Abr 75/25 Competition

Mutual Funds . USA . 
Fund . Abr 7525 Volatility
VOLJX Fund  USD 10.63  0.13  1.21%   
Abr 7525 Volatility competes with Royce Dividend, Gabelli Healthcare, Amg Renaissance, Williston Basin/mid-north, and T Rowe; as well as few others. The fund is listed under Long-Short Equity category and is part of ABR family. The entity is thematically classified as Commodities Funds. Analyzing Abr 75/25 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 Abr 75/25 to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Abr 75/25 Correlation with its peers.

Abr 75/25 vs Western Asset Correlation

Pay attention - limited upside

The correlation between Abr 7525 Volatility and DMO 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 Abr 7525 Volatility and DMO in the same portfolio, assuming nothing else is changed.

Moving together with Abr Mutual Fund

  0.88VOLSX Abr 7525 VolatilityPairCorr
  0.88ABRSX Abr Enhanced ShortPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.9210.6311.34
Details
Intrinsic
Valuation
LowRealHigh
9.9410.6511.36
Details
Naive
Forecast
LowNextHigh
10.0010.7111.42
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.4110.7212.04
Details

Abr 75/25 Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Abr 75/25 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 Abr 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 Abr 7525 Volatility does not affect the price movement of the other competitor.

High positive correlations

DNMDX
+ 0.96
HJPSX
AMDWX
+ 0.96
OCMAX
AMDWX
+ 0.95
PRIHX
AMDWX
+ 0.93
DNMDX
AMDWX
+ 0.92
HJPSX
DNMDX
+ 0.91
PRIHX
  

High negative correlations

DNMDX
- 0.4
RYDVX
DMO
- 0.38
OCMAX
DMO
- 0.38
HJPSX
HJPSX
- 0.36
RYDVX
OCMAX
- 0.34
RYDVX
DMO
- 0.33
MRLTX

Risk-Adjusted Indicators

There is a big difference between Abr Mutual Fund performing well and Abr 75/25 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 Abr 75/25'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
RYDVX  2.08 (0.75) 0.00  1.23  0.00 
 0.00 
 2.28 
(1.60)
 65.11 
GRX  0.56  0.09  0.01 (0.23) 0.66 
(0.62)
 1.18 
(0.82)
 4.07 
MRLTX  1.02  0.28  0.19  3.42  0.80 
(1.21)
 1.20 
(1.84)
 19.97 
ICPAX  0.86  0.26  0.16  23.32  0.82 
(0.97)
 2.17 
(1.96)
 4.11 
PRIHX  0.07  0.03  0.00 (1.28) 0.00 
 0.00 
 0.20 
(0.10)
 0.60 
HJPSX  0.97  0.47  0.43 (30.17) 0.30 
(1.22)
 2.54 
(1.50)
 16.29 
DNMDX  0.06  0.02 (0.36) 0.52  0.00 
(0.09)
 0.21 
(0.10)
 0.52 
OCMAX  1.87  0.57  0.16  0.76  2.50 
(1.99)
 4.36 
(3.93)
 15.61 
AMDWX  0.73  0.27  0.23  0.50  0.57 
(0.81)
 1.84 
(1.41)
 5.21 
DMO  0.49 (0.05) 0.00 (0.25) 0.00 
 0.00 
 1.03 
(1.11)
 3.93 

Abr 75/25 Competitive Analysis

The better you understand Abr 75/25 competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Abr 75/25'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 Abr 75/25'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
VOLJX RYDVX GRX MRLTX ICPAX PRIHX HJPSX DNMDX OCMAX AMDWX
 1.21 
 10.63 
Abr
 2.03 
 2.41 
Royce
 0.81 
 9.91 
Gabelli
 1.93 
 16.80 
Amg
 0.84 
 8.43 
Williston
 0.1 
 10.11 
PRIHX
 0.09 
 22.46 
Hennessy
 0.03 
 29.16 
Dunham
 3.55 
 42.90 
Ocm
 0.23 
 17.78 
Amana
Market Volatility
(90 Days Market Risk)
Very steady
Slightly risky
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Soft
Solid
Fair
Fair
Solid
High
Solid
Solid
Solid
Strong
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Average
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Under Valued
Under Valued
Fairly Valued
Under Valued
Over Valued
Under Valued
Under 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)
Strong Hold
Strong Sell
Strong Sell
Buy
Strong Hold
Strong Hold
Strong Buy
Strong Sell
Strong Buy
Strong Buy
Net Asset
270.08 M
32.61 M
225.71 M
133.18 M
167.64 M
170.74 M
138.61 M
271.33 M
229.38 M
176.41 M
EBITDA
N/A
N/A
2.68 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
N/A
2.3
0.93
3.33
1.86
N/A
0.92
2.28
1.3
3.55
Five Year Return
N/A
10.5
N/A
11.46
19.04
2.28
7.42
3.75
25.22
6.13
Retained Earnings
N/A
N/A
60.85 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
N/A
11.69
N/A
5.06
38.04
6.98
44.48
8.26
100.0
33.87
Beta
N/A
N/A
1.1
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
98.02
1.57
N/A
1.68
N/A
1.81
6.83
43.52
0.41
21.98
Equity Positions Weight
5.49
98.43
N/A
98.31
100.0
N/A
93.17
56.48
99.59
78.02
Number Of Employees
1
1
28
1
1
1
1
1
1
1
Shares Outstanding
N/A
N/A
15.45 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Three Year Return
N/A
16.06
N/A
16.35
18.85
5.58
20.82
6.34
59.94
16.45
Cash Flow From Operations
N/A
N/A
(2.33 M)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Annual Yield
N/A
0.0106
0.0692
N/A
0.0055
0.0022
0.0125
0.0729
0.0513
0.0097
Total Debt
N/A
N/A
10.1 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
-13.74
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
98.18
N/A
N/A
N/A
N/A
Number Of Shares Shorted
N/A
N/A
2.16 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2.5 K
2.5 K
N/A
1 K
N/A
Total Asset
270.08 M
14.98 M
225.71 M
66.28 M
89.79 M
84.68 M
41.5 M
244.75 M
196.52 M
56.42 M
Last Dividend Paid
N/A
0.01
N/A
0.02
0.01
0.02
0.04
N/A
0.16
N/A
Short Ratio
N/A
N/A
0.06
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
39.02
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
152.35 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Earning
N/A
16.89
4.15
16.21
21.78
N/A
10.04
15.51
26.85
21.93
Price To Sales
N/A
1.19
127.51
1.14
1.39
N/A
0.36
0.96
2.4
2.31
Net Income
N/A
N/A
(285 K)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
-0.02
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
1.9
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
N/A
11.36
N/A
0.88
21.45
1.96
14.12
0.88
16.95
13.8
Revenue
N/A
N/A
3.26 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
7.71
N/A
13.12
-1.58
N/A
12.32
3.47
0.48
-0.24
Day Typical Price
10.63
2.41
9.89
16.8
8.43
10.11
22.46
29.16
42.9
17.78
Accumulation Distribution
N/A
N/A
169.8
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
0
0
1.333333
0
9.2 T
9.2 T
0
0
9.2 T
9.2 T
Period Momentum Indicator
(0.13)
(0.05)
0.08
(0.33)
0.07
0.01
(0.02)
(0.01)
1.47
0.04
Rate Of Daily Change
0.99
0.98
1.01
0.98
1.01
1.0
1.0
1.0
1.04
1.0
Day Median Price
10.63
2.41
9.88
16.8
8.43
10.11
22.46
29.16
42.9
17.78
Price Action Indicator
(0.07)
(0.03)
0.07
(0.16)
0.035
0.005
(0.01)
(0.01)
0.73
0.02
Relative Strength Index
55.53
66.14
49.49
52.41
66.6
88.37
63.72
52.56
41.64
65.33
Coefficient Of Variation
1941.1
(1,033)
928.11
843.65
420.31
261.5
425.18
299.73
426.02
301.96
Mean Deviation
0.6014
2.08
0.5635
1.02
0.8611
0.0701
0.969
0.0627
1.87
0.7304
Jensen Alpha
(0.02)
(0.75)
0.0902
0.2778
0.2605
0.0294
0.4686
0.0185
0.5697
0.2704
Total Risk Alpha
(0.03)
(1.45)
0.0096
0.0814
0.1682
0.0199
0.302
0.0134
0.402
0.2307
Sortino Ratio
(0.04)
N/A
0.0092
0.1945
0.1608
N/A
0.425
(0.36)
0.1633
0.2276
Downside Variance
0.777
N/A
0.6399
1.28
1.51
N/A
0.9046
0.0138
11.68
1.17
Standard Deviation
0.8214
8.08
0.7491
2.47
1.14
0.0994
2.03
0.093
2.69
0.9641
Kurtosis
1.38
63.87
1.25
43.96
0.1516
4.93
36.94
3.16
3.92
0.6744
Potential Upside
1.32
2.28
1.18
1.2
2.17
0.201
2.54
0.2088
4.36
1.84
Treynor Ratio
0.0376
1.23
(0.23)
3.42
23.32
(1.28)
(30.17)
0.5228
0.7621
0.5035
Maximum Drawdown
4.25
65.11
4.07
19.97
4.11
0.604
16.29
0.5208
15.61
5.21
Variance
0.6748
65.32
0.5611
6.11
1.3
0.0099
4.12
0.0086
7.24
0.9294
Market Risk Adjusted Performance
0.0476
1.24
(0.22)
3.43
23.33
(1.27)
(30.16)
0.5328
0.7721
0.5135
Risk Adjusted Performance
0.0406
(0.07)
0.0833
0.0989
0.188
0.2288
0.1888
0.1856
0.1894
0.2591
Skewness
(0.41)
(7.93)
(0.14)
6.11
(0.09)
1.64
5.33
(0.01)
(1.36)
(0.25)
Semi Deviation
0.7995
N/A
0.6648
0.7957
0.8216
N/A
0.3005
0.0
2.5
0.5652
Information Ratio
(0.04)
(0.11)
0.0099
0.0889
0.1736
(0.36)
0.1991
(0.46)
0.2075
0.2551
Value At Risk
(1.40)
(1.60)
(0.82)
(1.84)
(1.96)
(0.10)
(1.50)
(0.10)
(3.93)
(1.41)
Expected Short fall
(0.66)
N/A
(0.62)
(1.21)
(0.97)
N/A
(1.22)
(0.09)
(1.99)
(0.81)
Downside Deviation
0.8815
N/A
0.7999
1.13
1.23
N/A
0.9511
0.1173
3.42
1.08
Semi Variance
0.6392
N/A
0.442
0.6332
0.675
N/A
0.0903
(0.03)
6.27
0.3194

Abr 75/25 Competition Performance Charts

Five steps to successful analysis of Abr 75/25 Competition

Abr 75/25'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 Abr 7525 Volatility in relation to its competition. Abr 75/25's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Abr 75/25 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 Abr 75/25's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Abr 7525 Volatility, 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 Abr 75/25 position

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Small Blend Funds
Small Blend Funds Theme
Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies. The Small Blend Funds theme has 43 constituents at this time.
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Other Information on Investing in Abr Mutual Fund

Abr 75/25 financial ratios help investors to determine whether Abr 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 Abr with respect to the benefits of owning Abr 75/25 security.
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