Power Income Competition

PWRIX Fund

USD 9.19 0.03 0.33%

Power Income competes with Multimanager Lifestyle, Tiaa Cref, Moderately Aggressive, Saat Moderate, and Franklin Lifesmart; as well as few others. The fund is listed under Nontraditional Bond category and is part of Donoghue Forlines LLC family. Analyzing Power Income 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 Power Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Power Income 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 Power Income competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
8.96	9.16	9.36

Details

Intrinsic

Valuation

Low	Real	High
8.90	9.10	9.30

Details

Power Income Competition Correlation Matrix

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

	JALMX	TSMLX	SAMAX	SMOAX	FRTCX	URFRX	TDIFX
JALMX		0.95	0.63	0.89	0.98	0.86	0.96	JALMX
TSMLX	0.95		0.75	0.78	0.93	0.96	0.89	TSMLX
SAMAX	0.63	0.75		0.24	0.65	0.89	0.46	SAMAX
SMOAX	0.89	0.78	0.24		0.87	0.6	0.95	SMOAX
FRTCX	0.98	0.93	0.65	0.87		0.84	0.95	FRTCX
URFRX	0.86	0.96	0.89	0.6	0.84		0.75	URFRX
TDIFX	0.96	0.89	0.46	0.95	0.95	0.75		TDIFX
	JALMX	TSMLX	SAMAX	SMOAX	FRTCX	URFRX	TDIFX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Power Mutual Fund performing well and Power Income 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 Power Income'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
JALMX	0.24	(0.02)	(0.31)	0.04	0.26	(0.27)	0.48	(0.55)	1.28
TSMLX	0.33	(0.04)	(0.22)	0.03	0.41	(0.36)	0.74	(0.66)	2.00
SAMAX	0.42	(0.01)	(0.09)	0.11	0.44	(0.47)	0.85	(0.83)	2.62
SMOAX	0.20	(0.02)	(0.42)	0.02	0.19	(0.23)	0.34	(0.42)	1.10
FRTCX	0.22	(0.01)	(0.31)	0.07	0.22	(0.24)	0.39	(0.48)	1.14
URFRX	0.43	(0.04)	(0.15)	0.05	0.50	(0.49)	0.95	(0.80)	2.44
TDIFX	0.16	(0.02)	(0.49)	0.01	0.15	(0.18)	0.35	(0.26)	0.95

Unable to evaluate fundamental data of [JALMX, TSMLX, SAMAX, SMOAX, FRTCX, URFRX, TDIFX] at this time. Please try again later

