Optimum International Competition

OCIEX Fund

USD 16.46 0.33 2.05%

Optimum International competes with Qs Us, Rbb Fund, Balanced Fund, Aam Select, and Volumetric Fund; 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 Abs Insights Correlation

Poor diversification

The correlation between Optimum International Fund and IEMSX is 0.77 (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 IEMSX in the same portfolio, assuming nothing else is changed.

Moving together with Optimum Mutual Fund

0.85	OASGX	Optimum Small Mid	Pair Corr
0.88	OASVX	Optimum Small Mid	Pair Corr
0.65	OCFIX	Optimum Fixed Income	Pair Corr
0.82	OCLVX	Optimum Large Cap	Pair Corr

Moving against Optimum Mutual Fund

0.37

DMO

Western Asset Mortgage

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
15.02	15.82	16.62

Details

Intrinsic

Valuation

Low	Real	High
15.91	16.71	17.51

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.

	FWNHTX	LMUSX	OPTCX	TWBIX	CPUCX	VOLMX	IEMSX
FWNHTX		-0.82	-0.86	-0.56	-0.6	-0.78	-0.64	FWNHTX
LMUSX	-0.82		0.93	0.82	0.7	0.9	0.66	LMUSX
OPTCX	-0.86	0.93		0.81	0.76	0.94	0.73	OPTCX
TWBIX	-0.56	0.82	0.81		0.75	0.83	0.51	TWBIX
CPUCX	-0.6	0.7	0.76	0.75		0.81	0.62	CPUCX
VOLMX	-0.78	0.9	0.94	0.83	0.81		0.79	VOLMX
IEMSX	-0.64	0.66	0.73	0.51	0.62	0.79		IEMSX
	FWNHTX	LMUSX	OPTCX	TWBIX	CPUCX	VOLMX	IEMSX

High positive correlations

VOLMX	+ 0.94	OPTCX
OPTCX	+ 0.93	LMUSX
VOLMX	+ 0.9	LMUSX
VOLMX	+ 0.83	TWBIX
TWBIX	+ 0.82	LMUSX
TWBIX	+ 0.81	OPTCX

High negative correlations

OPTCX	- 0.86	FWNHTX
LMUSX	- 0.82	FWNHTX
VOLMX	- 0.78	FWNHTX
IEMSX	- 0.64	FWNHTX
CPUCX	- 0.6	FWNHTX
TWBIX	- 0.56	FWNHTX

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
FWNHTX	0.52	(0.25)	0.00	0.88	0.00	0.00	0.01	(0.01)	8.62
LMUSX	0.63	0.04	0.02	0.14	0.71	(0.67)	1.56	(1.07)	4.94
OPTCX	0.14	0.01	(0.30)	0.14	0.00	(0.20)	0.30	(0.30)	1.00
TWBIX	0.35	(0.03)	(0.14)	0.03	0.46	(0.36)	0.76	(0.75)	2.41
CPUCX	0.14	0.00	(0.38)	0.06	0.12	(0.18)	0.32	(0.32)	0.75
VOLMX	0.56	0.02	0.00	0.12	0.56	(0.63)	1.33	(0.92)	3.45
IEMSX	0.71	0.15	0.06	2.81	0.88	(0.77)	1.72	(1.79)	5.04

