Fisher Investments Competition

QDIBX Fund

USD 9.05 0.04 0.44%

Fisher Fixed Income competes with California Bond, Multisector Bond, Bbh Intermediate, Inflation-protected, and Artisan High; as well as few others. The fund is listed under Intermediate Core Bond category and is part of Fisher Investments family. The entity is thematically classified as Consumer Funds. Analyzing Fisher Investments 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 Fisher Investments to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fisher Investments 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 Fisher Investments competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
8.69	9.01	9.33

Details

Intrinsic

Valuation

Low	Real	High
8.39	8.71	9.03

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Fisher Investments. Your research has to be compared to or analyzed against Fisher Investments' peers to derive any actionable benefits. When done correctly, Fisher Investments' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Fisher Fixed Income.

Fisher Investments Competition Correlation Matrix

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

	USCBX	MBSAX	BBINX	IPBAX	ARTFX	LBIIX	ABNTX
USCBX		0.75	0.92	0.19	0.13	0.62	0.57	USCBX
MBSAX	0.75		0.77	0.4	0.15	0.76	0.78	MBSAX
BBINX	0.92	0.77		0.09	0.0	0.82	0.76	BBINX
IPBAX	0.19	0.4	0.09		0.74	-0.12	0.22	IPBAX
ARTFX	0.13	0.15	0.0	0.74		-0.33	-0.09	ARTFX
LBIIX	0.62	0.76	0.82	-0.12	-0.33		0.88	LBIIX
ABNTX	0.57	0.78	0.76	0.22	-0.09	0.88		ABNTX
	USCBX	MBSAX	BBINX	IPBAX	ARTFX	LBIIX	ABNTX

Click cells to compare fundamentals

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High positive correlations

BBINX	+ 0.92	USCBX
ABNTX	+ 0.88	LBIIX
LBIIX	+ 0.82	BBINX
ABNTX	+ 0.78	MBSAX
BBINX	+ 0.77	MBSAX
LBIIX	+ 0.76	MBSAX

High negative correlations

LBIIX	- 0.33	ARTFX
LBIIX	- 0.12	IPBAX
ABNTX	- 0.09	ARTFX
ARTFX	- 0.0	BBINX

Risk-Adjusted Indicators

There is a big difference between Fisher Mutual Fund performing well and Fisher Investments 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 Fisher Investments' 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
USCBX	0.16	0.02	(0.24)	(0.09)	0.22	(0.23)	0.39	(0.29)	1.74
MBSAX	0.21	(0.01)	(0.36)	0.03	0.24	(0.22)	0.37	(0.44)	1.25
BBINX	0.12	0.01	(0.41)	0.01	0.15	(0.19)	0.29	(0.29)	1.07
IPBAX	0.33	(0.02)	(0.18)	0.07	0.33	(0.39)	0.59	(0.58)	1.94
ARTFX	0.12	0.03	(0.56)	0.58	0.00	(0.21)	0.33	(0.22)	1.01
LBIIX	0.23	(0.01)	0.00	0.34	0.00	0.00	0.37	(0.61)	1.35
ABNTX	0.14	(0.01)	(0.49)	(0.75)	0.19	(0.17)	0.29	(0.30)	0.88

Unable to evaluate fundamental data of [USCBX, MBSAX, BBINX, IPBAX, ARTFX, LBIIX, ABNTX] at this time. Please try again later

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Fisher Investments Competitive Analysis

The better you understand Fisher Investments competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fisher Investments' 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 Fisher Investments' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	QDIBX	USCBX	MBSAX	BBINX	IPBAX	ARTFX	LBIIX	ABNTX
	0.44 9.05 Fisher	0.29 10.51 California	0.29 13.72 Multisector	0.19 10.37 Bbh	0.57 10.56 Inflation-protected	0.22 9.17 Artisan	0.49 8.23 THRIVENT	0.20 10.18 ABNTX
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)	Very Weak	Insignificant	Modest	Weak	OK	Solid	Very Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Over 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)	Sell	Sell	Cautious Hold	Sell	Strong Hold	Strong Sell	Sell	Sell
Net Asset	2.97 M	511.02 M	23.13 M	739.58 M	76.86 M	6.53 B	923.87 M	625.25 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	2 K	5 M
Price To Book	N/A	N/A	N/A	N/A	2.07 X	N/A	N/A	N/A
Five Year Return	N/A	1.15 %	5.62 %	1.41 %	4.07 %	6.24 %	1.23 %	3.28 %
One Year Return	6.27 %	6.38 %	13.57 %	5.84 %	14.12 %	12.57 %	8.84 %	6.94 %
Last Dividend Paid	0.27	0.02	N/A	0.01	0.07	0.04	0.02	0.06
Price To Earning	N/A	N/A	N/A	N/A	25.36 X	N/A	N/A	N/A
Price To Sales	N/A	N/A	N/A	N/A	1.42 X	N/A	0.63 X	N/A
Cash Position Weight	9.91 %	N/A	41.91 %	0.19 %	1.76 %	11.91 %	0.16 %	42.81 %
Equity Positions Weight	N/A	N/A	N/A	N/A	15.36 %	N/A	N/A	N/A
Three Year Return	(2.04) %	(0.39) %	6.93 %	0.66 %	1.77 %	4.22 %	(1.49) %	0.18 %
Annual Yield	0.03 %	0.01 %	0 %	0 %	0.02 %	0 %	0.01 %	0 %
Year To Date Return	2.06 %	2.20 %	7.93 %	2.32 %	9.91 %	8.11 %	3.47 %	3.95 %
Bond Positions Weight	90.09 %	3.40 %	58.09 %	N/A	1.47 %	19.23 %	89.82 %	53.01 %
Ten Year Return	N/A	4.88 %	N/A	N/A	2.96 %	N/A	5.71 %	2.91 %
Day Typical Price	9.05	10.51	13.72	10.37	10.56	9.17	8.23	10.18
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
Period Momentum Indicator	0.04	0.03	0.04	0.02	0.06	0.02	0.04	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.0	1.0	1.0
Day Median Price	9.05	10.51	13.72	10.37	10.56	9.17	8.23	10.18
Price Action Indicator	0.02	0.015	0.02	0.01	0.03	0.01	0.02	0.01
Relative Strength Index	43.13	56.6	66.48	54.07	63.73	77.89	52.5	41.63
Coefficient Of Variation	(1,620)	1428.05	1809.53	2133.2	1023.22	407.3	(9,281)	109569.13
Mean Deviation	0.2458	0.1579	0.2084	0.1176	0.3267	0.1201	0.2254	0.1398
Jensen Alpha	(0.02)	0.0207	(0.01)	0.0069	(0.02)	0.0256	(0.01)	(0.01)
Total Risk Alpha	(0.08)	(0.03)	(0.04)	(0.03)	(0.03)	0.0063	(0.06)	(0.04)
Sortino Ratio	N/A	(0.24)	(0.36)	(0.41)	(0.18)	(0.56)	N/A	(0.49)
Downside Variance	N/A	0.1934	0.0967	0.0824	0.2174	0.0225	N/A	0.0656
Standard Deviation	0.3167	0.2746	0.2682	0.1918	0.4125	0.1712	0.3014	0.1852
Kurtosis	0.4707	6.5	0.4993	5.35	0.2793	5.39	0.9805	0.3562
Potential Upside	0.4381	0.388	0.3706	0.2918	0.5911	0.3311	0.3659	0.2935
Treynor Ratio	0.5026	(0.09)	0.0347	0.0147	0.0684	0.5782	0.3388	(0.75)
Maximum Drawdown	1.23	1.74	1.25	1.07	1.94	1.01	1.35	0.8778
Variance	0.1003	0.0754	0.0719	0.0368	0.1702	0.0293	0.0909	0.0343
Market Risk Adjusted Performance	0.5126	(0.08)	0.0447	0.0247	0.0784	0.5882	0.3488	(0.74)
Risk Adjusted Performance	(0.06)	0.0358	0.0238	0.006	0.0663	0.1534	(0.02)	(0.03)
Skewness	0.1047	(1.03)	(0.21)	(0.97)	(0.31)	1.74	(0.02)	(0.65)
Semi Deviation	N/A	0.219	0.2392	0.1464	0.3346	0.0	N/A	0.1854
Information Ratio	(0.46)	(0.39)	(0.41)	(0.61)	(0.21)	(0.49)	(0.43)	(0.68)
Value At Risk	(0.56)	(0.29)	(0.44)	(0.29)	(0.58)	(0.22)	(0.61)	(0.30)
Expected Short fall	N/A	(0.23)	(0.22)	(0.19)	(0.39)	(0.21)	N/A	(0.17)
Downside Deviation	N/A	0.4397	0.3109	0.287	0.4663	0.1501	N/A	0.2562
Semi Variance	N/A	0.048	0.0572	0.0214	0.112	(0.03)	N/A	0.0344

Fisher Investments Competition Performance Charts

Five steps to successful analysis of Fisher Investments Competition

Fisher Investments' 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 Fisher Fixed Income in relation to its competition. Fisher Investments' competition analysis typically involves several steps, including:

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

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Other Information on Investing in Fisher Mutual Fund

Fisher Investments financial ratios help investors to determine whether Fisher 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 Fisher with respect to the benefits of owning Fisher Investments security.

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