Abbey Capital Competition

Mutual Funds . USA . 
Fund . Abbey Capital Multi
MAFIX Fund  USD 12.19  0.08  0.65%   
Abbey Capital Multi competes with Mfs International, HUMANA, Barloworld, Thrivent High, and Morningstar Unconstrained; as well as few others. The fund is listed under Multistrategy category and is part of Abbey Capital family. Analyzing Abbey Capital 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 Abbey Capital to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Abbey Capital 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 Abbey Capital competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
11.4412.1912.94
Details
Intrinsic
Valuation
LowRealHigh
11.3912.1412.89
Details

Abbey Capital Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Abbey Capital 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 Abbey 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 Abbey Capital Multi does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AAEVX
+ 0.81
MSTSX
AAEVX
+ 0.73
LBHIX
SCAXF
+ 0.71
MDIJX
MSTSX
+ 0.68
LBHIX
ABHYX
+ 0.56
LBHIX
AAEVX
+ 0.47
VIASP
  
High negative correlations   
VIASP
- 0.82
SCAXF
VIASP
- 0.74
MDIJX
AAEVX
- 0.65
444859BR2
LBHIX
- 0.54
444859BR2
AAEVX
- 0.5
SCAXF
VIASP
- 0.46
444859BR2

Risk-Adjusted Indicators

There is a big difference between Abbey Mutual Fund performing well and Abbey Capital 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 Abbey Capital'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
MDIJX  0.57 (0.11) 0.00 (0.15) 0.00 
 0.00 
 1.04 
(1.26)
 3.85 
444859BR2  1.36 (0.08) 0.00 (0.21) 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 (0.10) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
LBHIX  0.12  0.01 (0.39) 0.51  0.00 
(0.28)
 0.24 
(0.24)
 0.96 
MSTSX  0.49 (0.03)(0.12) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
ABHYX  0.18  0.03 (0.22)(0.11) 0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.37) 0.00 (33.24) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.75  0.08 (0.03)(1.87) 1.12 
(0.82)
 2.28 
(1.20)
 7.18 
AAEVX  0.49 (0.02)(0.09) 0.08  0.53 
(0.59)
 0.93 
(0.77)
 2.76 
All Fundamental Data

Abbey Capital Competitive Analysis

The better you understand Abbey Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Abbey Capital'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 Abbey Capital'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
MAFIX MDIJX 444859BR2 AQUI BRRAY LBHIX MSTSX ABHYX SCAXF VIASP
 0.65 
 12.19 
Abbey
 0.33 
 24.03 
Mfs
 1.82 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.24 
 4.26 
Thrivent
 0.25 
 11.90 
Morningstar
 0.22 
 9.01 
High-yield
 0.00 
 0.01 
Sparta
 0.50 
 22.11 
Via
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
Very Weak
Very Weak
Very Weak
Good
OK
Modest
Very Weak
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Below Average
Average
Low
Low
Low
Low
Low
Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Under Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over 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)
Strong Hold
Strong Hold
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Strong Hold
Cautious Hold
Strong Sell
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
0.62
3.49
Net Asset
498.23 M
37.13 B
N/A
3.19 K
54.41 B
674.44 M
116.1 M
672.37 M
3.06 M
355.28 M
Profit Margin
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
-0.1
0.0094
EBITDA
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
(21.53 K)
33.09 M
Price To Book
N/A
2.18
N/A
N/A
0.99
1.58
N/A
N/A
34.42
N/A
Current Valuation
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
5.73 M
535.95 M
Operating Margin
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.15
-0.14
Five Year Return
11.77
5.74
N/A
N/A
3.98
3.46
8.6
1.69
N/A
8.97
Retained Earnings
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
One Year Return
11.55
13.31
N/A
N/A
N/A
11.94
19.87
11.13
N/A
N/A
Beta
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.75
1.16
Cash Position Weight
41.06
3.45
N/A
N/A
N/A
6.56
14.28
0.1
N/A
N/A
Equity Positions Weight
26.28
96.55
N/A
N/A
N/A
0.07
61.63
N/A
N/A
N/A
Number Of Employees
1
1
N/A
7
36
1
1
1
8
169
Shares Outstanding
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
233.95 M
N/A
Three Year Return
5.22
1.22
N/A
N/A
N/A
3.06
7.0
-0.63
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
210.37 K
12.7 M
Annual Yield
0.0092
0.0232
N/A
N/A
0.0543
0.0617
0.021
0.0041
N/A
0.0972
Total Debt
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
125 K
135 M
Return On Equity
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
N/A
0.017
Bond Positions Weight
16.03
N/A
N/A
N/A
N/A
92.23
22.72
2.0
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.21
-0.11
Book Value Per Share
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
-0.002
3.66
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
Minimum Initial Investment
1000 K
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
Total Asset
491.38 M
15.42 B
N/A
3.19 K
54.41 B
347.66 M
215.11 M
243.16 M
3.06 M
355.28 M
Last Dividend Paid
0.17
0.16
N/A
N/A
4.6
0.02
N/A
0.03
N/A
0.73
Debt To Equity
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
101.0
0.69
Target Price
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
Market Capitalization
N/A
N/A
N/A
96.58 K
955.54 M
N/A
50.36 M
N/A
7.72 M
N/A
Price To Earning
N/A
18.2
N/A
-0.22
9.18
35.48
N/A
N/A
19.55
26.83
Price To Sales
N/A
1.76
N/A
N/A
0.0285
1.23
N/A
N/A
0.63
N/A
Net Income
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
(609.44 K)
5.2 M
Earnings Per Share
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
-0.003
1.17
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
Year To Date Return
9.55
8.46
N/A
N/A
N/A
7.32
13.69
6.09
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
5.19 M
393.49 M
Ten Year Return
N/A
7.41
N/A
N/A
N/A
6.0
N/A
4.84
N/A
N/A
Working Capital
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
909.32 K
51.31 M
Cash Per Share
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
N/A
3.23
Gross Profit
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
3.68 M
74.67 M
Day Typical Price
12.19
24.03
80.35
0.006
4.23
4.26
11.9
9.01
0.015
22.12
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
29.03
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
0.0
(0.73)
Period Momentum Indicator
(0.08)
0.08
(1.49)
N/A
N/A
0.01
0.03
0.02
N/A
(0.11)
Rate Of Daily Change
0.99
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
12.19
24.03
80.35
0.006
4.23
4.26
11.9
9.01
0.015
22.13
Price Action Indicator
(0.04)
0.04
(0.75)
N/A
N/A
0.005
0.015
0.01
N/A
(0.07)
Coefficient Of Variation
2539.67
(1,386)
(6,059)
N/A
25169.77
601.89
1345.37
1293.42
(812.40)
1323.69
Mean Deviation
0.5965
0.5686
1.36
N/A
1.27
0.116
0.4933
0.1753
0.7004
0.7517
Jensen Alpha
(0.07)
(0.11)
(0.08)
N/A
(0.1)
0.0146
(0.03)
0.0261
(0.37)
0.0828
Total Risk Alpha
(0.1)
(0.17)
(0.45)
N/A
(0.63)
(0.01)
(0.06)
(0.03)
(0.80)
(0.1)
Sortino Ratio
(0.11)
N/A
N/A
N/A
N/A
(0.39)
(0.12)
(0.22)
N/A
(0.03)
Downside Variance
0.681
N/A
N/A
N/A
N/A
0.0617
0.4195
0.2181
N/A
1.66
Standard Deviation
0.7762
0.735
2.62
N/A
4.2
0.1738
0.6354
0.2902
2.89
1.16
Kurtosis
0.9334
0.8227
5.49
N/A
11.15
3.08
(0.04)
8.29
66.0
5.27
Potential Upside
1.09
1.04
5.93
N/A
N/A
0.2375
1.21
0.3382
N/A
2.28
Treynor Ratio
0.0266
(0.15)
(0.21)
N/A
0.0074
0.5074
0.0604
(0.11)
(33.24)
(1.87)
Maximum Drawdown
3.69
3.85
16.62
N/A
34.02
0.9552
2.8
1.91
23.47
7.18
Variance
0.6024
0.5402
6.87
N/A
17.65
0.0302
0.4037
0.0842
8.35
1.36
Market Risk Adjusted Performance
0.0366
(0.14)
(0.20)
N/A
0.0174
0.5174
0.0704
(0.1)
(33.23)
(1.86)
Risk Adjusted Performance
0.0303
(0.06)
(0.01)
N/A
0.0112
0.0932
0.0549
0.0428
(0.09)
0.0613
Skewness
0.1548
0.2354
0.8987
N/A
0.4951
1.04
0.0729
(1.72)
(8.12)
(0.88)
Semi Deviation
0.7762
N/A
N/A
N/A
N/A
0.0
0.5159
0.2511
N/A
1.12
Information Ratio
(0.12)
(0.24)
(0.06)
N/A
(0.03)
(0.56)
(0.12)
(0.35)
(0.17)
(0.03)
Value At Risk
(1.17)
(1.26)
(5.79)
N/A
(2.98)
(0.24)
(1.02)
(0.33)
N/A
(1.20)
Expected Short fall
(0.58)
N/A
N/A
N/A
N/A
(0.28)
(0.61)
(0.24)
N/A
(0.82)
Downside Deviation
0.8252
N/A
N/A
N/A
N/A
0.2483
0.6477
0.467
N/A
1.29
Semi Variance
0.6024
N/A
N/A
N/A
N/A
(0.02)
0.2661
0.0631
N/A
1.26

Abbey Capital Competition Performance Charts

Five steps to successful analysis of Abbey Capital Competition

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

In addition to having Abbey Capital 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.

Did You Try This Idea?

Run Municipals ETFs Thematic Idea Now

Municipals ETFs
Municipals ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Municipals ETFs theme has 111 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 Municipals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Abbey Mutual Fund

Abbey Capital financial ratios help investors to determine whether Abbey 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 Abbey with respect to the benefits of owning Abbey Capital security.
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