Us Defensive Competition

REQAX Fund

USD 43.06 0.14 0.33%

Us Defensive Equity competes with Artisan High, Calvert High, Fidelity Capital, Lord Abbett, and Gmo High; as well as few others. The fund is listed under Large Blend category and is part of Russell family. Analyzing Us Defensive 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 Us Defensive to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Us Defensive Correlation with its peers.

Us Defensive vs Dunham High Correlation

Very poor diversification

The correlation between Us Defensive Equity and DAHYX is 0.89 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Us Defensive Equity and DAHYX in the same portfolio, assuming nothing else is changed.

Moving together with REQAX Mutual Fund

0.69

RNTTX

International Developed

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
41.12	43.06	45.00

Details

Intrinsic

Valuation

Low	Real	High
38.75	45.74	47.68

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Us Defensive. Your research has to be compared to or analyzed against Us Defensive's peers to derive any actionable benefits. When done correctly, Us Defensive's 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 Us Defensive Equity.

Us Defensive Competition Correlation Matrix

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

	ARTFX	CYBAX	FAGIX	LHYOX	GMOZX	PHIAX	SGYAX	DAHYX
ARTFX		0.95	0.95	0.96	0.92	0.91	0.97	0.93	ARTFX
CYBAX	0.95		0.94	0.98	0.96	0.95	0.95	0.96	CYBAX
FAGIX	0.95	0.94		0.96	0.94	0.94	0.96	0.94	FAGIX
LHYOX	0.96	0.98	0.96		0.95	0.96	0.96	0.96	LHYOX
GMOZX	0.92	0.96	0.94	0.95		0.96	0.96	0.96	GMOZX
PHIAX	0.91	0.95	0.94	0.96	0.96		0.96	0.97	PHIAX
SGYAX	0.97	0.95	0.96	0.96	0.96	0.96		0.97	SGYAX
DAHYX	0.93	0.96	0.94	0.96	0.96	0.97	0.97		DAHYX
	ARTFX	CYBAX	FAGIX	LHYOX	GMOZX	PHIAX	SGYAX	DAHYX

Risk-Adjusted Indicators

There is a big difference between REQAX Mutual Fund performing well and Us Defensive 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 Us Defensive'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
ARTFX	0.08	0.00	(0.62)	0.03	0.00	(0.16)	0.22	(0.11)	0.66
CYBAX	0.09	0.02	(0.62)	1.19	0.00	(0.12)	0.24	(0.12)	0.76
FAGIX	0.28	0.01	(0.12)	0.12	0.28	(0.32)	0.56	(0.63)	1.40
LHYOX	0.13	0.02	(0.29)	(5.87)	0.00	(0.22)	0.32	(0.16)	1.11
GMOZX	0.08	0.02	(0.36)	0.24	0.00	(0.12)	0.23	(0.12)	0.71
PHIAX	0.08	0.02	(0.43)	1.42	0.00	(0.14)	0.23	(0.11)	0.45
SGYAX	0.11	0.02	(0.38)	0.32	0.00	(0.24)	0.28	(0.14)	0.86
DAHYX	0.11	0.02	(0.37)	5.08	0.00	(0.16)	0.23	(0.23)	0.69

Us Defensive Competitive Analysis

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

	REQAX	ARTFX	CYBAX	FAGIX	LHYOX	GMOZX	PHIAX	SGYAX	DAHYX
	0.33 43.06 REQAX	0.22 9.18 Artisan	0.08 25.18 Calvert	0.09 11.06 Fidelity	0.16 6.44 Lord	0.06 17.33 Gmo	0.11 8.94 PACE	0.14 7.07 Siit	0.11 8.88 Dunham
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Fair	Good	Good	Good	Solid	Solid	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Over 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Sell	Strong Sell	Hold	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Cautious Hold
Net Asset	525.43 M	10.35 B	514.98 M	15.02 B	6.79 B	139.62 M	348.52 M	2.94 B	239.63 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	100 K	N/A
Price To Book	2.69	N/A	N/A	2.57	N/A	N/A	1.33	0.4	N/A
Five Year Return	10.71	5.21	3.13	6.81	3.44	N/A	3.71	5.26	4.16
One Year Return	9.03	7.08	6.57	11.83	7.49	N/A	7.91	7.45	6.55
Last Dividend Paid	0.03	0.04	0.09	N/A	0.03	N/A	0.04	0.05	0.03
Price To Earning	18.33	N/A	N/A	15.93	N/A	N/A	5.53	11.94	N/A
Price To Sales	1.24	N/A	N/A	1.09	N/A	N/A	0.34	0.24	N/A
Cash Position Weight	4.78	11.91	2.58	8.78	-0.01	N/A	1.71	1.94	4.23
Equity Positions Weight	95.22	N/A	0.61	20.01	2.75	N/A	0.53	1.75	1.55
Three Year Return	13.62	8.8	7.23	11.07	8.24	N/A	8.33	9.2	8.28
Annual Yield	0.007	0.067	0.0548	0.0468	0.0745	0.0565	0.0594	0.0808	0.0575
Year To Date Return	0.93	0.72	0.27	1.81	1.1	N/A	0.34	1.09	0.74
Bond Positions Weight	N/A	19.23	13.33	69.02	14.23	N/A	39.36	93.61	14.35
Ten Year Return	11.82	N/A	5.83	6.9	6.47	N/A	5.38	6.5	4.79
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	43.06	9.18	25.18	11.06	6.44	17.33	8.94	7.07	8.88
Period Momentum Indicator	0.14	(0.02)	0.02	0.01	0.01	0.01	0.01	0.01	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	43.06	9.18	25.18	11.06	6.44	17.33	8.94	7.07	8.88
Price Action Indicator	0.07	(0.01)	0.01	0.005	0.005	0.005	0.005	0.005	0.005
Coefficient Of Variation	789.72	1079.58	507.21	826.32	556.78	342.41	289.05	545.15	416.36
Mean Deviation	0.7472	0.0831	0.0933	0.2809	0.1331	0.0833	0.0804	0.1059	0.1093
Jensen Alpha	0.2129	(0)	0.0162	0.0096	0.0238	0.016	0.0229	0.0152	0.0225
Total Risk Alpha	0.0336	(0.01)	0.0031	(0)	0.0042	0.0123	0.0141	0.0033	0.0087
Sortino Ratio	0.1776	(0.62)	(0.62)	(0.12)	(0.29)	(0.36)	(0.43)	(0.38)	(0.37)
Downside Variance	0.6482	0.0168	0.011	0.1779	0.0411	0.0259	0.0185	0.0273	0.0268
Standard Deviation	1.86	0.1261	0.1391	0.3613	0.1864	0.1183	0.0992	0.166	0.1369
Kurtosis	48.33	5.59	4.38	0.2374	4.31	2.93	(0.05)	6.37	0.4214
Potential Upside	1.2	0.2191	0.2429	0.5602	0.318	0.2339	0.226	0.2829	0.2288
Treynor Ratio	1.47	0.0281	1.19	0.1155	(5.87)	0.2366	1.42	0.3225	5.08
Maximum Drawdown	16.07	0.6595	0.762	1.4	1.11	0.7067	0.4533	0.8646	0.6899
Variance	3.46	0.0159	0.0193	0.1306	0.0347	0.014	0.0098	0.0275	0.0187
Market Risk Adjusted Performance	1.48	0.0381	1.2	0.1255	(5.86)	0.2466	1.43	0.3325	5.09
Risk Adjusted Performance	0.1071	0.0206	0.1103	0.0847	0.1108	0.1762	0.2063	0.1086	0.1438
Skewness	6.43	1.67	1.59	(0.28)	1.25	(0.34)	0.0707	2.04	0.1491
Semi Deviation	0.4547	0.0	0.0	0.2779	0.0	0.0	0.0	0.0	0.0
Information Ratio	0.0768	(0.64)	(0.47)	(0.14)	(0.32)	(0.49)	(0.59)	(0.37)	(0.44)
Value At Risk	(1.23)	(0.11)	(0.12)	(0.63)	(0.16)	(0.12)	(0.11)	(0.14)	(0.23)
Expected Short fall	(0.85)	(0.16)	(0.12)	(0.32)	(0.22)	(0.12)	(0.14)	(0.24)	(0.16)
Downside Deviation	0.8051	0.1296	0.105	0.4218	0.2028	0.161	0.1359	0.1652	0.1637
Semi Variance	0.2068	(0.01)	(0.02)	0.0772	(0.02)	(0.03)	(0.03)	(0.02)	(0.02)

Us Defensive Competition Performance Charts

Five steps to successful analysis of Us Defensive Competition

Us Defensive'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 Us Defensive Equity in relation to its competition. Us Defensive's competition analysis typically involves several steps, including:

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

In addition to having Us Defensive 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 Size And Style ETFs Thematic Idea Now

Size And Style ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Size And Style ETFs theme has 1429 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 Size And Style ETFs Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in REQAX Mutual Fund

Us Defensive financial ratios help investors to determine whether REQAX 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 REQAX with respect to the benefits of owning Us Defensive security.

	Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
	Equity Valuation Check real value of public entities based on technical and fundamental data
	Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
	Commodity Directory Find actively traded commodities issued by global exchanges

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