0.0573	0.1115	(0.02)	(0.02)	0.1904	0.0528	0.0284	0.0156
Total Risk Alpha	0.0249	0.0417	(0.04)	(0.04)	0.1026	0.0118	(0.01)	(0.01)
Sortino Ratio	0.0605	0.0997	(0)	(0.01)	0.1699	0.0646	0.0322	(0.26)
Downside Variance	1.18	1.22	1.21	1.01	1.32	1.18	1.33	0.064
Standard Deviation	1.09	1.33	1.06	0.9955	1.54	1.24	1.17	0.2469
Kurtosis	0.6131	9.59	1.14	0.6086	9.2	2.95	0.8415	0.5671
Potential Upside	2.27	2.21	1.8	1.74	2.2	2.15	2.27	0.4205
Treynor Ratio	0.1393	0.2003	0.0721	0.0708	0.2667	0.1309	0.1127	0.3761
Maximum Drawdown	3.98	7.92	4.19	3.68	8.85	5.75	4.47	0.9236
Variance	1.19	1.76	1.13	0.9911	2.37	1.55	1.36	0.0609
Market Risk Adjusted Performance	0.1493	0.2103	0.0821	0.0808	0.2767	0.1409	0.1227	0.3861
Risk Adjusted Performance	0.1139	0.1203	0.0677	0.0687	0.1465	0.104	0.0891	0.071
Skewness	0.0251	1.95	(0.14)	(0.10)	1.93	0.6632	0.0248	0.0188
Semi Deviation	0.8682	0.7766	0.9624	0.9249	0.7395	0.8845	1.03	0.121
Information Ratio	0.0601	0.0829	(0)	(0.01)	0.1271	0.0565	0.0318	(0.27)
Value At Risk	(1.27)	(1.63)	(1.43)	(1.38)	(1.44)	(1.66)	(1.91)	(0.42)
Expected Short fall	(0.93)	(0.90)	(0.88)	(0.81)	(1.19)	(1.00)	(0.92)	(0.24)
Downside Deviation	1.09	1.1	1.1	1.01	1.15	1.09	1.15	0.2531
Semi Variance	0.7537	0.6031	0.9262	0.8555	0.5468	0.7823	1.06	0.0147

Scharf Fund Competition Performance Charts

Five steps to successful analysis of Scharf Fund Competition

Scharf Fund'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 Scharf Fund R6 in relation to its competition. Scharf Fund's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Scharf Fund 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 Scharf Fund's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Scharf Fund R6, 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 Scharf Fund position

In addition to having Scharf Fund 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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Gambling

Companies that are related to providing gambling services across multiple geographical areas by investing, exploring, or producing software, hardware, and related infrastructure for running gambling operations or trading speculative assets. The Gambling theme has 26 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 Gambling Theme or any other thematic opportunities.

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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 population.

You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

Other Consideration for investing in Scharf Mutual Fund

If you are still planning to invest in Scharf Fund R6 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Scharf Fund's history and understand the potential risks before investing.

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