Vaughan Nelson Competition
| VNVCX Fund | USD 15.87 0.26 1.61% |
Vaughan Nelson vs Pgim Jennison Correlation
Pay attention - limited upside
The correlation between Vaughan Nelson Value and PGKCX is -0.71 (i.e., Pay attention - limited upside) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Vaughan Nelson Value and PGKCX in the same portfolio, assuming nothing else is changed.
Moving against Vaughan Mutual Fund
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Vaughan Nelson'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.
Vaughan Nelson Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Vaughan Nelson 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 Vaughan 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 Vaughan Nelson Value does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between Vaughan Mutual Fund performing well and Vaughan Nelson 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 Vaughan Nelson'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BIPIX | 1.79 | 0.25 | 0.11 | 0.32 | 1.92 | 4.24 | 10.98 | |||
| TOWTX | 0.72 | (0.01) | (0.01) | 0.04 | 0.87 | 1.49 | 4.54 | |||
| BSTSX | 1.15 | (0.04) | (0.03) | (0.01) | 1.77 | 2.13 | 9.70 | |||
| TEPIX | 1.48 | (0.10) | 0.00 | (0.03) | 0.00 | 2.34 | 10.77 | |||
| XAIOX | 0.94 | (0.04) | 0.00 | (0.20) | 0.00 | 1.90 | 7.79 | |||
| ROGSX | 0.90 | (0.07) | 0.00 | (0.03) | 0.00 | 1.38 | 6.02 | |||
| DTEYX | 1.18 | 0.12 | 0.07 | 0.17 | 1.44 | 2.19 | 12.31 | |||
| PGKCX | 1.05 | 0.01 | (0.02) | 0.17 | 1.59 | 1.65 | 11.68 |
Vaughan Nelson Competitive Analysis
The better you understand Vaughan Nelson competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Vaughan Nelson'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 Vaughan Nelson'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 |
Vaughan Nelson Competition Performance Charts
Five steps to successful analysis of Vaughan Nelson Competition
Vaughan Nelson'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 Vaughan Nelson Value in relation to its competition. Vaughan Nelson's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Vaughan Nelson 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 Vaughan Nelson's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Vaughan Nelson Value, 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.
Complement your Vaughan Nelson position
In addition to having Vaughan Nelson 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 Marijuana Thematic Idea Now
Marijuana
Small and mid-cap equities that are involved in production and delivery of Marijuana products. This theme is designed for investors that are willing to accept higher levels of market risk inherited by Marijuana production in the United States. The Marijuana theme has 49 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 Marijuana Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Vaughan Mutual Fund
Vaughan Nelson financial ratios help investors to determine whether Vaughan 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 Vaughan with respect to the benefits of owning Vaughan Nelson security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |