Pcm Fund Competition

Funds . USA . 
Fund . Pcm Fund
PCM Fund  USD 6.01  0.02  0.33%   
Pcm Fund competes with Hennessy, Ariel Focus, Invesco High, Amg Frontier, and Swiss Helvetia; as well as few others. The fund is not categorized under any group at the present time. Analyzing Pcm 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 Pcm Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pcm Fund Correlation with its peers.

Pcm Fund vs Simt Mid Correlation

Very good diversification

The correlation between Pcm Fund and SEMCX is -0.29 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Pcm Fund and SEMCX in the same portfolio, assuming nothing else is changed.

Moving against Pcm Fund

  0.35FEMDX Franklin Emerging MarketPairCorr
  0.35OGMIX Oppenheimer Gold SpecialPairCorr
  0.32PGJCX Prudential JennisonPairCorr
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pcm 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
LowEstimatedHigh
5.426.016.60
Details
Intrinsic
Valuation
LowRealHigh
5.436.026.61
Details
Naive
Forecast
LowNextHigh
5.375.976.56
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.966.046.13
Details

Pcm Fund Competition Correlation Matrix

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

Risk-Adjusted Indicators

There is a big difference between Pcm Fund performing well and Pcm Fund 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 Pcm 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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
HMSFX  0.65  0.17  0.17  1.66  0.56 
(0.77)
 1.30 
(1.09)
 3.90 
ARFFX  0.90  0.30  0.32  0.49  0.50 
(1.16)
 1.88 
(1.31)
 14.87 
VLT  0.28  0.04  0.01 (1.16) 0.18 
(0.36)
 0.64 
(0.45)
 1.82 
MSSVX  1.10  0.09  0.06  0.10  1.37 
(1.15)
 2.26 
(2.67)
 5.83 
SWZ  0.49 (0.03) 0.00  0.31  0.00 
 0.00 
 0.85 
(1.16)
 4.62 
GDO  0.40  0.01 (0.03) 0.10  0.48 
(0.47)
 0.94 
(0.85)
 2.40 
BJBHX  0.12  0.02 (0.09) 4.56  0.00 
(0.18)
 0.26 
(0.13)
 0.53 
RGT  0.64  0.17  0.19  0.34  0.47 
(0.76)
 1.18 
(1.00)
 2.32 
SPTE  0.97  0.07  0.02  0.96  1.50 
(0.86)
 1.88 
(2.31)
 5.49 
SEMCX  1.13  0.43  0.51  0.91  0.00 
(1.51)
 1.52 
(1.40)
 28.48 

