Transamerica Global Competition

Summary

Transamerica Global competes with T Rowe, Volumetric Fund, Rbb Fund, Qs Growth, and Small Cap; as well as few others. The fund is listed under World Large Stock category and is part of Transamerica family. The entity is thematically classified as World Allocation Funds. Analyzing Transamerica 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 Transamerica Global 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 mutual fund could be closely tied with the direction of predictive economic indicators such as signals in estimate.

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 Transamerica Global competition on your existing holdings.

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 Transamerica 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
0.00	0.00	0.00

Details

Intrinsic

Valuation

Low	Real	High
0.00	0.00	0.00

Details

Transamerica Global Competition Correlation Matrix

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

	TRBCX	VOLMX	OPTCX	LANIX	USCAX	APDTX	RYMBX	PRNHX
TRBCX		0.97	0.96	0.97	0.84	0.95	0.42	0.91	TRBCX
VOLMX	0.97		0.97	0.97	0.91	0.92	0.37	0.96	VOLMX
OPTCX	0.96	0.97		0.96	0.89	0.94	0.38	0.95	OPTCX
LANIX	0.97	0.97	0.96		0.9	0.96	0.46	0.92	LANIX
USCAX	0.84	0.91	0.89	0.9		0.81	0.28	0.95	USCAX
APDTX	0.95	0.92	0.94	0.96	0.81		0.51	0.85	APDTX
RYMBX	0.42	0.37	0.38	0.46	0.28	0.51		0.27	RYMBX
PRNHX	0.91	0.96	0.95	0.92	0.95	0.85	0.27		PRNHX
	TRBCX	VOLMX	OPTCX	LANIX	USCAX	APDTX	RYMBX	PRNHX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Transamerica Mutual Fund performing well and Transamerica Global 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 Transamerica 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
TRBCX	0.72	0.03	0.01	0.16	0.93	(0.68)	1.66	(2.18)	4.86
VOLMX	0.60	0.00	(0.01)	0.13	0.58	(0.70)	1.14	(1.35)	4.49
OPTCX	0.15	0.02	(0.43)	0.23	0.00	(0.22)	0.32	(0.21)	1.04
LANIX	0.50	(0.02)	(0.07)	0.10	0.53	(0.55)	0.99	(0.87)	3.06
USCAX	0.93	(0.07)	(0.01)	0.08	0.94	(1.08)	2.07	(1.70)	7.45
APDTX	0.78	0.05	0.02	0.18	1.01	(0.78)	1.73	(1.27)	5.07
RYMBX	0.92	0.01	(0.10)	(0.01)	1.18	(0.93)	1.84	(2.13)	4.53
PRNHX	0.76	0.04	0.05	0.16	0.96	(0.80)	1.80	(1.29)	6.84

Unable to evaluate fundamental data of [TRBCX, VOLMX, OPTCX, LANIX, USCAX, APDTX, RYMBX, PRNHX] at this time. Please try again later

All Fundamental Data

Transamerica Global Competitive Analysis

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

	TRBCX	VOLMX	OPTCX	LANIX	USCAX	APDTX	RYMBX	PRNHX
	0.85 203.23 TRBCX	0.34 26.91 Volumetric	0.21 9.74 Rbb	0.21 18.76 LANIX	0.26 15.29 Small	1.00 25.23 Artisan	0.14 29.27 Commodities	0.11 63.96 PRNHX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Solid	Good	OK	Solid	Insignificant	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Over 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)	Strong Hold	Strong Hold	Strong Sell	Strong Hold	Strong Hold	Buy	Strong Sell	Strong Hold
Net Asset	55.43 B	36.55 M	N/A	758.86 M	970.95 M	1.29 B	5.95 M	24.94 B
Minimum Initial Investment	2.5 K	500	N/A	1000 K	N/A	250 K	N/A	2.5 K
Price To Book	4.05 X	2.53 X	N/A	2.00 X	1.87 X	N/A	N/A	3.97 X
Five Year Return	15.13 %	8.74 %	N/A	10.03 %	10.16 %	14.12 %	6.52 %	8.78 %
Last Dividend Paid	N/A	N/A	N/A	N/A	N/A	N/A	24.01	N/A
One Year Return	40.50 %	25.69 %	N/A	26.34 %	29.04 %	41.82 %	2.57 %	26.79 %
Price To Earning	2.65 X	17.28 X	N/A	16.55 X	20.73 X	N/A	N/A	1.61 X
Price To Sales	2.45 X	1.27 X	N/A	1.19 X	0.88 X	N/A	N/A	2.04 X
Cash Position Weight	0.33 %	14.70 %	N/A	13.82 %	1.59 %	15.08 %	86.16 %	0.72 %
Equity Positions Weight	98.64 %	85.30 %	N/A	76.20 %	98.41 %	84.92 %	N/A	93.97 %
Three Year Return	6.87 %	5.17 %	N/A	6.95 %	1.97 %	6.51 %	6.90 %	(5.95) %
Annual Yield	N/A	N/A	N/A	0.01 %	0 %	N/A	0.11 %	N/A
Year To Date Return	36.09 %	19.17 %	N/A	19.97 %	15.99 %	36.60 %	6.86 %	14.14 %
Bond Positions Weight	N/A	N/A	N/A	8.05 %	N/A	N/A	0.54 %	N/A
Ten Year Return	16.98 %	7.57 %	N/A	7.79 %	8.66 %	N/A	(10.40) %	19.72 %
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	203.23	26.91	9.74	18.76	15.29	25.23	29.27	63.96
Period Momentum Indicator	1.72	0.09	0.02	(0.04)	0.04	0.25	0.04	0.07
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.01	1.0	1.0
Day Median Price	203.23	26.91	9.74	18.76	15.29	25.23	29.27	63.96
Price Action Indicator	0.86	0.045	0.01	(0.02)	0.02	0.13	0.02	0.035
Coefficient Of Variation	706.17	605.7	368.77	789.65	1017.14	634.59	10756.67	545.34
Mean Deviation	0.7184	0.6014	0.1512	0.4967	0.9302	0.7803	0.9158	0.7586
Jensen Alpha	0.0272	0.0041	0.0193	(0.02)	(0.07)	0.0468	0.0099	0.0376
Total Risk Alpha	(0.04)	(0.01)	0.0108	(0.04)	(0.10)	(0.02)	(0.19)	0.0074
Sortino Ratio	0.0071	(0.01)	(0.43)	(0.07)	(0.01)	0.0212	(0.10)	0.0482
Downside Variance	1.6	0.6043	0.0384	0.5346	1.27	1.59	1.5	1.38
Standard Deviation	1.04	0.8063	0.1993	0.6733	1.31	1.04	1.16	1.06
Kurtosis	1.45	2.58	2.69	1.25	5.06	1.78	(0.50)	2.45
Potential Upside	1.66	1.14	0.3168	0.9867	2.07	1.73	1.84	1.8
Treynor Ratio	0.1593	0.132	0.2273	0.1043	0.0788	0.1832	(0.01)	0.1603
Maximum Drawdown	4.86	4.49	1.04	3.06	7.45	5.07	4.53	6.84
Variance	1.07	0.6501	0.0397	0.4533	1.72	1.09	1.35	1.12
Market Risk Adjusted Performance	0.1693	0.142	0.2373	0.1143	0.0888	0.1932	(0)	0.1703
Risk Adjusted Performance	0.1109	0.1267	0.1789	0.0955	0.0793	0.1231	0.0105	0.143
Skewness	(0.60)	0.2836	0.7866	(0.22)	1.19	(0.73)	(0.16)	(0.23)
Semi Deviation	0.9343	0.583	0.0	0.5285	0.9419	1.01	1.18	0.9606
Information Ratio	0.0087	(0.01)	(0.42)	(0.08)	(0.01)	0.0256	(0.11)	0.0534
Value At Risk	(2.18)	(1.35)	(0.21)	(0.87)	(1.70)	(1.27)	(2.13)	(1.29)
Expected Short fall	(0.68)	(0.70)	(0.22)	(0.55)	(1.08)	(0.78)	(0.93)	(0.80)
Downside Deviation	1.27	0.7774	0.1959	0.7312	1.12	1.26	1.23	1.17
Semi Variance	0.8729	0.3399	(0.04)	0.2793	0.8872	1.02	1.4	0.9227

Transamerica Global Competition Performance Charts

Five steps to successful analysis of Transamerica Global Competition

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

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

In addition to having Transamerica 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 Asset Management Thematic Idea Now

Asset Management

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Asset Management theme has 7 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 Asset Management Theme or any other thematic opportunities.

View All Next

Launch

Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in estimate.

You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

Other Consideration for investing in Transamerica Mutual Fund

If you are still planning to invest in Transamerica Global check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Transamerica Global's history and understand the potential risks before investing.

	Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities
	Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk
	Commodity Channel Use Commodity Channel Index to analyze current equity momentum
	Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years

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

2024 Macroaxis LLC