Ab Small Competition

Mutual Funds . USA . 
Fund . Ab Small Cap
QUAKX Fund  USD 70.41  1.02  1.47%   
Ab Small Cap competes with Ab Large, Ab Small, Ab Small, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Small Growth category and is part of AllianceBernstein family. The entity is thematically classified as Small Growth Funds. Analyzing Ab Small 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 Ab Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ab Small 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 Ab Small competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
69.1370.4171.69
Details
Intrinsic
Valuation
LowRealHigh
61.0362.3177.45
Details
Naive
Forecast
LowNextHigh
66.8368.1169.40
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
69.1170.0771.03
Details

Ab Small Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ab Small 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 QUAKX 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 Ab Small Cap does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
QUACX
+ 1.0
QUAIX
QUAIX
+ 0.84
ALCKX
QUACX
+ 0.84
ALCKX
RRTLX
+ 0.81
MSTSX
OSHDF
+ 0.78
VIASP
RRTLX
+ 0.76
QUAIX
  
High negative correlations   
VIASP
- 0.13
MSTSX
OSHDF
- 0.05
MSTSX
RRTLX
- 0.04
VIASP
70082LAB3
- 0.0
AQUI
OSHDF
- 0.0
AQUI
RRTLX
- 0.0
AQUI

Risk-Adjusted Indicators

There is a big difference between QUAKX Mutual Fund performing well and Ab Small 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 Ab Small'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
ALCKX  0.70 (0.01)(0.03) 0.10  0.98 
(0.71)
 1.57 
(1.79)
 4.75 
QUAIX  0.95  0.13  0.02  0.97  1.08 
(1.03)
 2.10 
(2.14)
 6.76 
QUACX  0.95  0.13  0.02  0.95  1.07 
(0.99)
 2.06 
(2.15)
 6.79 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.50 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.02 (0.41) 2.96  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
VIASP  0.72  0.00 (0.02) 0.00  1.05 
(0.80)
 2.28 
(1.15)
 7.18 
RRTLX  0.24  0.00 (0.33) 0.37  0.26 
(0.27)
 0.56 
(0.56)
 1.37 
OSHDF  39.65  22.65  0.00 (0.96) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  0.99  0.03 (0.04) 1.55  2.18 
(1.09)
 1.75 
(1.69)
 24.27 
All Fundamental Data

