Optimum International Competition

OCIEX Fund

USD 16.95 0.01 0.06%

Optimum International competes with Pax Large, Goldman Sachs, Blackrock Mid, William Blair, and Blackrock Impact; as well as few others. The fund is listed under Foreign Large Blend category and is part of Delaware Funds by Macquarie family. Analyzing Optimum 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 Optimum International to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Optimum International Correlation with its peers.

Optimum International vs Sentinel Balanced Correlation

Poor diversification

The correlation between Optimum International Fund and SBACX is 0.71 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Optimum International Fund and SBACX in the same portfolio, assuming nothing else is changed.

Moving together with Optimum Mutual Fund

0.77	OASGX	Optimum Small Mid	Pair Corr
0.9	OASVX	Optimum Small Mid Potential Growth	Pair Corr
0.72	OCFIX	Optimum Fixed Income	Pair Corr
0.89	OCLVX	Optimum Large Cap	Pair Corr

Moving against Optimum Mutual Fund

0.42

OILGX

Optimum Large Cap

Pair Corr

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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 Optimum International'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
16.22	16.95	17.68

Details

Intrinsic

Valuation

Low	Real	High
15.26	18.20	18.93

Details

Naive

Forecast

Low	Next	High
16.42	17.15	17.89

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
16.95	16.95	16.95

Details

Optimum International Competition Correlation Matrix

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

	PAXLX	GATMX	MDRFX	WBENX	BIRAX	WHGSX	VRISX	VISAX	SEBLX	SBACX
PAXLX		-0.53	-0.22	-0.44	0.39	-0.4	-0.18	-0.18	0.52	0.15	PAXLX
GATMX	-0.53		0.79	0.97	0.53	0.91	0.84	0.84	0.41	0.59	GATMX
MDRFX	-0.22	0.79		0.76	0.65	0.92	0.82	0.82	0.59	0.88	MDRFX
WBENX	-0.44	0.97	0.76		0.56	0.87	0.86	0.86	0.46	0.58	WBENX
BIRAX	0.39	0.53	0.65	0.56		0.55	0.71	0.71	0.96	0.79	BIRAX
WHGSX	-0.4	0.91	0.92	0.87	0.55		0.87	0.87	0.47	0.76	WHGSX
VRISX	-0.18	0.84	0.82	0.86	0.71	0.87		1.0	0.69	0.76	VRISX
VISAX	-0.18	0.84	0.82	0.86	0.71	0.87	1.0		0.69	0.77	VISAX
SEBLX	0.52	0.41	0.59	0.46	0.96	0.47	0.69	0.69		0.8	SEBLX
SBACX	0.15	0.59	0.88	0.58	0.79	0.76	0.76	0.77	0.8		SBACX
	PAXLX	GATMX	MDRFX	WBENX	BIRAX	WHGSX	VRISX	VISAX	SEBLX	SBACX

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High positive correlations

VISAX	+ 1.0	VRISX
WBENX	+ 0.97	GATMX
SEBLX	+ 0.96	BIRAX
WHGSX	+ 0.92	MDRFX
WHGSX	+ 0.91	GATMX
SBACX	+ 0.88	MDRFX

High negative correlations

GATMX	- 0.53	PAXLX
WBENX	- 0.44	PAXLX
WHGSX	- 0.4	PAXLX
MDRFX	- 0.22	PAXLX
VISAX	- 0.18	PAXLX
VRISX	- 0.18	PAXLX

Risk-Adjusted Indicators

There is a big difference between Optimum Mutual Fund performing well and Optimum 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 Optimum 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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PAXLX	0.51	(0.08)	0.00	(0.03)	0.00	0.00	1.00	(1.39)	3.16
GATMX	0.58	0.21	0.27	0.42	0.22	(0.75)	1.46	(0.78)	3.31
MDRFX	0.71	0.21	0.25	0.37	0.30	(0.83)	1.78	(1.22)	10.77
WBENX	0.71	0.27	0.20	0.73	0.66	(0.81)	1.97	(1.64)	4.50
BIRAX	0.55	0.01	(0.02)	0.09	0.65	(0.58)	0.95	(1.06)	3.58
WHGSX	0.79	0.17	0.19	0.25	0.53	(1.02)	2.36	(1.37)	6.50
VRISX	0.49	0.07	0.05	0.26	0.34	(0.55)	1.15	(0.75)	2.69
VISAX	0.49	0.07	0.05	0.25	0.34	(0.57)	1.16	(0.75)	2.72
SEBLX	0.36	0.00	(0.10)	0.07	0.37	(0.42)	0.67	(0.73)	2.44
SBACX	0.42	0.04	0.02	0.15	0.29	(0.51)	0.77	(0.76)	5.27

Optimum International Competitive Analysis

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

	OCIEX	PAXLX	GATMX	MDRFX	WBENX	BIRAX	WHGSX	VRISX	VISAX	SEBLX
	0.06 16.95 Optimum	0.46 10.71 Pax	0.58 18.93 Goldman	0.36 22.15 Blackrock	1.10 17.97 William	0.25 23.64 Blackrock	0.71 20.86 Westwood	0.05 21.17 Virtus	0.1 20.99 Virtus	0.46 30.09 Sentinel
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Weakest	Solid	Good	Solid	Weak	Solid	Good	Good	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Under 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)	Strong Buy	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Hold	Strong Buy	Buy	Buy	Strong Hold
Net Asset	577.72 M	730.47 M	1.03 B	1.02 B	1.11 B	1.03 B	1.04 B	927.2 M	986.44 M	1.01 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	100 K	N/A	N/A	N/A
Price To Book	1.46	N/A	1.5	1.63	2.6	N/A	1.97	N/A	1.92	3.04
Five Year Return	5.09	8.2	12.77	9.76	1.37	12.67	6.21	1.13	0.76	7.02
One Year Return	24.53	10.07	45.13	14.65	41.53	15.31	12.25	11.7	11.31	10.56
Last Dividend Paid	0.03	0.02	0.13	0.01	N/A	0.03	0.12	0.24	0.16	0.02
Price To Earning	13.49	N/A	14.46	18.89	18.3	N/A	19.5	N/A	14.75	18.65
Price To Sales	0.9	N/A	0.96	0.86	1.96	N/A	1.2	N/A	1.19	2.31
Cash Position Weight	1.02	3.56	-0.01	4.43	2.06	0.69	1.18	9.17	1.34	4.1
Equity Positions Weight	98.96	96.44	100.01	95.57	97.93	99.31	98.82	90.83	98.66	63.63
Three Year Return	17.45	12.28	23.73	11.24	18.92	20.17	8.03	11.72	11.3	13.74
Annual Yield	0.0034	0.0028	0.0183	0.0167	0.0013	0.005	0.0071	0.038	0.0319	0.0131
Year To Date Return	8.04	0.45	12.33	4.32	13.19	1.11	9.21	2.67	2.6	0.56
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	4.48
Ten Year Return	3.48	N/A	5.44	8.57	4.89	N/A	9.52	N/A	N/A	9.49
Day Typical Price	16.95	10.71	18.93	22.15	17.97	23.64	20.86	21.17	20.99	30.09
Daily Balance Of Power	9.2 T	0	0	0	0	0	0	9.2 T	9.2 T	0
Period Momentum Indicator	0.01	(0.05)	(0.11)	(0.08)	(0.20)	(0.06)	(0.15)	0.01	0.02	(0.14)
Rate Of Daily Change	1.0	1.0	0.99	1.0	0.99	1.0	0.99	1.0	1.0	1.0
Day Median Price	16.95	10.71	18.93	22.15	17.97	23.64	20.86	21.17	20.99	30.09
Price Action Indicator	0.005	(0.03)	(0.06)	(0.04)	(0.10)	(0.03)	(0.07)	0.005	0.01	(0.07)
Relative Strength Index	80.75	47.42	61.08	23.75	98.83	93.82	7.53	53.53	54.65	93.64
Coefficient Of Variation	313.52	(5,733)	274.26	470.99	321.75	923.26	434.98	526.44	531.08	1054.4
Mean Deviation	0.5522	0.5094	0.5802	0.7122	0.7148	0.552	0.7907	0.491	0.4936	0.3627
Jensen Alpha	0.1709	(0.08)	0.2119	0.2144	0.2658	0.0088	0.1668	0.0744	0.0725	(0)
Total Risk Alpha	0.1462	(0.09)	0.1842	0.134	0.195	(0.01)	0.1293	0.0428	0.042	(0.01)
Sortino Ratio	0.1811	N/A	0.271	0.2547	0.202	(0.02)	0.1911	0.0465	0.0456	(0.1)
Downside Variance	0.6168	N/A	0.4524	0.5765	1.17	0.5863	0.7481	0.343	0.3441	0.2223
Standard Deviation	0.7277	0.6774	0.7464	1.33	0.993	0.7083	1.11	0.6167	0.6194	0.4579
Kurtosis	0.7676	0.5324	0.7333	29.22	0.5798	0.5769	2.23	(0.29)	(0.28)	0.591
Potential Upside	1.3	1.0	1.46	1.78	1.97	0.9479	2.36	1.15	1.16	0.6736
Treynor Ratio	0.3467	(0.03)	0.4167	0.3709	0.7262	0.092	0.2498	0.2613	0.2497	0.0739
Maximum Drawdown	3.48	3.16	3.31	10.77	4.5	3.58	6.5	2.69	2.72	2.44
Variance	0.5296	0.4589	0.5571	1.78	0.986	0.5016	1.23	0.3803	0.3836	0.2096
Market Risk Adjusted Performance	0.3567	(0.02)	0.4267	0.3809	0.7362	0.102	0.2598	0.2713	0.2597	0.0839
Risk Adjusted Performance	0.2436	(0.01)	0.2788	0.1668	0.2402	0.0821	0.1791	0.143	0.1418	0.0659
Skewness	(0.32)	(0.54)	0.1916	4.45	(0.25)	(0.30)	0.9111	0.0609	0.0779	(0.43)
Semi Deviation	0.3619	N/A	0.2202	0.3024	0.6625	0.6549	0.5279	0.3352	0.3373	0.3736
Information Ratio	0.1954	(0.15)	0.2442	0.1449	0.2203	(0.02)	0.1489	0.0442	0.0431	(0.10)
Value At Risk	(1.24)	(1.39)	(0.78)	(1.22)	(1.64)	(1.06)	(1.37)	(0.75)	(0.75)	(0.73)
Expected Short fall	(0.63)	N/A	(0.75)	(0.83)	(0.81)	(0.58)	(1.02)	(0.55)	(0.57)	(0.42)
Downside Deviation	0.7853	N/A	0.6726	0.7593	1.08	0.7657	0.8649	0.5857	0.5866	0.4715
Semi Variance	0.131	N/A	0.0485	0.0915	0.4389	0.4289	0.2787	0.1123	0.1137	0.1396

Optimum International Competition Performance Charts

Five steps to successful analysis of Optimum International Competition

Optimum 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 Optimum International in relation to its competition. Optimum International's competition analysis typically involves several steps, including:

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

Complement your Optimum International position

In addition to having Optimum International 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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Social Domain

New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 39 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 Social Domain Theme or any other thematic opportunities.

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Optimum International financial ratios help investors to determine whether Optimum 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 Optimum with respect to the benefits of owning Optimum International security.

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Optimum International Competition

Optimum International vs Sentinel Balanced Correlation

Poor diversification

Moving together with Optimum Mutual Fund

Moving against Optimum Mutual Fund

Specify up to 10 symbols:

Optimum International Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Optimum International Competitive Analysis

Optimum International Competition Performance Charts

Five steps to successful analysis of Optimum International Competition

Complement your Optimum International position

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Run Social Domain Thematic Idea Now

Social Domain

Other Information on Investing in Optimum Mutual Fund

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