All Fundamental Data

Power Income Competitive Analysis

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

	PWRIX	JALMX	TSMLX	SAMAX	SMOAX	FRTCX	URFRX	TDIFX
	0.33 9.19 Power	0.39 12.73 MULTIMANAGER	0.53 15.30 Tiaa	0.32 12.47 Moderately	0.25 11.91 Saat	0.19 10.63 Franklin	0.07 13.84 Target	0.26 11.65 Dimensional
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)	OK	OK	OK	Good	Modest	OK	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Hold	Buy	Buy	Hold	Strong Hold	Buy	Hold
Net Asset	40.57 M	2.31 B	532.23 M	602.55 K	94.36 M	45.48 M	1.43 B	15.72 M
Minimum Initial Investment	100 K	N/A	N/A	N/A	100 K	N/A	500	N/A
Price To Book	0.92 X	2.08 X	2.23 X	N/A	2.21 X	1.50 X	1.92 X	N/A
Five Year Return	0.57 %	4.95 %	6.84 %	8.02 %	3.27 %	3.73 %	8.13 %	N/A
One Year Return	7.77 %	14.17 %	17.51 %	20.03 %	11.57 %	13.25 %	20.18 %	0.06 %
Last Dividend Paid	0.08	0.05	0.02	0.06	0.03	0.03	N/A	0.1
Price To Earning	15.56 X	18.46 X	19.62 X	N/A	17.34 X	16.27 X	17.37 X	N/A
Price To Sales	1.38 X	1.54 X	1.53 X	N/A	1.19 X	0.92 X	1.27 X	N/A
Cash Position Weight	4.26 %	5.75 %	2.72 %	15.84 %	12.08 %	8.68 %	2.04 %	23.84 %
Equity Positions Weight	17.14 %	37.50 %	57.87 %	59.65 %	32.73 %	25.92 %	85.33 %	19.90 %
Three Year Return	1.38 %	1.39 %	2.45 %	4.98 %	1.76 %	1.99 %	4.75 %	0.04 %
Annual Yield	0.04 %	0.03 %	0.02 %	0.01 %	0.03 %	0.04 %	0.02 %	0.03 %
Year To Date Return	5.12 %	8.71 %	11.58 %	14.15 %	7.95 %	8.59 %	14.25 %	(0) %
Bond Positions Weight	43.23 %	11.61 %	5.52 %	2.76 %	51.71 %	14.43 %	12.13 %	56.18 %
Ten Year Return	N/A	5.78 %	N/A	N/A	5.07 %	4.35 %	7.03 %	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	9.19	12.73	15.3	12.47	11.91	10.63	13.84	11.65
Period Momentum Indicator	0.03	0.05	0.08	(0.04)	0.03	0.02	0.01	0.03
Rate Of Daily Change	1.0	1.0	1.01	1.0	1.0	1.0	1.0	1.0
Day Median Price	9.19	12.73	15.3	12.47	11.91	10.63	13.84	11.65
Price Action Indicator	0.015	0.025	0.04	(0.02)	0.015	0.01	0.005	0.015
Coefficient Of Variation	955.72	1465.53	1979.8	724.52	1725.0	1033.27	1458.51	1669.4
Mean Deviation	0.0991	0.245	0.3298	0.4227	0.1972	0.218	0.4292	0.157
Jensen Alpha	0.0134	(0.02)	(0.04)	(0.01)	(0.02)	(0.01)	(0.04)	(0.02)
Total Risk Alpha	(0.02)	(0.04)	(0.05)	(0.02)	(0.03)	(0.02)	(0.06)	(0.03)
Sortino Ratio	(0.29)	(0.31)	(0.22)	(0.09)	(0.42)	(0.31)	(0.15)	(0.49)
Downside Variance	0.1307	0.1167	0.23	0.3255	0.0698	0.0999	0.3499	0.0538
Standard Deviation	0.1927	0.3065	0.4353	0.5524	0.2484	0.2711	0.5556	0.2
Kurtosis	10.31	(0.39)	0.6827	1.01	(0.13)	(0.15)	0.5947	(0.05)
Potential Upside	0.3286	0.4815	0.7363	0.8503	0.3419	0.3854	0.9524	0.3469
Treynor Ratio	(0.36)	0.0383	0.0285	0.1072	0.0222	0.0703	0.0495	0.0121
Maximum Drawdown	1.1	1.28	2.0	2.62	1.1	1.14	2.44	0.9492
Variance	0.0371	0.094	0.1895	0.3051	0.0617	0.0735	0.3087	0.04
Market Risk Adjusted Performance	(0.35)	0.0483	0.0385	0.1172	0.0322	0.0803	0.0595	0.0221
Risk Adjusted Performance	0.0504	0.0373	0.0311	0.1019	0.0236	0.0559	0.0487	0.0176
Skewness	0.1812	(0.18)	(0.32)	(0.01)	0.0497	(0.32)	(0.33)	0.0734
Semi Deviation	0.0406	0.2639	0.4068	0.4387	0.1926	0.2168	0.4989	0.1467
Information Ratio	(0.55)	(0.34)	(0.24)	(0.09)	(0.45)	(0.37)	(0.16)	(0.57)
Value At Risk	(0.22)	(0.55)	(0.66)	(0.83)	(0.42)	(0.48)	(0.80)	(0.26)
Expected Short fall	(0.20)	(0.27)	(0.36)	(0.47)	(0.23)	(0.24)	(0.49)	(0.18)
Downside Deviation	0.3615	0.3417	0.4796	0.5705	0.2643	0.316	0.5915	0.232
Semi Variance	0.0016	0.0696	0.1655	0.1925	0.0371	0.047	0.2489	0.0215

Power Income Competition Performance Charts

Five steps to successful analysis of Power Income Competition

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

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

In addition to having Power Income 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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Other Information on Investing in Power Mutual Fund

Power Income financial ratios help investors to determine whether Power 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 Power with respect to the benefits of owning Power Income security.

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