Aspiriant Risk-managed Competition

RMEAX Fund

USD 16.08 0.12 0.75%

Aspiriant Risk Managed competes with Qs Large, Smead Value, Blackrock Large, Americafirst Large, and Qs Us; as well as few others. The fund is listed under World Large-Stock Blend category and is part of Aspiriant family. Analyzing Aspiriant Risk-managed 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 Aspiriant Risk-managed to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Aspiriant Risk-managed 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 Aspiriant Risk-managed competition on your existing holdings.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
15.21	16.08	16.95

Details

Intrinsic

Valuation

Low	Real	High
15.23	16.10	16.97

Details

Naive

Forecast

Low	Next	High
15.48	16.35	17.21

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
15.04	15.82	16.60

Details

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

Aspiriant Risk-managed Competition Correlation Matrix

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

	LMTIX	SMVLX	MKFOX	SBQAX	LMISX	LMUSX	NQCAX
LMTIX		0.61	0.48	0.91	1.0	1.0	0.76	LMTIX
SMVLX	0.61		-0.2	0.65	0.6	0.61	0.93	SMVLX
MKFOX	0.48	-0.2		0.38	0.49	0.48	-0.04	MKFOX
SBQAX	0.91	0.65	0.38		0.91	0.91	0.8	SBQAX
LMISX	1.0	0.6	0.49	0.91		1.0	0.76	LMISX
LMUSX	1.0	0.61	0.48	0.91	1.0		0.76	LMUSX
NQCAX	0.76	0.93	-0.04	0.8	0.76	0.76		NQCAX
	LMTIX	SMVLX	MKFOX	SBQAX	LMISX	LMUSX	NQCAX

Click cells to compare fundamentals

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High positive correlations

LMISX	+ 1.0	LMTIX
LMUSX	+ 1.0	LMTIX
LMUSX	+ 1.0	LMISX
NQCAX	+ 0.93	SMVLX
SBQAX	+ 0.91	LMTIX
LMISX	+ 0.91	SBQAX

High negative correlations

MKFOX	- 0.2	SMVLX
NQCAX	- 0.04	MKFOX

Risk-Adjusted Indicators

There is a big difference between Aspiriant Mutual Fund performing well and Aspiriant Risk-managed 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 Aspiriant Risk-managed'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
LMTIX	0.74	0.00	(0.03)	0.09	1.19	(0.72)	1.28	(1.56)	6.23
SMVLX	0.66	(0.06)	0.00	(0.06)	0.00	0.00	1.12	(1.30)	4.73
MKFOX	0.97	0.09	0.00	(1.31)	1.42	(0.98)	1.83	(2.49)	6.74
SBQAX	0.86	0.01	(0.03)	0.10	1.13	(0.97)	1.75	(1.74)	7.88
LMISX	0.74	0.00	(0.03)	0.09	1.19	(0.71)	1.27	(1.60)	6.30
LMUSX	0.74	0.00	(0.03)	0.09	1.19	(0.70)	1.27	(1.59)	6.30
NQCAX	0.67	(0.03)	(0.07)	0.02	1.05	(0.78)	1.38	(1.13)	7.96

Unable to evaluate fundamental data of [LMTIX, SMVLX, MKFOX, SBQAX, LMISX, LMUSX, NQCAX] at this time. Please try again later

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Aspiriant Risk-managed Competitive Analysis

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

Better Than Average

Worse Than Peers

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	RMEAX	LMTIX	SMVLX	MKFOX	SBQAX	LMISX	LMUSX	NQCAX
	0.75 16.08 Aspiriant	0.52 25.16 LMTIX	0.91 82.34 Smead	0.78 8.93 Blackrock	0.79 14.04 Americafirst	0.52 25.23 LMISX	0.52 25.37 LMUSX	1.38 5.13 NUVEEN
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Not too volatile
Market Performance (90 Days Performance)	Very Weak	Modest	Weak	Modest	Insignificant	Modest	Modest	Weak
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	Over 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	Hold	Strong Sell	Hold	Strong Hold	Strong Hold	Hold
Net Asset	1.14 B	737.74 M	4.67 B	1.1 B	2.77 M	737.74 M	737.74 M	19.93 M
Minimum Initial Investment	N/A	1000 K	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	2.25 X	2.45 X	2.39 X	N/A	N/A	2.65 X	2.45 X	1.62 X
Five Year Return	6.98 %	15.74 %	12.64 %	16.13 %	9.03 %	15.84 %	15.55 %	11.90 %
One Year Return	16.27 %	31.79 %	10.08 %	31.17 %	21.10 %	31.89 %	31.46 %	26.20 %
Last Dividend Paid	0.1	0.02	0.35	N/A	N/A	0.03	N/A	N/A
Price To Earning	17.42 X	16.41 X	15.77 X	N/A	N/A	17.20 X	16.41 X	13.98 X
Price To Sales	1.63 X	1.42 X	1.36 X	N/A	N/A	1.54 X	1.42 X	1.45 X
Cash Position Weight	7.62 %	0.52 %	5.87 %	3.11 %	1.53 %	1.85 %	1.85 %	3.86 %
Equity Positions Weight	77.44 %	99.48 %	94.13 %	95.56 %	98.47 %	98.15 %	98.15 %	96.14 %
Three Year Return	7.47 %	14.05 %	8.22 %	15.14 %	9.51 %	14.15 %	13.91 %	12.02 %
Annual Yield	0.01 %	0 %	0.01 %	N/A	N/A	0 %	0 %	0.02 %
Year To Date Return	3.23 %	4.29 %	3.41 %	4.68 %	6.73 %	4.32 %	4.29 %	5.77 %
Bond Positions Weight	0.82 %	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	11.70 %	12.07 %	15.52 %	N/A	11.72 %	11.40 %	5.84 %
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	16.08	25.16	82.34	8.93	14.04	25.23	25.37	5.13
Period Momentum Indicator	0.12	0.13	0.74	(0.07)	0.11	0.13	0.13	0.07
Rate Of Daily Change	1.01	1.01	1.01	0.99	1.01	1.01	1.01	1.01
Day Median Price	16.08	25.16	82.34	8.93	14.04	25.23	25.37	5.13
Price Action Indicator	0.06	0.065	0.37	(0.04)	0.055	0.065	0.065	0.035
Coefficient Of Variation	(1,758)	1664.84	(6,215)	1375.8	2236.75	1640.37	1677.93	6023.7
Mean Deviation	0.4489	0.7393	0.6582	0.9675	0.8601	0.7419	0.739	0.6709
Jensen Alpha	(0.07)	(0)	(0.06)	0.0919	0.0058	0.0	(0)	(0.03)
Total Risk Alpha	(0.15)	(0.06)	(0.11)	(0.06)	(0.09)	(0.06)	(0.06)	(0.10)
Sortino Ratio	N/A	(0.03)	N/A	(0)	(0.03)	(0.03)	(0.03)	(0.07)
Downside Variance	N/A	1.66	N/A	2.35	1.52	1.67	1.66	1.44
Standard Deviation	0.8341	1.04	0.848	1.32	1.29	1.04	1.04	1.03
Kurtosis	26.04	3.09	1.37	1.44	4.19	3.12	3.09	7.21
Potential Upside	0.7898	1.28	1.12	1.83	1.75	1.27	1.27	1.38
Treynor Ratio	(0.42)	0.0875	(0.06)	(1.31)	0.1025	0.0899	0.0873	0.0155
Maximum Drawdown	6.41	6.23	4.73	6.74	7.88	6.3	6.3	7.96
Variance	0.6957	1.08	0.719	1.74	1.65	1.09	1.08	1.07
Market Risk Adjusted Performance	(0.41)	0.0975	(0.05)	(1.30)	0.1125	0.0999	0.0973	0.0255
Risk Adjusted Performance	(0.05)	0.0521	(0.01)	0.0644	0.0408	0.0529	0.0517	0.0158
Skewness	(4.26)	(1.10)	(0.61)	(0.81)	0.5855	(1.10)	(1.09)	(1.17)
Semi Deviation	N/A	1.19	N/A	1.42	1.13	1.19	1.19	1.05
Information Ratio	(0.18)	(0.04)	(0.13)	(0)	(0.03)	(0.03)	(0.04)	(0.08)
Value At Risk	(1.09)	(1.56)	(1.30)	(2.49)	(1.74)	(1.60)	(1.59)	(1.13)
Expected Short fall	N/A	(0.72)	N/A	(0.98)	(0.97)	(0.71)	(0.70)	(0.78)
Downside Deviation	N/A	1.29	N/A	1.53	1.23	1.29	1.29	1.2
Semi Variance	N/A	1.42	N/A	2.01	1.28	1.42	1.42	1.1

Aspiriant Risk-managed Competition Performance Charts

Five steps to successful analysis of Aspiriant Risk-managed Competition

Aspiriant Risk-managed'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 Aspiriant Risk Managed in relation to its competition. Aspiriant Risk-managed's competition analysis typically involves several steps, including:

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

In addition to having Aspiriant Risk-managed 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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Gambling

Companies that are related to providing gambling services across multiple geographical areas by investing, exploring, or producing software, hardware, and related infrastructure for running gambling operations or trading speculative assets. The Gambling theme has 30 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 Gambling Theme or any other thematic opportunities.

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Aspiriant Risk-managed financial ratios help investors to determine whether Aspiriant 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 Aspiriant with respect to the benefits of owning Aspiriant Risk-managed security.

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Aspiriant Risk-managed Competition

Specify up to 10 symbols:

Aspiriant Risk-managed Competition Correlation Matrix

Risk-Adjusted Indicators

Aspiriant Risk-managed Competitive Analysis

Aspiriant Risk-managed Competition Performance Charts

Five steps to successful analysis of Aspiriant Risk-managed Competition

Complement your Aspiriant Risk-managed position

Did You Try This Idea?

Run Gambling Thematic Idea Now

Gambling

Other Information on Investing in Aspiriant Mutual Fund

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