Global Equity Competition

Summary

UIGEXDelisted Fund

USD 10.91 0.00 0.00%

Global Equity Income competes with Royce Opportunity, Applied Finance, Mutual Of, Pace Smallmedium, and Boston Partners; as well as few others. The fund is listed under World Large-Stock Value category and is part of Victory Capital family. Analyzing Global Equity 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 Global Equity 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 income.

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 Global Equity competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Global Equity'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
10.91	10.91	10.91

Details

Intrinsic

Valuation

Low	Real	High
10.05	10.05	12.00

Details

Global Equity Competition Correlation Matrix

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

	RYOFX	AFDVX	MAVKX	PCSVX	BPSCX	HFMDX	MLPSX
RYOFX		0.95	0.87	0.93	0.97	0.87	0.85	RYOFX
AFDVX	0.95		0.88	0.98	0.97	0.95	0.9	AFDVX
MAVKX	0.87	0.88		0.87	0.92	0.82	0.96	MAVKX
PCSVX	0.93	0.98	0.87		0.95	0.97	0.93	PCSVX
BPSCX	0.97	0.97	0.92	0.95		0.9	0.91	BPSCX
HFMDX	0.87	0.95	0.82	0.97	0.9		0.91	HFMDX
MLPSX	0.85	0.9	0.96	0.93	0.91	0.91		MLPSX
	RYOFX	AFDVX	MAVKX	PCSVX	BPSCX	HFMDX	MLPSX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Global Mutual Fund performing well and Global Equity 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 Global Equity'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
RYOFX	1.02	(0.06)	0.01	0.08	1.10	(1.15)	2.31	(1.64)	7.54
AFDVX	0.84	(0.04)	0.00	0.09	0.82	(1.01)	1.68	(1.39)	6.80
MAVKX	0.90	0.16	0.06	1.21	0.74	(1.02)	2.07	(1.39)	7.83
PCSVX	0.78	(0.01)	0.03	0.11	0.67	(0.95)	1.83	(1.27)	5.70
BPSCX	0.84	(0.02)	0.03	0.10	0.75	(1.05)	1.77	(1.26)	7.51
HFMDX	0.93	0.02	0.04	0.13	0.98	(1.07)	2.34	(1.56)	5.63
MLPSX	0.72	0.15	0.05	1.78	0.58	(0.77)	1.67	(1.39)	5.59

Unable to evaluate fundamental data of [RYOFX, AFDVX, MAVKX, PCSVX, BPSCX, HFMDX, MLPSX] at this time. Please try again later

All Fundamental Data

Global Equity Competitive Analysis

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

	UIGEX	RYOFX	AFDVX	MAVKX	PCSVX	BPSCX	HFMDX	MLPSX
	0.00 10.91 Global	0.75 15.94 Royce	0.65 24.33 Applied	1.03 16.37 Mutual	0.76 22.06 Pace	0.50 29.56 Boston	0.35 28.82 Hennessy	1.37 94.76 Mid-cap
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)	Very Weak	OK	OK	OK	Good	OK	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Dangerous	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly 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)	Not Rated	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	51.13 M	1.29 B	417.18 M	407.25 M	529.44 M	637.92 M	462.15 M	8.32 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	10 K	2.5 K	N/A	N/A
Price To Book	2.06 X	1.31 X	N/A	N/A	1.49 X	1.55 X	2.80 X	1.55 X
Five Year Return	N/A	14.46 %	17.52 %	N/A	9.62 %	10.22 %	25.31 %	9.41 %
One Year Return	1.08 %	28.05 %	32.62 %	N/A	21.08 %	33.13 %	52.65 %	28.28 %
Last Dividend Paid	0.02	N/A	0.02	N/A	0.14	0.08	N/A	N/A
Price To Earning	17.06 X	4.20 X	N/A	N/A	17.55 X	15.42 X	1.85 X	8.31 X
Price To Sales	1.27 X	0.53 X	N/A	N/A	1.11 X	0.71 X	0.64 X	0.75 X
Cash Position Weight	0.51 %	4.74 %	7.33 %	N/A	3.81 %	1.79 %	2.01 %	N/A
Equity Positions Weight	99.50 %	95.26 %	92.67 %	N/A	96.19 %	98.21 %	97.99 %	99.99 %
Three Year Return	2.30 %	3.16 %	7.45 %	N/A	2.07 %	7.14 %	22.61 %	5.15 %
Annual Yield	N/A	N/A	0.01 %	0.01 %	0.01 %	0.01 %	N/A	N/A
Year To Date Return	N/A	15.12 %	18.70 %	N/A	10.71 %	21.61 %	43.09 %	15.90 %
Ten Year Return	N/A	6.99 %	N/A	N/A	7.10 %	6.24 %	7.51 %	5.85 %
Daily Balance Of Power	0.0	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	10.91	15.94	24.33	16.37	22.06	29.56	28.82	94.76
Period Momentum Indicator	N/A	(0.12)	(0.16)	(0.17)	(0.17)	(0.15)	(0.10)	(1.32)
Rate Of Daily Change	1.0	0.99	0.99	0.99	0.99	0.99	1.0	0.99
Day Median Price	10.91	15.94	24.33	16.37	22.06	29.56	28.82	94.76
Price Action Indicator	N/A	(0.06)	(0.08)	(0.09)	(0.09)	(0.07)	(0.05)	(0.66)
Coefficient Of Variation	434.73	1012.3	923.34	717.31	703.0	798.04	703.95	608.89
Mean Deviation	0.6057	1.02	0.8353	0.8965	0.7797	0.8422	0.9348	0.7166
Jensen Alpha	0.2298	(0.06)	(0.04)	0.157	(0.01)	(0.02)	0.0168	0.1483
Total Risk Alpha	0.0712	(0.09)	(0.07)	(0.03)	(0.02)	(0.05)	(0.03)	(0.0007)
Sortino Ratio	N/A	0.0091	(0.0008)	0.0578	0.0276	0.0281	0.0431	0.0474
Downside Variance	N/A	1.52	0.9249	0.92	0.6851	0.8166	1.34	0.7211
Standard Deviation	1.09	1.42	1.18	1.32	1.06	1.23	1.26	1.03
Kurtosis	11.24	4.05	5.35	8.25	3.49	8.75	1.79	4.23
Potential Upside	1.48	2.31	1.68	2.07	1.83	1.77	2.34	1.67
Treynor Ratio	2.85	0.0803	0.0877	1.21	0.1131	0.1016	0.1318	1.78
Maximum Drawdown	5.89	7.54	6.8	7.83	5.7	7.51	5.63	5.59
Variance	1.18	2.0	1.39	1.74	1.13	1.51	1.58	1.06
Market Risk Adjusted Performance	2.86	0.0903	0.0977	1.22	0.1231	0.1116	0.1418	1.79
Risk Adjusted Performance	0.1788	0.0801	0.0863	0.1108	0.1115	0.0996	0.1125	0.1281
Skewness	2.85	0.724	1.22	1.98	1.08	1.89	(0.22)	1.23
Semi Deviation	N/A	1.1	0.8156	0.7444	0.6718	0.7516	0.9847	0.58
Information Ratio	0.1115	0.0079	(0.0006)	0.042	0.0215	0.0207	0.0397	0.0392
Value At Risk	(0.64)	(1.64)	(1.39)	(1.39)	(1.27)	(1.26)	(1.56)	(1.39)
Expected Short fall	N/A	(1.15)	(1.01)	(1.02)	(0.95)	(1.05)	(1.07)	(0.77)
Downside Deviation	N/A	1.23	0.9617	0.9592	0.8277	0.9036	1.16	0.8492
Semi Variance	N/A	1.21	0.6653	0.5542	0.4513	0.5648	0.9696	0.3364

Global Equity Competition Performance Charts

Five steps to successful analysis of Global Equity Competition

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

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

In addition to having Global Equity 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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Compulsion

Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 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 Compulsion Theme or any other thematic opportunities.

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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 income.

You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Other Consideration for investing in Global Mutual Fund

If you are still planning to invest in Global Equity Income 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 Global Equity's history and understand the potential risks before investing.

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