Wpg Partners Competition

WPGTX Fund

USD 20.99 0.18 0.86%

Wpg Partners Smallmicro competes with Wells Fargo, Janus Henderson, Bny Mellon, Applied Finance, and Pimco Small; as well as few others. The fund is listed under Small Value category and is part of Boston Partners family. Analyzing Wpg Partners 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 Wpg Partners to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Wpg Partners Correlation with its peers.

Wpg Partners vs Henderson European Correlation

Almost no diversification

The correlation between Wpg Partners Smallmicro and HFEIX is 0.93 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Wpg Partners Smallmicro and HFEIX in the same portfolio, assuming nothing else is changed.

Moving together with Wpg Mutual Fund

0.93	OPTCX	Rbb Fund	Pair Corr
0.97	BPAVX	Boston Partners All	Pair Corr
0.97	BPAIX	Boston Partners All	Pair Corr

Moving against Wpg Mutual Fund

0.68

BELSX

Boston Partners Emerging

Pair Corr

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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 Wpg Partners' 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
19.51	20.91	22.31

Details

Intrinsic

Valuation

Low	Real	High
20.75	22.15	23.55

Details

Wpg Partners Competition Correlation Matrix

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

	EGORX	HFETX	MIMSX	AFVLX	PCKAX	PSCSX	GWEIX	HFEIX
EGORX		0.93	-0.93	0.85	0.85	0.85	0.95	0.93	EGORX
HFETX	0.93		-0.84	0.9	0.91	0.91	0.93	1.0	HFETX
MIMSX	-0.93	-0.84		-0.69	-0.71	-0.71	-0.92	-0.84	MIMSX
AFVLX	0.85	0.9	-0.69		0.95	0.95	0.88	0.9	AFVLX
PCKAX	0.85	0.91	-0.71	0.95		1.0	0.92	0.91	PCKAX
PSCSX	0.85	0.91	-0.71	0.95	1.0		0.92	0.91	PSCSX
GWEIX	0.95	0.93	-0.92	0.88	0.92	0.92		0.93	GWEIX
HFEIX	0.93	1.0	-0.84	0.9	0.91	0.91	0.93		HFEIX
	EGORX	HFETX	MIMSX	AFVLX	PCKAX	PSCSX	GWEIX	HFEIX

High positive correlations

HFEIX	+ 1.0	HFETX
PSCSX	+ 1.0	PCKAX
GWEIX	+ 0.95	EGORX
PCKAX	+ 0.95	AFVLX
PSCSX	+ 0.95	AFVLX
HFETX	+ 0.93	EGORX

High negative correlations

MIMSX	- 0.93	EGORX
GWEIX	- 0.92	MIMSX
HFEIX	- 0.84	MIMSX
MIMSX	- 0.84	HFETX
PSCSX	- 0.71	MIMSX
PCKAX	- 0.71	MIMSX

Risk-Adjusted Indicators

There is a big difference between Wpg Mutual Fund performing well and Wpg Partners 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 Wpg Partners' 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
EGORX	0.76	0.08	0.08	0.16	0.73	(0.90)	1.31	(1.73)	9.88
HFETX	0.65	0.03	0.02	0.11	0.76	(0.69)	1.66	(1.48)	4.08
MIMSX	2.69	(1.41)	0.00	(0.52)	0.00	0.00	1.68	(1.63)	90.44
AFVLX	0.64	(0.01)	(0.01)	0.05	0.79	(0.67)	1.41	(1.42)	4.28
PCKAX	0.94	0.05	0.05	0.10	0.99	(1.08)	2.14	(1.85)	5.53
PSCSX	0.95	0.05	0.05	0.11	1.02	(1.06)	2.13	(1.87)	5.56
GWEIX	0.91	0.18	0.17	0.26	0.72	(1.05)	2.24	(1.76)	9.45
HFEIX	0.65	0.04	0.02	0.11	0.76	(0.69)	1.65	(1.46)	4.08

