Swissinvest Real Competition

Funds . Switzerland . 
Fund . Swissinvest Real Estate
SREF Fund   209.00  2.00  0.97%   
Swissinvest Real Estate competes with SPDR Dow, Baloise Holding, Banque Cantonale, UBS ETF, and BB Biotech; as well as few others. Analyzing Swissinvest Real 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 Swissinvest Real to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
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 Swissinvest Real competition on your existing holdings.
  

Swissinvest Real Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Swissinvest Real 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 Swissinvest 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 Swissinvest Real Estate does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CHSRIA
+ 0.88
BALN
BBEG
+ 0.86
ADOT
500USD
+ 0.85
ADOT
WKBN
+ 0.78
BALN
CHSRIA
+ 0.75
WKBN
LYDAX
+ 0.73
BBEG
  
High negative correlations   
500USD
- 0.85
WKBN
ADOT
- 0.84
WKBN
500USD
- 0.7
BALN
ADOT
- 0.69
BALN
500USD
- 0.67
CHSRIA
LYDAX
- 0.62
WKBN

Risk-Adjusted Indicators

There is a big difference between Swissinvest Fund performing well and Swissinvest Real 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 Swissinvest Real'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
GLRA  0.68 (0.10) 0.00  2.18  0.00 
 0.00 
 1.19 
(1.38)
 6.93 
BALN  0.52 (0.08) 0.00  3.31  0.00 
 0.00 
 0.94 
(1.10)
 4.77 
WKBN  0.40 (0.03) 0.00  1.17  0.00 
 0.00 
 0.91 
(0.88)
 3.15 
ADOT  4.89  1.11  0.18  0.54  5.11 
(5.58)
 16.80 
(9.26)
 54.13 
CHSRIA  0.53 (0.10) 0.00 (1.81) 0.00 
 0.00 
 1.17 
(1.36)
 3.40 
BION  0.93 (0.08) 0.00 (0.18) 0.00 
 0.00 
 1.64 
(2.29)
 6.87 
500USD  0.47  0.05  0.05  0.22  0.56 
(0.54)
 1.03 
(0.55)
 4.03 
LYLVE  1.28  0.06  0.03  0.14  1.56 
(1.44)
 2.69 
(3.03)
 9.01 
BBEG  0.18  0.00 (0.06) 0.08  0.21 
(0.22)
 0.47 
(0.38)
 1.37 
LYDAX  0.58  0.11  0.11  0.65  0.58 
(0.64)
 1.50 
(1.13)
 3.61 
All Fundamental Data

Swissinvest Real Competitive Analysis

The better you understand Swissinvest Real competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Swissinvest Real'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 Swissinvest Real'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
SREF GLRA BALN WKBN ADOT CHSRIA BION 500USD LYLVE BBEG
 0.97 
 209.00 
Swissinvest
 0.76 
 17.17 
SPDR
 0.06 
 162.20 
Baloise
 0.45 
 111.50 
Banque
 6.25 
 3.45 
21Shares
 0.10 
 19.42 
UBS
 0.84 
 35.40 
BION
 1.69 
 114.14 
Amundi
 2.84 
 51.66 
Lyxor
 0.38 
 93.88 
JPMorgan
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very risky
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Very Weak
Very Weak
Very Weak
Good
Very Weak
Very Weak
Modest
Weak
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Unknown
Low
Below Average
Low
About Average
Low
Quite High
Low
Low
Unknown
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly 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
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Cautious Hold
Hold
Sell
Cautious Hold
Cautious Hold
Hold
Strong Hold
Hold
Cautious Hold
Current Ratio
N/A
33.57
N/A
N/A
N/A
9.72
N/A
N/A
Net Asset
277.39 M
89.98 B
18.5 B
N/A
433.22 M
3.64 B
957.02 M
77.25 M
Profit Margin
N/A
0.0849
0.28
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
843.3 M
108.38 M
N/A
N/A
(403.75 M)
N/A
N/A
Operating Margin
N/A
-0.0973
0.34
N/A
N/A
1.25
N/A
N/A
Current Valuation
N/A
7.32 B
4.11 B
N/A
N/A
509.23 M
N/A
N/A
Price To Book
N/A
1.28
1.17
N/A
N/A
1.28
2.68
N/A
Five Year Return
N/A
3.85
N/A
N/A
N/A
4.63
9.85
5.43
One Year Return
16.45
N/A
N/A
N/A
35.4
N/A
9.07
0.59
Beta
N/A
0.97
0.0876
N/A
N/A
0.87
N/A
N/A
Equity Positions Weight
99.19
N/A
N/A
N/A
98.79
N/A
100.0
N/A
Number Of Employees
N/A
10
494
N/A
N/A
10
1
N/A
Shares Outstanding
N/A
45.17 M
15.71 M
N/A
N/A
54.99 M
N/A
N/A
Three Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
14.68
Cash Flow From Operations
N/A
477 M
702.35 M
N/A
N/A
(94.79 M)
N/A
N/A
Annual Yield
N/A
0.0468
0.0329
N/A
N/A
0.0496
N/A
N/A
Total Debt
N/A
2.43 B
5.2 B
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
0.0938
0.0494
N/A
N/A
-0.26
N/A
N/A
Z Score
N/A
1.2
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-0.0047
0.0037
N/A
N/A
-0.0411
N/A
N/A
Book Value Per Share
N/A
110.82
91.28
N/A
N/A
49.62
N/A
N/A
Total Asset
277.39 M
89.98 B
18.5 B
N/A
433.22 M
3.64 B
N/A
77.25 M
Debt To Equity
N/A
0.35
N/A
N/A
N/A
11.3
N/A
N/A
Target Price
N/A
157.5
N/A
N/A
N/A
69.52
N/A
N/A
Last Dividend Paid
N/A
7.0
N/A
N/A
N/A
3.85
N/A
N/A
Shares Owned By Institutions
N/A
46.57
1.5
N/A
N/A
7.82
N/A
N/A
Market Capitalization
N/A
6.87 B
1.65 B
N/A
N/A
3.15 B
N/A
N/A
Price To Earning
N/A
15.07
18.03
N/A
N/A
23.12
19.07
N/A
Price To Sales
N/A
0.95
6.66
N/A
N/A
814184.0
1.86
N/A
Net Income
N/A
697.9 M
68.5 M
N/A
N/A
(404.81 M)
N/A
N/A
Earnings Per Share
N/A
12.69
6.54
N/A
N/A
-16.73
N/A
N/A
Shares Owned By Insiders
N/A
0.21
70.17
N/A
N/A
1.7
N/A
N/A
Revenue
N/A
9.2 B
230.7 M
N/A
N/A
(396.22 M)
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
7.1
Cash And Equivalents
N/A
4.07 B
2.65 B
N/A
N/A
2.83 M
N/A
N/A
Cash Per Share
N/A
464.18
168.6
N/A
N/A
65.76
N/A
N/A
Gross Profit
N/A
3.1 B
247.13 M
N/A
N/A
4 K
N/A
N/A
Day Typical Price
208.33
17.05
161.53
111.0
3.32
19.33
35.13
114.46
51.66
93.88
Accumulation Distribution
14.5
498.55
2162.06
29.13
27144.23
155.45
4654.25
3.02
N/A
N/A
Market Facilitation Index
0.0013
0.0
0.0
7.0E-4
0.0
0.0
0.0
0.0027
N/A
N/A
Daily Balance Of Power
1.0
0.3611
0.05
0.3333
(0.59)
0.0769
(0.30)
(2.04)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
2.0
0.13
0.1
0.5
(0.23)
0.02
(0.30)
(1.96)
(1.51)
(0.36)
Rate Of Daily Change
1.01
1.01
1.0
1.0
0.94
1.0
0.99
0.98
0.97
1.0
Day Median Price
208.0
16.99
161.2
110.75
3.26
19.29
35.0
114.62
51.66
93.88
Price Action Indicator
2.0
0.25
1.05
1.0
0.08
0.14
0.25
(1.46)
(0.76)
(0.18)
Relative Strength Index
58.95
48.36
39.98
32.75
59.64
44.09
41.2
61.19
56.66
52.2
Coefficient Of Variation
1225.27
(1,104)
(1,033)
(2,243)
652.61
(789.30)
(2,008)
1048.21
2219.43
1763.35
Mean Deviation
0.6701
0.6791
0.5193
0.4004
4.89
0.5251
0.9308
0.4669
1.28
0.1843
Jensen Alpha
0.0705
(0.1)
(0.08)
(0.03)
1.11
(0.1)
(0.08)
0.0481
0.0557
0.0034
Total Risk Alpha
0.041
(0.13)
(0.10)
(0.05)
0.9386
(0.12)
(0.11)
0.034
0.0165
(0)
Sortino Ratio
0.0313
N/A
N/A
N/A
0.1824
N/A
N/A
0.048
0.0259
(0.06)
Downside Variance
2.19
N/A
N/A
N/A
39.15
N/A
N/A
0.3992
2.83
0.0852
Standard Deviation
0.9777
1.0
0.752
0.5709
7.67
0.6929
1.26
0.6682
1.71
0.2594
Kurtosis
2.97
5.74
8.47
1.41
6.38
0.4456
1.72
4.92
0.76
0.8104
Potential Upside
1.27
1.19
0.9417
0.9091
16.8
1.17
1.64
1.03
2.69
0.4651
Treynor Ratio
(2.17)
2.18
3.31
1.17
0.543
(1.81)
(0.18)
0.2236
0.1397
0.0825
Maximum Drawdown
5.18
6.93
4.77
3.15
54.13
3.4
6.87
4.03
9.01
1.37
Variance
0.9559
1.0
0.5655
0.3259
58.78
0.4802
1.58
0.4464
2.91
0.0673
Market Risk Adjusted Performance
(2.16)
2.19
3.32
1.18
0.553
(1.80)
(0.17)
0.2336
0.1497
0.0925
Risk Adjusted Performance
0.0667
(0.07)
(0.08)
(0.04)
0.1306
(0.10)
(0.04)
0.0739
0.0411
0.0244
Skewness
(1.29)
0.6857
(1.87)
0.0352
1.6
(0.10)
(0.30)
(0.21)
0.0753
(0.13)
Semi Deviation
1.04
N/A
N/A
N/A
5.11
N/A
N/A
0.5569
1.56
0.2081
Information Ratio
0.0474
(0.12)
(0.14)
(0.10)
0.1489
(0.17)
(0.08)
0.0454
0.0255
(0.07)
Value At Risk
(2.28)
(1.38)
(1.10)
(0.88)
(9.26)
(1.36)
(2.29)
(0.55)
(3.03)
(0.38)
Expected Short fall
(0.75)
N/A
N/A
N/A
(5.58)
N/A
N/A
(0.54)
(1.44)
(0.22)
Downside Deviation
1.48
N/A
N/A
N/A
6.26
N/A
N/A
0.6318
1.68
0.292
Semi Variance
1.08
N/A
N/A
N/A
26.11
N/A
N/A
0.3101
2.42
0.0433

Swissinvest Real Competition Performance Charts

Five steps to successful analysis of Swissinvest Real Competition

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

In addition to having Swissinvest Real 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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