CDSPI Global Competition

0P000077R7

CAD 58.20 0.00 0.00%

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Low	Estimated	High
57.23	58.20	59.17

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Intrinsic

Valuation

Low	Real	High
53.60	54.57	64.02

Details

CDSPI Global Competition Correlation Matrix

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

	0P000077R7	AGF5036	FTHI	0P00007694	BLB-UN	0P0001N8MZ	0P000075GQ	HIG	0P0000VPWA
0P000077R7		0.57	0.8	0.49	0.27	0.34	0.18	0.28	0.64	0P000077R7
AGF5036	0.57		0.75	0.2	0.49	-0.16	-0.25	-0.17	0.4	AGF5036
FTHI	0.8	0.75		0.45	0.33	0.31	-0.03	0.33	0.74	FTHI
0P00007694	0.49	0.2	0.45		0.13	0.39	0.66	0.47	0.41	0P00007694
BLB-UN	0.27	0.49	0.33	0.13		-0.24	0.01	-0.17	0.13	BLB-UN
0P0001N8MZ	0.34	-0.16	0.31	0.39	-0.24		0.2	0.9	0.42	0P0001N8MZ
0P000075GQ	0.18	-0.25	-0.03	0.66	0.01	0.2		0.36	0.19	0P000075GQ
HIG	0.28	-0.17	0.33	0.47	-0.17	0.9	0.36		0.44	HIG
0P0000VPWA	0.64	0.4	0.74	0.41	0.13	0.42	0.19	0.44		0P0000VPWA
	0P000077R7	AGF5036	FTHI	0P00007694	BLB-UN	0P0001N8MZ	0P000075GQ	HIG	0P0000VPWA

Click cells to compare fundamentals

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High positive correlations

HIG	+ 0.9	0P0001N8MZ
FTHI	+ 0.8	0P000077R7
FTHI	+ 0.75	AGF5036
0P0000VPWA	+ 0.74	FTHI
0P000075GQ	+ 0.66	0P00007694
0P0000VPWA	+ 0.64	0P000077R7

High negative correlations

0P000075GQ	- 0.25	AGF5036
0P0001N8MZ	- 0.24	BLB-UN
HIG	- 0.17	BLB-UN
HIG	- 0.17	AGF5036
0P0001N8MZ	- 0.16	AGF5036
0P000075GQ	- 0.03	FTHI

Risk-Adjusted Indicators

There is a big difference between CDSPI Fund performing well and CDSPI Global 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 CDSPI 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
0P000077R7	0.76	(0.07)	0.00	0.41	0.00	0.00	1.28	(2.07)	3.88
AGF5036	1.09	(0.14)	0.00	5.51	0.00	0.00	1.96	(2.48)	6.37
FTHI	0.55	(0.02)	0.00	(0.21)	0.00	0.00	1.04	(1.26)	3.79
0P00007694	0.70	(0.08)	0.00	(0.28)	0.00	0.00	1.10	(1.63)	6.45
BLB-UN	0.37	(0.03)	0.10	0.02	0.55	(1.99)	1.79	(1.77)	4.46
0P0001N8MZ	0.59	0.08	0.25	(0.79)	0.70	(0.60)	1.47	(1.25)	3.25
0P000075GQ	0.07	(0.04)	0.00	0.62	0.00	0.00	0.11	0.00	2.04
HIG	0.61	0.06	0.23	1.18	0.66	(0.72)	1.37	(1.29)	3.61
0P0000VPWA	0.28	(0.02)	0.00	0.94	0.00	0.00	0.63	(0.63)	1.80

Unable to evaluate fundamental data of [0P000077R7.TO, AGF5036.TO, FTHI.TO, 0P00007694.TO, BLB-UN.TO, 0P0001N8MZ.TO, 0P000075GQ.TO, HIG.TO, 0P0000VPWA.TO] at this time. Please try again later

All Fundamental Data

CDSPI Global Competitive Analysis

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

	0P000077R7	AGF5036	FTHI	0P00007694	BLB-UN	0P0001N8MZ	0P000075GQ	HIG	0P0000VPWA
	0.00 58.20 CDSPI	1.57 66.82 AGF	0.67 10.51 Fidelity	0.30 26.16 Fidelity	1.93 7.91 Bloom	0.00 14.24 Mackenzie	0.00 9.18 0P000075GQ	0.74 8.01 Global	0.00 9.34 Dynamic
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	OK	Very Weak	Modest	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Unknown	Unknown	About Average	About Average	Unknown	Unknown	Low	Unknown
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly 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 Sell	Buy	Cautious Hold	Hold	Strong Sell	Cautious Hold	Hold	Cautious Hold	Cautious Hold
Cash Position Weight	12.35			N/A	N/A			N/A
Equity Positions Weight	87.55			N/A	N/A			49.27
Holdings Turnover	N/A			N/A	N/A			110.7
Three Year Return	6.69			N/A	N/A			N/A
Net Asset	30.2 M			N/A	N/A			52.52 M
Minimum Initial Investment	25			N/A	N/A			N/A
Five Year Return	8.8			N/A	N/A			N/A
One Year Return	3.73			N/A	N/A			N/A
Last Dividend Paid	N/A			N/A	N/A			0.05
Ten Year Return	11.44			N/A	N/A			N/A
Day Typical Price	58.2	66.82	10.51	26.16	7.86	14.24	9.18	8.02	9.34
Accumulation Distribution	N/A	N/A	0.001	N/A	0.019	N/A	N/A	0.0037	N/A
Market Facilitation Index	N/A	N/A	0.01	N/A	0.15	N/A	N/A	0.03	N/A
Daily Balance Of Power	0.0	9.2 T	7.0	(9,223,372,036,855)	1.0	0.0	0.0	(2.00)	0.0
Period Momentum Indicator	N/A	1.03	0.07	(0.08)	0.15	N/A	N/A	(0.06)	N/A
Rate Of Daily Change	1.0	1.02	1.01	1.0	1.02	1.0	1.0	0.99	1.0
Day Median Price	58.2	66.82	10.52	26.16	7.84	14.24	9.18	8.02	9.34
Price Action Indicator	N/A	0.51	0.03	(0.04)	0.15	N/A	N/A	(0.04)	N/A
Coefficient Of Variation	(2,238)	(1,082)	(1,699)	(838.73)	14362.71	738.72	(1,151)	1174.98	(3,020)
Mean Deviation	0.7592	1.09	0.5508	0.703	0.368	0.5884	0.0714	0.615	0.2818
Jensen Alpha	(0.07)	(0.14)	(0.02)	(0.08)	(0.03)	0.0782	(0.04)	0.0641	(0.02)
Total Risk Alpha	0.0947	0.0755	0.0601	0.0261	0.1327	0.2093	0.0077	0.1793	0.0332
Sortino Ratio	N/A	N/A	N/A	N/A	0.0964	0.252	N/A	0.2272	N/A
Downside Variance	N/A	N/A	N/A	N/A	1.63	0.7616	N/A	0.6596	N/A
Standard Deviation	0.9726	1.43	0.7497	1.09	0.8955	0.7621	0.2703	0.797	0.3624
Kurtosis	0.4422	0.9484	0.5303	14.44	10.06	(0.34)	56.45	0.0367	0.2152
Potential Upside	1.28	1.96	1.04	1.1	1.79	1.47	0.1095	1.37	0.6336
Treynor Ratio	0.4059	5.51	(0.21)	(0.28)	0.0208	(0.79)	0.6248	1.18	0.9361
Maximum Drawdown	3.88	6.37	3.79	6.45	4.46	3.25	2.04	3.61	1.8
Variance	0.946	2.03	0.5621	1.19	0.802	0.5808	0.0731	0.6352	0.1313
Market Risk Adjusted Performance	0.4159	5.52	(0.20)	(0.27)	0.0308	(0.78)	0.6348	1.19	0.9461
Risk Adjusted Performance	(0.04)	(0.07)	(0.05)	(0.1)	0.0065	0.1117	(0.09)	0.0703	(0.04)
Skewness	(0.25)	(0.83)	(0.11)	(2.91)	1.84	(0.11)	(7.43)	0.2214	(0.39)
Semi Deviation	N/A	N/A	N/A	N/A	0.5468	0.7041	N/A	0.6559	N/A
Information Ratio	0.0753	(0.01)	0.0968	(0.01)	0.1373	0.2885	0.345	0.2316	0.289
Value At Risk	(2.07)	(2.48)	(1.26)	(1.63)	(1.77)	(1.25)	N/A	(1.29)	(0.63)
Expected Short fall	N/A	N/A	N/A	N/A	(1.99)	(0.60)	N/A	(0.72)	N/A
Downside Deviation	N/A	N/A	N/A	N/A	1.28	0.8727	N/A	0.8122	N/A
Semi Variance	N/A	N/A	N/A	N/A	0.299	0.4957	N/A	0.4302	N/A

CDSPI Global Competition Performance Charts

Five steps to successful analysis of CDSPI Global Competition

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

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

In addition to having CDSPI 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.

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Banks

Large and small money and credit banks and credit services. The Banks theme has 37 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 Banks Theme or any other thematic opportunities.

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Other Information on Investing in CDSPI Fund

CDSPI Global financial ratios help investors to determine whether CDSPI 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 CDSPI with respect to the benefits of owning CDSPI Global security.

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