Wpg Partners Competitive Analysis

The better you understand Wpg Partners competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wpg Partners' 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 Wpg Partners' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	WPGTX	EGORX	HFETX	MIMSX	AFVLX	PCKAX	PSCSX	GWEIX	HFEIX
	0.86 20.99 Wpg	0.62 19.52 Wells	0.24 62.38 Janus	0.55 1.82 Bny	0.76 23.93 Applied	1.32 8.46 Pimco	1.24 8.97 Pimco	1.16 35.63 Amg	0.24 62.51 Henderson
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Extremely Dangerous	Very steady	Not too volatile	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Good	Fair	Weakest	Fair	Good	Good	Solid	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	34.47 M	1.18 B	710.12 M	150.89 M	657.82 M	681.06 M	1.81 B	720.19 M	710.12 M
Minimum Initial Investment	100 K	N/A	N/A	10 K	N/A	N/A	1000 K	100 K	N/A
Price To Book	1.17	2.36	N/A	2.32	N/A	N/A	N/A	3.04	1.63
Five Year Return	13.24	15.63	11.08	6.5	9.52	3.66	4.06	5.41	11.48
One Year Return	17.25	12.8	32.78	8.87	10.49	20.33	20.77	10.55	35.28
Last Dividend Paid	0.09	N/A	0.17	0.04	0.11	0.49	0.5	0.04	0.19
Price To Earning	18.52	15.22	N/A	19.55	N/A	N/A	N/A	5.66	14.82
Price To Sales	0.71	0.9	N/A	1.47	N/A	N/A	N/A	1.95	1.24
Cash Position Weight	1.43	0.77	0.94	1.41	6.97	-101.58	29.09	2.88	0.94
Equity Positions Weight	98.57	99.23	99.06	98.59	93.03	100.48	23.01	97.12	99.06
Three Year Return	11.74	21.62	17.19	11.96	11.48	13.63	14.08	9.97	18.21
Annual Yield	0.0073	0.0045	0.0121	0.0022	0.0075	0.075	0.0738	0.0018	0.013
Year To Date Return	11.47	2.37	2.63	6.32	2.48	7.86	7.89	8.02	3.54
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	20.92	36.4	N/A	N/A
Ten Year Return	2.89	12.54	5.46	10.41	N/A	10.43	10.89	11.5	5.71
Daily Balance Of Power	9.2 T	9.2 T	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	0
Day Typical Price	20.99	19.52	62.38	1.82	23.93	8.46	8.97	35.63	62.51
Period Momentum Indicator	0.18	0.12	(0.15)	0.01	0.18	0.11	0.11	0.41	(0.15)
Rate Of Daily Change	1.01	1.01	1.0	1.01	1.01	1.01	1.01	1.01	1.0
Day Median Price	20.99	19.52	62.38	1.82	23.93	8.46	8.97	35.63	62.51
Price Action Indicator	0.09	0.06	(0.07)	0.005	0.09	0.055	0.055	0.21	(0.07)
Coefficient Of Variation	397.35	916.51	1018.46	(870.04)	1374.75	909.9	905.6	576.23	1009.1
Mean Deviation	0.8638	0.763	0.6494	2.69	0.6438	0.9448	0.9501	0.9054	0.6484
Jensen Alpha	0.2946	0.0821	0.0344	(1.41)	(0.01)	0.0513	0.0545	0.1791	0.0353
Total Risk Alpha	0.2407	0.0347	0.0104	(2.08)	(0.01)	0.0336	0.0346	0.1289	0.0112
Sortino Ratio	0.3182	0.0762	0.0163	N/A	(0.01)	0.0538	0.0524	0.1737	0.017
Downside Variance	0.8063	0.8488	0.7404	N/A	0.791	1.44	1.6	0.9903	0.7351
Standard Deviation	1.41	1.28	0.8548	10.92	0.827	1.22	1.23	1.4	0.8528
Kurtosis	17.02	19.18	0.2461	65.02	0.5001	0.4961	0.4142	10.93	0.2581
Potential Upside	2.35	1.31	1.66	1.68	1.41	2.14	2.13	2.24	1.65
Treynor Ratio	0.4056	0.1624	0.1121	(0.52)	0.0543	0.1021	0.1056	0.2598	0.1138
Maximum Drawdown	10.59	9.88	4.08	90.44	4.28	5.53	5.56	9.45	4.08
Variance	2.0	1.65	0.7307	119.28	0.6839	1.5	1.52	1.96	0.7272
Market Risk Adjusted Performance	0.4156	0.1724	0.1221	(0.51)	0.0643	0.1121	0.1156	0.2698	0.1238
Risk Adjusted Performance	0.2074	0.0918	0.0798	(0.08)	0.0589	0.0921	0.0926	0.1443	0.0805
Skewness	3.05	3.23	(0.07)	(8.03)	(0.25)	0.1912	0.1646	2.32	(0.06)
Semi Deviation	0.3764	0.7316	0.763	N/A	0.7918	0.9856	1.02	0.7195	0.7595
Information Ratio	0.2022	0.0546	0.0164	(0.12)	(0.01)	0.0527	0.0537	0.1235	0.0171
Value At Risk	(1.25)	(1.73)	(1.48)	(1.63)	(1.42)	(1.85)	(1.88)	(1.76)	(1.46)
Expected Short fall	(1.02)	(0.90)	(0.69)	N/A	(0.67)	(1.08)	(1.06)	(1.05)	(0.69)
Downside Deviation	0.8979	0.9213	0.8605	N/A	0.8894	1.2	1.27	0.9951	0.8574
Semi Variance	0.1417	0.5352	0.5821	N/A	0.6269	0.9714	1.04	0.5176	0.5768

Wpg Partners Competition Performance Charts

Five steps to successful analysis of Wpg Partners Competition

Wpg Partners' 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 Wpg Partners Smallmicro in relation to its competition. Wpg Partners' competition analysis typically involves several steps, including:

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

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Other Information on Investing in Wpg Mutual Fund

Wpg Partners financial ratios help investors to determine whether Wpg 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 Wpg with respect to the benefits of owning Wpg Partners security.

	Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated
	Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities
	Fundamental Analysis View fundamental data based on most recent published financial statements

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