Ab Small Competitive Analysis

The better you understand Ab Small competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ab Small'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 Ab Small'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
QUAKX ALCKX QUAIX QUACX AQUI MSTSX LBHIX VIASP RRTLX OSHDF
 1.47 
 70.41 
QUAKX
 0.23 
 104.43 
ALCKX
 1.92 
 76.86 
QUAIX
 1.47 
 29.72 
QUACX
 0.00 
 0.01 
Aquagold
 0.43 
 11.73 
Morningstar
 0.24 
 4.25 
Thrivent
 0.54 
 22.46 
Via
 0.24 
 12.57 
RRTLX
 1,329 
 0.01 
Oshidori
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
OK
OK
OK
OK
Very Weak
Insignificant
Good
OK
Weak
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Average
Low
Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over 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)
Buy
Strong Hold
Hold
Hold
Strong Sell
Strong Hold
Strong Sell
Hold
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
Net Asset
1.9 B
8 B
1.9 B
4.02 B
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
Price To Book
3.72
4.73
3.99
3.72
N/A
N/A
1.58
N/A
2.13
0.005
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
Five Year Return
8.75
15.98
9.06
7.95
N/A
8.6
3.31
8.97
0.0406
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
35.14
30.77
35.43
34.08
N/A
19.87
11.68
N/A
0.067
N/A
Beta
N/A
N/A
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
Cash Position Weight
2.67
4.97
2.67
2.67
N/A
14.28
6.56
N/A
7.22
N/A
Equity Positions Weight
97.33
95.03
97.33
97.33
N/A
61.63
0.07
N/A
38.52
N/A
Number Of Employees
1
1
1
1
7
1
1
169
1
31
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
Three Year Return
-7.26
5.9
-6.94
-7.9
N/A
7.0
2.59
N/A
0.0491
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
Annual Yield
N/A
N/A
N/A
N/A
N/A
0.021
0.0617
0.0972
0.0211
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
92.23
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
5.38 B
17.9 B
3.97 B
27.35 M
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
Last Dividend Paid
N/A
N/A
N/A
N/A
N/A
N/A
0.02
0.73
0.14
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
Price To Earning
25.57
3.85
28.88
25.57
-0.22
N/A
35.48
26.83
18.25
N/A
Price To Sales
1.9
2.6
2.08
1.9
N/A
N/A
1.23
N/A
1.57
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
Year To Date Return
20.21
22.95
20.42
19.4
N/A
13.69
6.69
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
Ten Year Return
16.02
16.76
16.34
15.09
N/A
N/A
6.0
N/A
5.76
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
Day Typical Price
70.41
104.43
76.86
29.72
0.006
11.73
4.25
22.4
12.57
0.01
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0085
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.19
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
0.0
9.2 T
9.2 T
0.6316
9.2 T
9.2 T
Period Momentum Indicator
1.02
0.24
1.45
0.43
N/A
0.05
0.01
0.12
0.03
0.0093
Rate Of Daily Change
1.01
1.0
1.02
1.01
1.0
1.0
1.0
1.01
1.0
14.29
Day Median Price
70.41
104.43
76.86
29.72
0.006
11.73
4.25
22.37
12.57
0.01
Price Action Indicator
0.51
0.12
0.73
0.21
N/A
0.025
0.005
0.16
0.015
0.0046
Relative Strength Index
10.6
50.68
12.27
12.21
N/A
13.35
11.7
67.94
37.24
N/A
Coefficient Of Variation
649.8
993.89
810.95
827.76
N/A
1372.45
583.8
1077.04
2073.35
812.4
Mean Deviation
0.9522
0.6963
0.9516
0.9462
N/A
0.4952
0.1099
0.7202
0.2405
39.65
Jensen Alpha
0.0142
(0.01)
0.1316
0.128
N/A
(0.04)
0.0182
N/A
0.0034
22.65
Total Risk Alpha
(0.01)
(0.07)
(0.05)
(0.06)
N/A
(0.06)
(0.01)
(0.08)
(0.04)
(5.63)
Sortino Ratio
0.0539
(0.03)
0.0231
0.0202
N/A
(0.13)
(0.41)
(0.02)
(0.33)
N/A
Downside Variance
1.65
1.46
1.63
1.63
N/A
0.4204
0.0625
1.57
0.1206
N/A
Standard Deviation
1.3
0.9878
1.3
1.3
N/A
0.6394
0.1689
1.14
0.3112
163.54
Kurtosis
1.75
1.45
1.74
1.83
N/A
(0)
3.69
5.9
(0.02)
66.0
Potential Upside
2.1
1.57
2.1
2.06
N/A
1.21
0.2381
2.28
0.5564
N/A
Treynor Ratio
0.1305
0.1038
0.9739
0.9513
N/A
0.0585
2.96
N/A
0.374
(0.96)
Maximum Drawdown
6.77
4.75
6.76
6.79
N/A
2.8
0.9552
7.18
1.37
1328.57
Variance
1.69
0.9758
1.69
1.68
N/A
0.4088
0.0285
1.31
0.0969
26743.97
Market Risk Adjusted Performance
0.1405
0.1138
0.9839
0.9613
N/A
0.0685
2.97
N/A
0.384
(0.95)
Risk Adjusted Performance
0.1221
0.0794
0.0987
0.0967
N/A
0.0539
0.096
0.0745
0.0223
0.1044
Skewness
0.1246
(0.75)
0.1897
0.1969
N/A
0.1122
1.16
(0.94)
0.0832
8.12
Semi Deviation
1.03
0.9843
1.08
1.07
N/A
0.5171
0.0
1.05
0.264
N/A
Information Ratio
0.0533
(0.03)
0.0227
0.0199
N/A
(0.13)
(0.60)
(0.02)
(0.37)
0.1223
Value At Risk
(2.15)
(1.79)
(2.14)
(2.15)
N/A
(1.02)
(0.24)
(1.15)
(0.56)
N/A
Expected Short fall
(1.01)
(0.71)
(1.03)
(0.99)
N/A
(0.61)
(0.29)
(0.80)
(0.27)
N/A
Downside Deviation
1.28
1.21
1.28
1.28
N/A
0.6484
0.25
1.25
0.3473
N/A
Semi Variance
1.06
0.9689
1.17
1.14
N/A
0.2674
(0.02)
1.1
0.0697
N/A

Ab Small Competition Performance Charts

Five steps to successful analysis of Ab Small Competition

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

In addition to having Ab Small 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 QUAKX Mutual Fund

Ab Small financial ratios help investors to determine whether QUAKX 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 QUAKX with respect to the benefits of owning Ab Small security.
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