Desjardins Sustainable Competition

Funds . Canada . 
Fund . Desjardins Sustainable Maximum
0P0000J2C7  CAD 26.31  0.03  0.11%   
  
Hype
Prediction
LowEstimatedHigh
25.8926.3126.73
Details
Intrinsic
Valuation
LowRealHigh
25.6826.1026.52
Details
Naive
Forecast
LowNextHigh
26.1826.5927.01
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.7526.0326.32
Details

Desjardins Sustainable Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Desjardins Sustainable 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 Desjardins 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 Desjardins Sustainable does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
0P0000OXA6
+ 0.95
0P00007069
ERE-UN
+ 0.84
0P0000OXA6
ERE-UN
+ 0.82
0P00007069
ERE-UN
+ 0.81
XHB
XHB
+ 0.72
0P00007069
0P0000OXA6
+ 0.71
XHB
  
High negative correlations   
0P0000OXA6
- 0.81
ZUAG-U
ERE-UN
- 0.77
TKU
TKU
- 0.77
0P0000OXA6
TKU
- 0.77
0P00007069
ZUAG-U
- 0.69
0P00007069
0P0000OXA6
- 0.65
SOLR

Risk-Adjusted Indicators

There is a big difference between Desjardins Fund performing well and Desjardins Sustainable 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 Desjardins Sustainable'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
0P00007069  0.33  0.06 (0.05) 0.45  0.19 
(0.37)
 0.83 
(0.59)
 1.99 
ZUAG-U  0.15 (0.02) 0.00 (7.07) 0.00 
 0.00 
 0.46 
(0.46)
 2.35 
XHB  0.21  0.03 (0.27) 0.30  0.00 
(0.29)
 0.52 
(0.31)
 1.07 
EDGF  0.83  0.00 (0.05) 0.10  1.12 
(1.22)
 2.26 
(1.87)
 6.36 
SOLR  7.30 (0.05) 0.00  0.07  9.51 
(26.85)
 25.00 
(20.00)
 58.33 
0P0000OXA6  0.51  0.11  0.07  0.35  0.45 
(0.57)
 1.15 
(1.18)
 4.34 
ALA-PA  0.53  0.03 (0.12)(0.13) 0.66 
(0.63)
 1.15 
(1.45)
 3.73 
ECO  1.54  0.06 (0.05)(0.01) 1.91 
(1.76)
 3.84 
(3.00)
 11.63 
TKU  7.33 (0.30) 0.00 (0.12) 0.00 
 0.00 
 33.33 
(33.33)
 83.33 
ERE-UN  1.37  0.30  0.27  0.27  0.81 
(1.79)
 3.40 
(1.58)
 20.23 
All Fundamental Data

Desjardins Sustainable Competitive Analysis

The better you understand Desjardins Sustainable competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Desjardins Sustainable'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 Desjardins Sustainable'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
0P0000J2C7 0P00007069 ZUAG-U XHB EDGF SOLR 0P0000OXA6 ALA-PA ECO TKU
 0.11 
 26.31 
Desjardins
 0.31 
 41.76 
RBC
 0.13 
 30.40 
BMO
 0.25 
 19.91 
IShares
 0.19 
 10.72 
Brompton
 16.67 
 0.04 
Solar
 0.52 
 28.86 
PHN
 0.77 
 19.66 
Altagas
 1.50 
 3.94 
EcoSynthetix
 33.33 
 0.01 
Tarku
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Not too volatile
Out of control
Very steady
Very steady
Slightly risky
Out of control
Market Performance
(90 Days Performance)
Solid
Solid
Very Weak
Good
Weak
Very Weak
Solid
Insignificant
Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
About Average
Low
About Average
Very High
Low
Low
Quite High
Very High
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Under Valued
Over 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
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Sell
Strong Sell
Cautious Hold
Strong Sell
Strong Buy
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
0.19
N/A
N/A
30.53
2.39
Net Asset
444.83 M
8.86 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
3.76 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
-0.0107
N/A
0.0239
-0.11
N/A
EBITDA
N/A
N/A
N/A
N/A
N/A
(762.93 K)
N/A
1.14 B
(3.24 M)
(1.29 M)
Operating Margin
N/A
N/A
N/A
N/A
N/A
-0.7
N/A
0.0733
-0.0573
N/A
Current Valuation
N/A
N/A
N/A
N/A
N/A
10.37 M
N/A
N/A
184.44 M
1.28 M
Price To Book
N/A
N/A
N/A
N/A
N/A
93.97
N/A
N/A
4.16
0.62
Five Year Return
4.37
3.88
N/A
2.9
N/A
N/A
8.42
N/A
N/A
N/A
Retained Earnings
N/A
N/A
N/A
N/A
N/A
(68.87 M)
N/A
N/A
(459.55 M)
(9.97 M)
One Year Return
6.41
-2.91
N/A
11.7
N/A
N/A
-0.8
N/A
N/A
N/A
Beta
N/A
N/A
N/A
0.94
0.95
1.32
N/A
1.32
0.86
-0.28
Cash Position Weight
3.93
3.07
N/A
N/A
N/A
N/A
1.58
N/A
N/A
N/A
Equity Positions Weight
77.83
74.82
N/A
N/A
N/A
N/A
98.42
N/A
N/A
N/A
Number Of Employees
N/A
1
N/A
1
N/A
N/A
N/A
2.93 K
25
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
N/A
294.19 M
N/A
N/A
58.61 M
126.74 M
Three Year Return
3.98
2.4
N/A
2.4
N/A
N/A
5.68
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
97.33 K
N/A
738 M
316.99 K
(1.06 M)
Annual Yield
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0524
N/A
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
137.5 K
N/A
7.68 B
584.36 K
701.24 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
-6.84
N/A
0.0477
-0.0429
-0.2
Bond Positions Weight
16.38
19.88
N/A
97.03
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
30.71
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
N/A
-0.25
N/A
0.0273
-0.0579
-0.0808
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
1.21 K
N/A
8.1 K
399.87 K
5.13 K
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
-0.007
N/A
24.88
0.68
0.023
Minimum Initial Investment
500
500
N/A
N/A
N/A
N/A
500
N/A
N/A
N/A
Total Asset
444.83 M
8.86 B
N/A
430.05 M
N/A
1.8 M
5.64 B
21.59 B
42.84 M
3.76 M
Last Dividend Paid
N/A
N/A
N/A
0.065
N/A
N/A
N/A
1.05
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
0.58
N/A
1.62
11.05
0.19
Target Price
N/A
N/A
N/A
N/A
N/A
1.15
N/A
N/A
8.39
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.7
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
52.87
14.73
N/A
Market Capitalization
N/A
N/A
N/A
N/A
N/A
10.3 M
N/A
N/A
234.43 M
1.27 M
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-18.42
-1.94
Price To Sales
N/A
N/A
N/A
N/A
N/A
1.19
N/A
N/A
14.7
N/A
Net Income
N/A
N/A
N/A
N/A
N/A
(1.81 M)
N/A
283 M
(2.82 M)
(1.36 M)
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.89
-0.04
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
42.24
N/A
N/A
14.48
12.93
Revenue
N/A
N/A
N/A
N/A
N/A
7.47 M
N/A
10.57 B
12.66 M
N/A
Ten Year Return
6.84
6.15
N/A
3.5
N/A
N/A
N/A
N/A
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
N/A
(2.31 M)
N/A
N/A
36.96 M
(472.56 K)
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
403.2 K
N/A
N/A
44.59 M
145.36 K
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.76
N/A
Gross Profit
N/A
N/A
N/A
N/A
N/A
663.58 K
N/A
2.87 B
4.15 M
N/A
Day Typical Price
26.31
41.76
30.4
19.88
10.74
0.035
28.86
19.69
4.0
0.01
Accumulation Distribution
N/A
N/A
3.0E-4
44.67
13.46
N/A
N/A
174.99
723.55
N/A
Market Facilitation Index
N/A
N/A
0.01
0.0
0.0
N/A
N/A
0.0
0.0
N/A
Daily Balance Of Power
9.2 T
9.2 T
4.0
0.4545
0.2857
9.2 T
9.2 T
1.666667
(0.24)
(9,223,372,036,855)
Period Momentum Indicator
0.03
0.13
0.04
0.05
0.02
0.005
0.15
0.15
(0.06)
(0.01)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.17
1.01
1.01
0.99
0.67
Day Median Price
26.31
41.76
30.41
19.87
10.76
0.035
28.86
19.7
4.03
0.01
Price Action Indicator
0.015
0.065
0.015
0.07
(0.03)
0.0025
0.075
0.03
(0.12)
(0)
Relative Strength Index
50.58
53.65
30.36
48.48
44.21
45.17
59.49
60.52
40.43
42.08
Coefficient Of Variation
472.6
468.53
(2,629)
562.73
4312.01
13266.09
440.88
2754.22
15639.22
(10,596)
Mean Deviation
0.3394
0.3292
0.1451
0.2127
0.827
7.3
0.5126
0.5318
1.54
7.33
Jensen Alpha
0.0499
0.0631
(0.02)
0.0259
(0)
(0.05)
0.1101
0.0284
0.0602
(0.30)
Total Risk Alpha
0.0223
0.0237
(0.06)
0.0017
(0.15)
(1.72)
0.0569
(0.08)
(0.27)
(2.34)
Sortino Ratio
(0.06)
(0.05)
N/A
(0.27)
(0.05)
(0.0005)
0.0715
(0.12)
(0.05)
N/A
Downside Variance
0.147
0.1953
N/A
0.0558
2.57
507.5
0.5446
0.5691
4.23
N/A
Standard Deviation
0.4247
0.4319
0.3134
0.277
1.26
13.4
0.7325
0.7164
2.05
16.05
Kurtosis
(0.04)
0.4191
12.22
1.79
1.18
0.8475
3.68
0.826
1.07
3.74
Potential Upside
0.7949
0.8286
0.4568
0.5189
2.26
25.0
1.15
1.15
3.84
33.33
Treynor Ratio
0.275
0.4454
(7.07)
0.3048
0.0958
0.0675
0.3506
(0.13)
(0.01)
(0.12)
Maximum Drawdown
1.94
1.99
2.35
1.07
6.36
58.33
4.34
3.73
11.63
83.33
Variance
0.1804
0.1865
0.0982
0.0768
1.59
179.56
0.5365
0.5132
4.19
257.75
Market Risk Adjusted Performance
0.285
0.4554
(7.06)
0.3148
0.1058
0.0775
0.3606
(0.12)
0.0044
(0.11)
Risk Adjusted Performance
0.1535
0.1552
(0.04)
0.118
0.0216
0.0152
0.1726
0.0271
0.0111
0.0023
Skewness
0.0604
(0.13)
(2.00)
0.9642
(0.36)
0.4552
0.4855
(0.22)
(0.04)
0.9489
Semi Deviation
0.1464
0.1941
N/A
0.0
1.12
9.51
0.4543
0.657
1.91
N/A
Information Ratio
(0.06)
(0.05)
(0.40)
(0.23)
(0.07)
(0.0009)
0.0721
(0.12)
(0.05)
(0.02)
Value At Risk
(0.64)
(0.59)
(0.46)
(0.31)
(1.87)
(20.00)
(1.18)
(1.45)
(3.00)
(33.33)
Expected Short fall
(0.42)
(0.37)
N/A
(0.29)
(1.22)
(26.85)
(0.57)
(0.63)
(1.76)
N/A
Downside Deviation
0.3835
0.442
N/A
0.2361
1.6
22.53
0.738
0.7544
2.06
N/A
Semi Variance
0.0214
0.0377
N/A
(0.01)
1.26
90.52
0.2063
0.4317
3.63
N/A

Desjardins Sustainable Competition Performance Charts

Five steps to successful analysis of Desjardins Sustainable Competition

Desjardins Sustainable'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 Desjardins Sustainable in relation to its competition. Desjardins Sustainable's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Desjardins Sustainable 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 Desjardins Sustainable's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Desjardins Sustainable, 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 Desjardins Fund

Desjardins Sustainable financial ratios help investors to determine whether Desjardins 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 Desjardins with respect to the benefits of owning Desjardins Sustainable security.
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