Pcm Fund Competitive Analysis

The better you understand Pcm Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pcm 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 Pcm 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
PCM HMSFX ARFFX VLT MSSVX SWZ GDO BJBHX RGT SPTE
 0.33 
 6.01 
Pcm
 0.24 
 12.48 
Hennessy
 0.53 
 18.72 
Ariel
 0.72 
 11.18 
Invesco
 2.73 
 8.91 
Amg
 0.17 
 5.92 
Swiss
 0.86 
 11.54 
Western
 0.13 
 7.78 
Aberdeen
 2.28 
 14.57 
Royce
 1.85 
 37.41 
SPTE
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weakest
Solid
Solid
Fair
Fair
Weakest
Fair
Solid
Solid
Soft
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Strong Sell
Not Available
Not Available
Not Available
Not Available
Strong Sell
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Buy
Strong Buy
Strong Hold
Strong Buy
Strong Hold
Strong Buy
Hold
Strong Buy
Strong Hold
Net Asset
N/A
72.34 M
75.36 M
113.33 M
79.5 M
N/A
N/A
75.24 M
84.16 M
N/A
EBITDA
N/A
N/A
N/A
7.36 M
N/A
N/A
N/A
N/A
8.79 M
N/A
Price To Book
0.92
N/A
1.95
1.0
2.77
0.76
N/A
N/A
1.05
N/A
Five Year Return
3.28
23.34
10.73
8.42
6.78
2.56
0.74
3.39
6.6
N/A
Retained Earnings
(87.94 M)
N/A
N/A
(28.51 M)
N/A
161.67 M
N/A
N/A
23.97 M
N/A
One Year Return
9.14
-4.61
25.03
N/A
15.46
-3.52
14.38
7.11
N/A
35.9
Beta
0.68
N/A
N/A
0.73
N/A
0.78
0.4
N/A
0.91
N/A
Cash Position Weight
N/A
4.12
2.17
N/A
3.2
N/A
N/A
3.92
N/A
N/A
Equity Positions Weight
N/A
95.88
97.84
N/A
96.8
N/A
N/A
N/A
N/A
N/A
Shares Outstanding
11.78 M
N/A
N/A
6.5 M
N/A
13.21 M
14.94 M
N/A
6.52 M
N/A
Three Year Return
7.9
18.45
14.13
N/A
14.22
3.48
6.66
8.06
N/A
N/A
Cash Flow From Operations
6.78 M
N/A
N/A
7.05 M
N/A
N/A
N/A
N/A
19.6 M
N/A
Annual Yield
0.0167
0.0889
0.0093
0.1
0.0174
2.0E-4
0.0065
0.0636
0.0127
N/A
Total Debt
86.36 M
N/A
N/A
30.55 M
N/A
1.73 M
N/A
N/A
2 M
N/A
Return On Equity
-10.22
N/A
N/A
0.0648
N/A
-17.56
N/A
N/A
-27.07
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
36.69
N/A
N/A
Number Of Shares Shorted
74.03 K
N/A
N/A
49.08 K
N/A
9.94 K
1.29 K
N/A
7.58 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
132.62 M
26 M
51.99 M
113.33 M
2.14 M
481.37 M
N/A
49.35 M
84.16 M
N/A
Last Dividend Paid
0.96
0.26
N/A
1.16
N/A
0.67
1.21
0.04
N/A
N/A
Short Ratio
2.05
N/A
N/A
2.93
N/A
0.46
0.03
N/A
0.21
N/A
Shares Owned By Institutions
8.36
N/A
N/A
8.57
N/A
35.51
30.1
N/A
28.03
N/A
Market Capitalization
121.16 M
N/A
N/A
72.39 M
N/A
93.14 M
218.8 M
N/A
94.49 M
N/A
Price To Earning
21.3
N/A
17.26
100.67
23.55
6.13
10.41
N/A
3.86
N/A
Price To Sales
9.8
N/A
1.43
9.5
1.37
35.81
N/A
N/A
1.92
N/A
Net Income
(10.31 M)
N/A
N/A
7.36 M
N/A
(22.89 M)
N/A
N/A
65.94 M
N/A
Earnings Per Share
0.41
N/A
N/A
0.75
N/A
1.29
1.38
N/A
2.2
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
0.2
N/A
N/A
17.58
N/A
Year To Date Return
0.41
5.27
7.82
N/A
8.52
2.02
1.26
1.15
N/A
N/A
Revenue
11.72 M
N/A
N/A
7.8 M
N/A
2.91 M
N/A
N/A
1.88 M
N/A
Ten Year Return
N/A
N/A
6.84
N/A
10.98
N/A
N/A
4.5
N/A
N/A
Day Typical Price
6.01
12.48
18.72
11.15
8.91
5.94
11.58
7.78
14.53
37.63
Accumulation Distribution
0.0066
N/A
N/A
0.0089
N/A
0.0084
0.0111
N/A
0.0157
0.0619
Market Facilitation Index
0.04
N/A
N/A
0.1
N/A
0.05
0.13
N/A
0.23
2.41
Daily Balance Of Power
0.5
0
0
0.8
0
(0.20)
(0.77)
0
(1.48)
0.2822
Period Momentum Indicator
0.02
(0.03)
(0.10)
0.08
(0.25)
(0.01)
(0.10)
(0.01)
(0.34)
0.68
Rate Of Daily Change
1.0
1.0
0.99
1.01
0.97
1.0
0.99
1.0
0.98
1.02
Day Median Price
6.01
12.48
18.72
11.13
8.91
5.95
11.61
7.78
14.51
37.74
Price Action Indicator
0.01
(0.01)
(0.05)
0.09
(0.12)
(0.03)
(0.12)
(0.01)
(0.10)
0.015
Relative Strength Index
46.41
70.9
71.16
57.41
56.06
36.55
51.53
73.34
73.26
56.56
Coefficient Of Variation
(1,836)
454.64
558.63
746.24
1023.7
(2,774)
2080.33
483.1
499.44
1536.18
Mean Deviation
0.4504
0.6546
0.9044
0.2826
1.1
0.488
0.4039
0.1153
0.6365
0.9657
Jensen Alpha
(0.05)
0.1661
0.303
0.0385
0.0863
(0.03)
0.0109
0.0195
0.1716
0.0696
Total Risk Alpha
(0.07)
0.1302
0.2356
0.0203
0.0606
(0.07)
(0.01)
0.0127
0.1427
0.0112
Sortino Ratio
N/A
0.1665
0.3223
0.0078
0.0588
N/A
(0.03)
(0.09)
0.1939
0.0234
Downside Variance
N/A
0.6544
0.8177
0.1012
2.6
N/A
0.3704
0.0279
0.6502
2.53
Standard Deviation
0.607
0.8166
1.88
0.3539
1.43
0.7051
0.5549
0.143
1.01
1.26
Kurtosis
1.1
0.0575
38.11
0.5626
(0.08)
6.37
0.5001
(0.28)
14.49
0.1264
Potential Upside
0.6791
1.3
1.88
0.6369
2.26
0.8489
0.9442
0.2625
1.18
1.88
Treynor Ratio
(0.26)
1.66
0.4864
(1.16)
0.1044
0.3062
0.1012
4.56
0.3389
0.9564
Maximum Drawdown
3.32
3.9
14.87
1.82
5.83
4.62
2.4
0.5277
2.32
5.49
Variance
0.3684
0.6669
3.53
0.1252
2.05
0.4972
0.3079
0.0205
1.01
1.59
Market Risk Adjusted Performance
(0.25)
1.67
0.4964
(1.15)
0.1144
0.3162
0.1112
4.57
0.3489
0.9664
Risk Adjusted Performance
(0.04)
0.1602
0.1356
0.0865
0.0756
(0.03)
0.0317
0.1091
0.1476
0.0514
Skewness
(0.41)
(0.42)
5.41
0.3967
(0.40)
(1.62)
0.117
0.1125
2.43
(0.67)
Semi Deviation
N/A
0.5639
0.5014
0.1794
1.37
N/A
0.476
0.0
0.4734
1.5
Information Ratio
(0.13)
0.1649
0.1551
0.007
0.0663
(0.1)
(0.03)
(0.11)
0.1555
0.0295
Value At Risk
(1.31)
(1.09)
(1.31)
(0.45)
(2.67)
(1.16)
(0.85)
(0.13)
(1.00)
(2.31)
Expected Short fall
N/A
(0.77)
(1.16)
(0.36)
(1.15)
N/A
(0.47)
(0.18)
(0.76)
(0.86)
Downside Deviation
N/A
0.8089
0.9043
0.3181
1.61
N/A
0.6086
0.1671
0.8064
1.59
Semi Variance
N/A
0.318
0.2514
0.0322
1.89
N/A
0.2265
(0.02)
0.2241
2.24

Pcm Fund Competition Performance Charts

Five steps to successful analysis of Pcm Fund Competition

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

In addition to having Pcm 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.

Did You Try This Idea?

Run Natural Foods Thematic Idea Now

Natural Foods
Natural Foods Theme
Companies producing natural foods including dairy products and different types of meets. The Natural Foods theme has 46 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 Natural Foods Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Pcm Fund

Pcm Fund financial ratios help investors to determine whether Pcm 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 Pcm with respect to the benefits of owning Pcm Fund security.
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2026 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY