Moderately Aggressive Competition

SAMAX Fund

USD 12.42 0.06 0.49%

Moderately Aggressive competes with Queens Road, Pace Smallmedium, Vanguard Small-cap, Fidelity Small, and Mid-cap Value; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Saratoga family. The entity is thematically classified as Moderate Funds. Analyzing Moderately Aggressive 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 Moderately Aggressive to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Moderately Aggressive 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 Moderately Aggressive competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
11.71	12.26	12.81

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Intrinsic

Valuation

Low	Real	High
11.65	12.20	12.75

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Naive

Forecast

Low	Next	High
11.55	12.09	12.64

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
11.89	12.22	12.54

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

Moderately Aggressive Competition Correlation Matrix

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

	QRSVX	PCSVX	VISVX	FISVX	MLPSX	AFDVX	BPSCX	AVCNX
QRSVX		0.96	0.98	0.97	0.93	0.96	0.98	0.93	QRSVX
PCSVX	0.96		0.99	0.94	0.92	0.98	0.95	0.9	PCSVX
VISVX	0.98	0.99		0.96	0.93	0.98	0.97	0.92	VISVX
FISVX	0.97	0.94	0.96		0.88	0.97	0.99	0.89	FISVX
MLPSX	0.93	0.92	0.93	0.88		0.89	0.9	0.98	MLPSX
AFDVX	0.96	0.98	0.98	0.97	0.89		0.97	0.9	AFDVX
BPSCX	0.98	0.95	0.97	0.99	0.9	0.97		0.92	BPSCX
AVCNX	0.93	0.9	0.92	0.89	0.98	0.9	0.92		AVCNX
	QRSVX	PCSVX	VISVX	FISVX	MLPSX	AFDVX	BPSCX	AVCNX

Click cells to compare fundamentals

Check Volatility

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Risk-Adjusted Indicators

There is a big difference between Moderately Mutual Fund performing well and Moderately Aggressive 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 Moderately Aggressive'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
QRSVX	0.77	(0.02)	0.00	0.08	0.73	(0.90)	1.89	(1.28)	6.35
PCSVX	0.78	(0.01)	0.02	0.09	0.69	(0.95)	1.94	(1.27)	5.70
VISVX	0.73	0.01	0.04	0.11	0.65	(0.82)	1.67	(1.35)	5.74
FISVX	0.93	(0.03)	0.02	0.08	0.86	(1.04)	2.00	(1.67)	8.12
MLPSX	0.69	0.12	0.02	(13.58)	0.66	(0.73)	1.67	(1.39)	5.59
AFDVX	0.85	(0.02)	0.02	0.08	0.81	(1.05)	1.94	(1.39)	6.80
BPSCX	0.84	0.00	0.04	0.10	0.74	(1.07)	1.80	(1.26)	7.51
AVCNX	0.93	0.13	0.04	2.47	0.77	(1.19)	2.13	(1.54)	8.37

Unable to evaluate fundamental data of [QRSVX, PCSVX, VISVX, FISVX, MLPSX, AFDVX, BPSCX, AVCNX] at this time. Please try again later

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Moderately Aggressive Competitive Analysis

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

	SAMAX	QRSVX	PCSVX	VISVX	FISVX	MLPSX	AFDVX	BPSCX	AVCNX
	0.49 12.42 Moderately	1.99 43.00 QUEENS	1.72 21.83 Pace	1.36 51.30 Vanguard	1.78 27.95 Fidelity	1.62 91.74 Mid-cap	1.36 23.78 Applied	1.77 29.34 Boston	1.70 18.53 American
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)	OK	OK	OK	OK	Modest	OK	Modest	OK	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Over 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	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Buy	Strong Hold	Strong Hold	Strong Hold	Strong Sell	Strong Buy	Strong Hold	Sell
Net Asset	602.55 K	494.64 M	529.44 M	30.41 B	900.31 M	8.32 M	417.18 M	637.92 M	550.58 M
Minimum Initial Investment	N/A	N/A	10 K	N/A	N/A	N/A	N/A	2.5 K	N/A
Price To Book	N/A	1.63	1.49	1.72	N/A	1.55	N/A	1.55	N/A
Five Year Return	7.65	11.26	9.62	11.34	9.59	8.4	16.53	9.28	N/A
One Year Return	18.67	24.43	21.08	29.47	38.0	23.94	27.83	27.56	27.6
Last Dividend Paid	0.06	0.09	0.14	0.03	N/A	N/A	0.02	0.08	N/A
Price To Earning	N/A	15.97	17.55	8.27	N/A	8.31	N/A	15.42	N/A
Price To Sales	N/A	0.63	1.11	0.93	N/A	0.75	N/A	0.71	N/A
Cash Position Weight	15.84	10.53	3.81	0.79	0.02	N/A	7.33	1.79	N/A
Equity Positions Weight	59.65	89.43	96.19	99.21	99.98	99.99	92.67	98.21	100.0
Three Year Return	4.16	5.64	2.07	6.36	2.59	3.54	5.86	5.25	8.78
Annual Yield	0.0092	0.011	0.0063	0.0189	0.0172	N/A	0.007	0.006	0.0169
Year To Date Return	12.22	13.05	10.71	16.75	16.36	11.75	14.91	15.55	13.89
Bond Positions Weight	2.76	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	6.75	7.1	8.09	N/A	5.85	N/A	6.24	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	12.42	43.0	21.83	51.3	27.95	91.74	23.78	29.34	18.53
Period Momentum Indicator	0.06	0.84	0.37	0.69	0.49	(1.51)	0.32	0.51	(0.32)
Rate Of Daily Change	1.0	1.02	1.02	1.01	1.02	0.98	1.01	1.02	0.98
Day Median Price	12.42	43.0	21.83	51.3	27.95	91.74	23.78	29.34	18.53
Price Action Indicator	0.03	0.42	0.18	0.34	0.24	(0.76)	0.16	0.26	(0.16)
Coefficient Of Variation	858.59	965.22	846.24	737.42	1052.64	800.16	982.33	838.17	958.78
Mean Deviation	0.4335	0.7719	0.7766	0.7339	0.9259	0.6897	0.8468	0.8448	0.9304
Jensen Alpha	0.0526	(0.02)	(0.01)	0.0105	(0.03)	0.1163	(0.02)	(0)	0.13
Total Risk Alpha	(0.02)	(0.04)	(0.02)	(0)	(0.06)	(0.02)	(0.04)	(0.02)	(0.05)
Sortino Ratio	(0.08)	0.0031	0.0212	0.0369	0.0192	0.019	0.0151	0.0446	0.0368
Downside Variance	0.3269	0.7686	0.6771	0.7233	1.1	0.7056	0.9012	0.7915	0.9543
Standard Deviation	0.5665	1.08	1.07	1.04	1.36	1.0	1.22	1.25	1.39
Kurtosis	0.8577	5.21	3.65	4.01	5.93	5.08	4.99	8.3	8.38
Potential Upside	0.9983	1.89	1.94	1.67	2.0	1.67	1.94	1.8	2.13
Treynor Ratio	1.63	0.0811	0.0929	0.1081	0.0783	(13.58)	0.0827	0.0968	2.47
Maximum Drawdown	2.71	6.35	5.7	5.74	8.12	5.59	6.8	7.51	8.37
Variance	0.3209	1.17	1.15	1.08	1.86	1.01	1.48	1.56	1.94
Market Risk Adjusted Performance	1.64	0.0911	0.1029	0.1181	0.0883	(13.57)	0.0927	0.1068	2.48
Risk Adjusted Performance	0.0854	0.082	0.093	0.1061	0.0769	0.0977	0.0814	0.0949	0.0841
Skewness	0.1002	1.25	1.19	1.19	1.61	1.36	1.32	1.92	2.01
Semi Deviation	0.4539	0.7273	0.6869	0.6473	0.8611	0.6573	0.8078	0.7418	0.7724
Information Ratio	(0.08)	0.0025	0.0162	0.0302	0.0148	0.0159	0.0118	0.0317	0.0258
Value At Risk	(0.83)	(1.28)	(1.27)	(1.35)	(1.67)	(1.39)	(1.39)	(1.26)	(1.54)
Expected Short fall	(0.49)	(0.90)	(0.95)	(0.82)	(1.04)	(0.73)	(1.05)	(1.07)	(1.19)
Downside Deviation	0.5717	0.8767	0.8229	0.8505	1.05	0.84	0.9493	0.8896	0.9769
Semi Variance	0.2061	0.5289	0.4718	0.419	0.7415	0.4321	0.6526	0.5503	0.5967

Moderately Aggressive Competition Performance Charts

Five steps to successful analysis of Moderately Aggressive Competition

Moderately Aggressive'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 Moderately Aggressive in relation to its competition. Moderately Aggressive's competition analysis typically involves several steps, including:

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

In addition to having Moderately Aggressive 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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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 14 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 Broad Sovereign ETFs Theme or any other thematic opportunities.

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Other Information on Investing in Moderately Mutual Fund

Moderately Aggressive financial ratios help investors to determine whether Moderately 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 Moderately with respect to the benefits of owning Moderately Aggressive security.

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Moderately Aggressive Competition

Specify up to 10 symbols:

Moderately Aggressive Competition Correlation Matrix

Risk-Adjusted Indicators

Moderately Aggressive Competitive Analysis

Moderately Aggressive Competition Performance Charts

Five steps to successful analysis of Moderately Aggressive Competition

Complement your Moderately Aggressive position

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Other Information on Investing in Moderately Mutual Fund

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