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	FWNHTX	LMUSX	OPTCX	TWBIX	CPUCX	VOLMX	IEMSX
	2.05 16.46 Optimum	0 602.78 Fwnhtx	0.39 28.19 LMUSX	0.20 10.06 Rbb	0.33 21.43 Balanced	0.11 9.36 Aam	0.04 24.56 Volumetric	0.07 13.88 Abs
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	Weakest	Fair	Fair	Weak	Soft	Fair	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Fair	Low	Low	Low	Low	Low	Unknown
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Under 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 Sell	Strong Hold	Strong Sell	Strong Hold	Cautious Hold	Buy	Buy
Net Asset	577.72 M	N/A	737.74 M	35.56 M	908.63 M	220.92 M	36.55 M	N/A
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	500	N/A
Price To Book	1.46 X	N/A	2.45 X	N/A	2.74 X	N/A	2.53 X	N/A
Five Year Return	5.94 %	N/A	14.17 %	N/A	6.11 %	(0.25) %	5.95 %	N/A
One Year Return	28.43 %	N/A	15.13 %	N/A	8.02 %	5.54 %	(0.27) %	N/A
Last Dividend Paid	0.03	N/A	N/A	N/A	0.05	0.02	N/A	N/A
Price To Earning	13.49 X	N/A	16.41 X	N/A	17.99 X	N/A	17.28 X	N/A
Price To Sales	0.90 X	N/A	1.42 X	N/A	1.53 X	N/A	1.27 X	N/A
Cash Position Weight	1.02 %	N/A	1.85 %	N/A	2.09 %	2.00 %	14.70 %	N/A
Equity Positions Weight	98.96 %	N/A	98.15 %	N/A	56.34 %	N/A	85.30 %	N/A
Three Year Return	14.93 %	N/A	22.00 %	N/A	11.02 %	4.26 %	8.41 %	N/A
Annual Yield	0 %	N/A	N/A	0.04 %	0.02 %	0.04 %	N/A	N/A
Year To Date Return	7.14 %	N/A	1.41 %	N/A	0.66 %	0.46 %	1.77 %	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	2.11 %	20.02 %	N/A	N/A
Ten Year Return	3.48 %	N/A	11.40 %	N/A	8.62 %	N/A	7.57 %	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	16.46	602.78	28.19	10.06	21.43	9.36	24.56	13.88
Period Momentum Indicator	0.33	0.03	0.11	0.02	0.07	0.01	0.01	0.01
Rate Of Daily Change	1.02	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	16.46	602.78	28.19	10.06	21.43	9.36	24.56	13.88
Price Action Indicator	0.17	0.015	0.055	0.01	0.035	0.005	0.005	0.005
Coefficient Of Variation	582.19	(498.68)	762.46	578.01	1966.48	1370.62	715.69	605.96
Mean Deviation	0.6152	0.5151	0.6304	0.1412	0.3469	0.1421	0.5623	0.7102
Jensen Alpha	0.0686	(0.25)	0.039	0.0077	(0.03)	(0)	0.0247	0.1488
Total Risk Alpha	0.0392	(0.43)	0.008	0.0017	(0.04)	(0.02)	0.0109	0.0444
Sortino Ratio	0.0461	N/A	0.0164	(0.30)	(0.14)	(0.38)	4.0E-4	0.0561
Downside Variance	0.7037	N/A	0.7256	0.048	0.2866	0.05	0.495	1.35
Standard Deviation	0.7977	1.34	0.856	0.1858	0.4697	0.1805	0.706	0.9916
Kurtosis	0.1098	28.95	1.63	0.6347	0.9998	(0.16)	0.1711	1.61
Potential Upside	1.3	0.0149	1.56	0.3046	0.7594	0.3219	1.33	1.72
Treynor Ratio	0.1922	0.8795	0.1428	0.1358	0.0297	0.0591	0.1224	2.81
Maximum Drawdown	3.48	8.62	4.94	1.0	2.41	0.7544	3.45	5.04
Variance	0.6363	1.79	0.7327	0.0345	0.2206	0.0326	0.4984	0.9832
Market Risk Adjusted Performance	0.2022	0.8895	0.1528	0.1458	0.0397	0.0691	0.1324	2.82
Risk Adjusted Performance	0.1377	(0.16)	0.1058	0.1056	0.0337	0.0241	0.1107	0.1343
Skewness	(0.17)	(5.32)	0.4	(0.12)	(0.44)	(0.40)	(0.14)	(0.36)
Semi Deviation	0.6007	N/A	0.7137	0.0	0.4645	0.1219	0.5623	0.8825
Information Ratio	0.0485	(0.27)	0.0163	(0.36)	(0.16)	(0.47)	4.0E-4	0.0659
Value At Risk	(1.27)	(0.01)	(1.07)	(0.30)	(0.75)	(0.32)	(0.92)	(1.79)
Expected Short fall	(0.65)	N/A	(0.67)	(0.20)	(0.36)	(0.18)	(0.63)	(0.77)
Downside Deviation	0.8389	N/A	0.8518	0.219	0.5354	0.2237	0.7036	1.16
Semi Variance	0.3608	N/A	0.5094	(0.01)	0.2157	0.0149	0.3162	0.7788

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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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 Consumer Funds Theme or any other thematic opportunities.

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Other Information on Investing in Optimum Mutual Fund

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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