Large-cap Value Competition
| LVPIX Fund | USD 117.99 0.24 0.20% |
Large-cap Value vs Bear Profund Correlation
Excellent diversification
The correlation between Large Cap Value Profund and BRPSX is -0.62 (i.e., Excellent diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Large Cap Value Profund and BRPSX in the same portfolio, assuming nothing else is changed.
Moving against Large-cap Mutual Fund
Large-cap Value Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Large-cap Value 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 Large-cap 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 Large Cap Value does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Large-cap Mutual Fund performing well and Large-cap Value 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 Large-cap Value'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| SRPIX | 0.60 | (0.07) | 0.00 | 0.28 | 0.00 | 1.38 | 3.94 | |||
| SRPSX | 0.58 | (0.10) | 0.00 | 0.34 | 0.00 | 1.29 | 3.68 | |||
| UIPIX | 1.42 | (0.17) | 0.00 | 0.18 | 0.00 | 2.81 | 9.29 | |||
| UIPSX | 1.43 | (0.16) | 0.00 | 0.18 | 0.00 | 2.74 | 9.35 | |||
| TEPIX | 1.59 | (0.07) | 0.00 | 0.05 | 2.54 | 2.82 | 11.00 | |||
| TEPSX | 1.61 | (0.06) | 0.00 | 0.06 | 2.55 | 2.80 | 12.33 | |||
| LGPIX | 0.75 | 0.05 | (0.05) | (0.25) | 1.09 | 1.22 | 5.36 | |||
| LGPSX | 0.76 | 0.05 | (0.05) | (0.28) | 1.10 | 1.23 | 5.88 | |||
| BRPIX | 0.54 | (0.07) | 0.00 | (0.32) | 0.00 | 1.32 | 4.17 | |||
| BRPSX | 0.55 | 0.01 | 0.00 | 0.09 | 0.00 | 1.23 | 4.05 |
Large-cap Value Competitive Analysis
The better you understand Large-cap Value competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Large-cap Value'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 Large-cap Value'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 |
Large-cap Value Competition Performance Charts
Five steps to successful analysis of Large-cap Value Competition
Large-cap Value'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 Large Cap Value in relation to its competition. Large-cap Value's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Large-cap Value 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 Large-cap Value's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Large Cap Value, 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.
Complement your Large-cap Value position
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Video Games
Companies that are involved in the building and marketing of video games or gaming software. The Video Games theme has 24 constituents at this time.
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Other Information on Investing in Large-cap Mutual Fund
Large-cap Value financial ratios help investors to determine whether Large-cap 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 Large-cap with respect to the benefits of owning Large-cap Value security.
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