Rockefeller Global Competition

RGEF Etf

31.69 0.12 0.38%

Rockefeller Global Equity competes with Xtrackers MSCI, ProShares UltraPro, Rockefeller Small, WisdomTree International, and Simplify Volatility; as well as few others. Analyzing Rockefeller Global 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 Rockefeller Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Rockefeller Global Correlation with its peers.

Rockefeller Global vs Invesco Dividend Correlation

Almost no diversification

The correlation between Rockefeller Global Equity and PFM is 0.92 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Rockefeller Global Equity and PFM in the same portfolio, assuming nothing else is changed.

Moving together with Rockefeller Etf

0.99	VT	Vanguard Total World	Pair Corr
0.91	ACWI	iShares MSCI ACWI	Pair Corr
0.76	IOO	iShares Global 100	Pair Corr
0.96	URTH	iShares MSCI World	Pair Corr

Moving against Rockefeller Etf

0.55	FNGO	MicroSectors FANG Index	Pair Corr
0.51	FNGG	Direxion Daily Select	Pair Corr

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 Rockefeller Global'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

Low	Estimated	High
30.92	31.69	32.46

Details

Intrinsic

Valuation

Low	Real	High
30.59	31.36	32.13

Details

Naive

Forecast

Low	Next	High
30.74	31.50	32.27

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
29.85	30.85	31.85

Details

Rockefeller Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Rockefeller Global and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Rockefeller 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 Rockefeller Global Equity does not affect the price movement of the other competitor.

	KOKU	UDOW	RSMC	IQDG	SVOL	CGNG	JKK	EWX	QAI	PFM
KOKU		0.75	0.85	0.73	0.8	0.72	0.78	0.53	0.77	0.76	KOKU
UDOW	0.75		0.73	0.89	0.94	0.88	0.89	0.53	0.88	0.92	UDOW
RSMC	0.85	0.73		0.69	0.74	0.76	0.8	0.64	0.8	0.77	RSMC
IQDG	0.73	0.89	0.69		0.86	0.89	0.91	0.63	0.94	0.89	IQDG
SVOL	0.8	0.94	0.74	0.86		0.86	0.86	0.48	0.84	0.92	SVOL
CGNG	0.72	0.88	0.76	0.89	0.86		0.85	0.78	0.93	0.85	CGNG
JKK	0.78	0.89	0.8	0.91	0.86	0.85		0.62	0.96	0.88	JKK
EWX	0.53	0.53	0.64	0.63	0.48	0.78	0.62		0.78	0.44	EWX
QAI	0.77	0.88	0.8	0.94	0.84	0.93	0.96	0.78		0.84	QAI
PFM	0.76	0.92	0.77	0.89	0.92	0.85	0.88	0.44	0.84		PFM
	KOKU	UDOW	RSMC	IQDG	SVOL	CGNG	JKK	EWX	QAI	PFM

Please upgrade your account to get full access to Macroaxis premium features

Rockefeller Global Constituents Risk-Adjusted Indicators

There is a big difference between Rockefeller Etf performing well and Rockefeller Global ETF 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 Rockefeller Global'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
KOKU	0.53	(0.02)	(0.05)	0.04	0.73	(0.51)	1.02	(1.16)	3.52
UDOW	1.78	0.00	0.06	0.07	2.12	(1.84)	3.57	(3.21)	9.47
RSMC	0.80	(0.04)	(0.03)	0.03	1.15	(0.77)	1.75	(1.79)	5.07
IQDG	0.61	0.11	0.06	0.97	0.57	(0.68)	1.40	(1.19)	3.60
SVOL	0.74	0.00	0.01	0.07	0.92	(0.87)	1.99	(1.44)	7.10
CGNG	0.64	0.04	0.03	0.12	0.76	(0.68)	1.32	(1.35)	3.67
JKK	0.92	0.11	0.05	0.46	1.03	(0.98)	1.83	(1.85)	4.64
EWX	0.52	0.05	(0.02)	0.47	0.57	(0.52)	1.00	(0.91)	2.32
QAI	0.28	0.04	(0.06)	0.49	0.27	(0.30)	0.61	(0.63)	1.56
PFM	0.47	(0.01)	(0.05)	0.05	0.51	(0.50)	0.96	(0.89)	2.93

Rockefeller Global Competitive Analysis

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

	RGEF	KOKU	UDOW	RSMC	IQDG	SVOL	CGNG	JKK	EWX	QAI
	0.38 31.69 Rockefeller	0.98 122.12 Xtrackers	1.73 61.20 ProShares	1.26 26.75 Rockefeller	0.73 43.01 WisdomTree	0.28 17.83 Simplify	0.54 33.57 Capital	0.64 59.90 IShares	0.83 68.31 SPDR	0.35 34.39 QAI
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Soft	Mild	Weak	Good	Soft	Fair	Fair	Mild	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Over 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	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Cautious Hold	Hold	Strong Hold	Hold	Buy	Hold	Cautious Hold	Cautious Hold
Net Asset	N/A	454.17 M	474.52 M	N/A	299.37 M	72.4 M	N/A	858.09 M	552.16 M	635.2 M
Price To Book	N/A	N/A	3.24	N/A	N/A	N/A	N/A	3.43	1.14	1.64
Five Year Return	N/A	12.3	18.8	N/A	5.3	N/A	N/A	2.3	8.0	3.1
One Year Return	23.4	18.2	19.6	0.1	23.5	-0.3	31.4	15.1	20.6	9.1
Last Dividend Paid	N/A	N/A	0.003	N/A	0.12	N/A	N/A	0.16	0.35	0.59
Beta	N/A	1.02	2.7	N/A	1.13	0.8	N/A	1.16	0.64	0.38
Price To Earning	N/A	N/A	17.14	N/A	N/A	N/A	N/A	-22.47	11.31	16.4
Price To Sales	N/A	N/A	1.89	N/A	N/A	N/A	N/A	2.32	0.69	1.08
Equity Positions Weight	N/A	99.76	286.32	N/A	100.0	N/A	N/A	99.91	99.34	23.3
Three Year Return	N/A	20.0	30.3	N/A	11.5	9.5	N/A	16.3	12.3	8.1
Annual Yield	0.0089	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	10.14
Ten Year Return	N/A	N/A	26.9	N/A	N/A	N/A	N/A	12.5	10.2	3.7
Day Typical Price	31.67	122.12	61.16	26.79	42.98	17.86	33.46	59.94	68.27	34.36
Accumulation Distribution	71.31	N/A	44689.38	88.09	0.0033	3435.9	3438.46	0.0078	0.0048	0.0044
Market Facilitation Index	0.0	N/A	N/A	0.0	0.14	N/A	0.0	0.47	0.33	0.15
Daily Balance Of Power	0.75	9.2 T	(1.16)	(1.21)	2.214286	(0.38)	0.5625	0.8085	1.69697	0.8
Period Momentum Indicator	0.12	1.19	(1.08)	(0.34)	0.31	(0.05)	0.18	0.38	0.56	0.12
Rate Of Daily Change	1.0	1.01	0.98	0.99	1.01	1.0	1.01	1.01	1.01	1.0
Day Median Price	31.66	122.12	61.14	26.81	42.96	17.88	33.41	59.96	68.26	34.35
Price Action Indicator	0.09	0.59	(0.47)	(0.23)	0.2	(0.07)	0.25	0.13	0.34	0.1
Coefficient Of Variation	825.18	1754.41	1032.52	2451.66	615.74	1300.56	791.32	809.68	915.42	698.48
Mean Deviation	0.5935	0.5285	1.78	0.7951	0.6125	0.7366	0.6436	0.9189	0.5176	0.2833
Jensen Alpha	0.0259	(0.02)	(0)	(0.04)	0.1058	0.0028	0.0402	0.1126	0.0492	0.0363
Total Risk Alpha	0.011	(0.04)	(0)	(0.07)	0.0427	(0.03)	0.0173	0.0247	(0.0002)	0.0082
Sortino Ratio	0.0155	(0.05)	0.059	(0.03)	0.0616	0.0056	0.0301	0.0527	(0.02)	(0.06)
Downside Variance	0.7167	0.6699	5.06	1.45	0.5469	1.18	0.7661	1.48	0.4359	0.1648
Standard Deviation	0.7546	0.7054	2.18	1.09	0.7629	1.1	0.8284	1.15	0.6192	0.3646
Kurtosis	0.0441	0.5637	(0.39)	1.54	(0.02)	3.19	(0.09)	(0.24)	(0.89)	(0.04)
Potential Upside	1.16	1.02	3.57	1.75	1.4	1.99	1.32	1.83	0.9988	0.6109
Treynor Ratio	0.1002	0.0406	0.0676	0.0305	0.9677	0.071	0.1189	0.459	0.4682	0.489
Maximum Drawdown	3.72	3.52	9.47	5.07	3.6	7.1	3.67	4.64	2.32	1.56
Variance	0.5694	0.4976	4.75	1.18	0.582	1.21	0.6862	1.33	0.3834	0.1329
Market Risk Adjusted Performance	0.1102	0.0506	0.0776	0.0405	0.9777	0.081	0.1289	0.469	0.4782	0.499
Risk Adjusted Performance	0.089	0.0414	0.0775	0.0331	0.1193	0.0596	0.0937	0.0941	0.0782	0.0947
Skewness	(0.32)	(0.57)	(0.25)	(0.54)	(0.25)	(0.01)	(0.22)	(0.41)	(0.17)	(0.45)
Semi Deviation	0.7366	0.7298	2.12	1.15	0.5688	0.9166	0.7606	1.03	0.5665	0.2717
Information Ratio	0.0174	(0.05)	0.0609	(0.03)	0.0597	0.0056	0.0318	0.0555	(0.02)	(0.07)
Value At Risk	(1.29)	(1.16)	(3.21)	(1.79)	(1.19)	(1.44)	(1.35)	(1.85)	(0.91)	(0.63)
Expected Short fall	(0.58)	(0.51)	(1.84)	(0.77)	(0.68)	(0.87)	(0.68)	(0.98)	(0.52)	(0.30)
Downside Deviation	0.8466	0.8185	2.25	1.21	0.7395	1.09	0.8753	1.21	0.6602	0.406
Semi Variance	0.5425	0.5326	4.51	1.31	0.3235	0.8401	0.5786	1.06	0.3209	0.0738

Rockefeller Global Competition Performance Charts

Five steps to successful analysis of Rockefeller Global Competition

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

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

In addition to having Rockefeller Global 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 Agency Mbs ETFs Thematic Idea Now

Agency Mbs ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Agency Mbs ETFs theme has 12 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 Agency Mbs ETFs Theme or any other thematic opportunities.

View All Next

Launch

When determining whether Rockefeller Global Equity is a strong investment it is important to analyze Rockefeller Global's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Rockefeller Global's future performance. For an informed investment choice regarding Rockefeller Etf, refer to the following important reports:

How To Invest In Rockefeller

Details

ETF Directory

View

Largest Large Cap ETFs Companies

View

Largest Size And Style ETFs Companies

View

Check out Rockefeller Global Correlation with its peers.

You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

The market value of Rockefeller Global Equity is measured differently than its book value, which is the value of Rockefeller that is recorded on the company's balance sheet. Investors also form their own opinion of Rockefeller Global's value that differs from its market value or its book value, called intrinsic value, which is Rockefeller Global's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Rockefeller Global's market value can be influenced by many factors that don't directly affect Rockefeller Global's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Rockefeller Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Rockefeller Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Rockefeller Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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

Rockefeller Global Competition

Rockefeller Global vs Invesco Dividend Correlation

Almost no diversification

Moving together with Rockefeller Etf

Moving against Rockefeller Etf

Specify up to 10 symbols:

Rockefeller Global Competition Correlation Matrix

Rockefeller Global Constituents Risk-Adjusted Indicators

Rockefeller Global Competitive Analysis

Rockefeller Global Competition Performance Charts

Five steps to successful analysis of Rockefeller Global Competition

Complement your Rockefeller Global position

Did You Try This Idea?

Run Agency Mbs ETFs Thematic Idea Now

Agency Mbs ETFs

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY