Pareto Nordic Competition

Funds . Germany . 
Fund . Pareto Nordic Equity
0P0001F6GT   155.21  5.58  3.73%   
  

Pareto Nordic Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pareto Nordic 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 Pareto 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 Pareto Nordic Equity does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
VOW
+ 0.86
0P00000PM8
8SP
+ 0.79
0P00000PM8
3RKU
+ 0.76
0P00001S8S
VOW
+ 0.73
8SP
RRU
+ 0.72
0P00001S8S
9K1
+ 0.69
VOW
  
High negative correlations   
9K1
- 0.9
0P00001S8S
3RKU
- 0.89
9K1
RS6
- 0.87
VOW
VOW
- 0.83
0P00001S8S
8SP
- 0.73
0P00001S8S
RS6
- 0.68
0P00000PM8

Risk-Adjusted Indicators

There is a big difference between Pareto Fund performing well and Pareto Nordic 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 Pareto Nordic'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
0P00001S8S  0.01  0.00  0.00 (1.69) 0.00 
 0.00 
 0.04 
 0.00 
 0.04 
0P00000PM8  0.65 (0.09) 0.00 (0.32) 0.00 
 0.00 
 1.10 
(1.95)
 4.32 
8SP  2.15 (0.21) 0.00 (0.19) 0.00 
 0.00 
 3.36 
(4.50)
 20.22 
INL  2.44 (0.03) 0.00 (0.04) 0.00 
 0.00 
 7.04 
(5.34)
 16.28 
VOW  1.24 (0.14) 0.00  1.85  0.00 
 0.00 
 2.84 
(2.65)
 9.42 
RS6  1.40 (0.03)(0.01) 0.01  1.59 
(1.57)
 2.15 
(2.93)
 15.24 
RRU  1.53  0.17  0.07 (0.35) 1.80 
(1.66)
 3.10 
(3.10)
 9.56 
XYTA  12.41  3.96  0.14  1.93  8.83 
(55.21)
 33.33 
(25.00)
 233.33 
9K1  1.83 (0.36) 0.00 (0.97) 0.00 
 0.00 
 3.03 
(4.66)
 14.80 
3RKU  1.57  0.41  0.22  2.72  1.29 
(2.15)
 3.31 
(2.40)
 9.54 
All Fundamental Data

Pareto Nordic Competitive Analysis

The better you understand Pareto Nordic competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pareto Nordic'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 Pareto Nordic'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
0P0001F6GT 0P00001S8S 0P00000PM8 8SP INL VOW RS6 RRU XYTA 9K1
 3.73 
 155.21 
Pareto
 0.01 
 594.01 
Groupama
 1.71 
 263.92 
Renaissance
 1.96 
 4.16 
Superior
 3.60 
 18.22 
Intel
 1.56 
 88.10 
Volkswagen
 1.05 
 254.80 
Reliance
 0.71 
 6.98 
Rolls
 25.00 
 0 
CHINA
 1.22 
 1.66 
NORDIC
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Moderately volatile
Not too volatile
Very steady
Very steady
Somewhat reliable
Out of control
Very risky
Market Performance
(90 Days Performance)
Very Weak
Market Crasher
Very Weak
Very Weak
Very Weak
Very Weak
Weak
Modest
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Unknown
Low
Low
Quite High
Low
Low
Low
About Average
Average
About Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Under Valued
Over Valued
Under 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 Sell
Cautious Hold
Hold
Cautious Hold
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
1.33
N/A
N/A
4.06
1.07
0.67
N/A
Net Asset
4.25 B
3.48 B
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Profit Margin
N/A
N/A
-0.0333
N/A
N/A
0.11
-0.0939
-2.08
N/A
EBITDA
N/A
N/A
202.9 M
21.3 B
49.43 B
2.73 B
(207 M)
47.39 M
N/A
Operating Margin
N/A
N/A
0.0049
N/A
N/A
0.15
0.0582
0.11
N/A
Current Valuation
N/A
N/A
2.78 B
126.75 B
201.15 B
12.83 B
14.94 B
N/A
N/A
Price To Book
N/A
N/A
1.76
1.18
0.53
1.78
N/A
N/A
N/A
Five Year Return
-0.27
4.78
5.75
N/A
N/A
1.9
N/A
N/A
N/A
One Year Return
-0.43
3.06
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
N/A
0.86
N/A
N/A
0.89
1.7
0.55
N/A
Cash Position Weight
95.38
1.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
N/A
98.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Employees
1
1
28
5
N/A
10
10
153
N/A
Shares Outstanding
N/A
N/A
200.7 M
N/A
N/A
58.79 M
8.37 B
4.77 B
N/A
Three Year Return
-0.38
5.45
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
248.7 M
15.43 B
38.63 B
2.12 B
1.85 B
3.06 M
N/A
Annual Yield
N/A
N/A
0.0662
0.018
0.0401
0.0163
0.0398
N/A
N/A
Total Debt
N/A
N/A
1.91 B
37.68 B
123.89 B
1.14 B
4.11 B
3.63 B
N/A
Return On Equity
N/A
N/A
-0.0634
N/A
N/A
0.28
N/A
N/A
N/A
Bond Positions Weight
3.42
0.2
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
2.4
N/A
8.2
1.8
N/A
N/A
Return On Asset
N/A
N/A
0.0026
N/A
N/A
0.16
0.0169
0.0117
N/A
Book Value Per Share
N/A
N/A
5.52
N/A
N/A
120.56
-0.72
-2.42
N/A
Minimum Initial Investment
500
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
4.25 B
3.48 B
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Debt To Equity
N/A
N/A
163.2
N/A
N/A
49.0
580.9
N/A
N/A
Last Dividend Paid
N/A
N/A
0.72
0.33
4.8
3.5
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
181.17
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
36.16
N/A
N/A
83.58
64.39
N/A
N/A
Market Capitalization
N/A
N/A
1.54 B
182.18 B
117.75 B
13.85 B
13.99 B
39.16 M
N/A
Price To Earning
N/A
N/A
30.24
N/A
N/A
8.86
5.69
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
12.86
4.22
N/A
0.23
N/A
N/A
Price To Sales
N/A
N/A
0.46
1.7
0.35
0.65
0.75
N/A
N/A
Net Income
N/A
N/A
(112.5 M)
8.01 B
15.38 B
1.84 B
(1.27 B)
(333.9 M)
N/A
Earnings Per Share
N/A
N/A
-0.4
N/A
N/A
28.2
-0.33
-0.006
N/A
Shares Owned By Insiders
N/A
N/A
0.35
N/A
N/A
0.86
0.1
51.82
N/A
Revenue
N/A
N/A
3.38 B
63.05 B
250.2 B
17.02 B
13.52 B
232.34 M
N/A
Ten Year Return
0.06
9.89
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
33.45 M
N/A
N/A
133.6 M
5.81 B
6.01 M
N/A
Cash Per Share
N/A
N/A
0.19
N/A
N/A
1.99
3.14
N/A
N/A
Gross Profit
N/A
N/A
1.15 B
N/A
N/A
5.26 B
2.76 B
53.08 M
N/A
Day Typical Price
155.21
594.01
263.92
4.13
18.26
88.1
254.8
6.95
0.0015
1.65
Accumulation Distribution
N/A
N/A
N/A
0.0192
0.0071
N/A
N/A
0.02
N/A
0.0241
Market Facilitation Index
N/A
N/A
N/A
0.08
0.13
N/A
N/A
0.14
N/A
0.04
Daily Balance Of Power
9.2 T
9.2 T
(9,223,372,036,855)
1.0
(5.23)
(9,223,372,036,855)
(9,223,372,036,855)
(0.36)
(9,223,372,036,855)
0.5
Period Momentum Indicator
5.58
0.03
(4.59)
0.08
(0.68)
(1.40)
(2.70)
(0.05)
(0.0005)
0.02
Rate Of Daily Change
1.04
1.0
0.98
1.02
0.96
0.98
0.99
0.99
0.75
1.01
Day Median Price
155.21
594.01
263.92
4.12
18.29
88.1
254.8
6.94
0.0015
1.64
Price Action Indicator
2.79
0.015
(2.29)
0.08
(0.41)
(0.70)
(1.35)
0.015
(0.0003)
0.03
Coefficient Of Variation
(998,196)
99.36
(1,216)
(1,869)
(38,066)
(1,266)
9666.73
1142.2
709.2
(738.99)
Mean Deviation
0.4944
0.0092
0.6545
2.15
2.44
1.24
1.4
1.53
12.41
1.83
Jensen Alpha
(0.01)
0.0022
(0.09)
(0.21)
(0.03)
(0.14)
(0.03)
0.1725
3.96
(0.36)
Total Risk Alpha
(0.03)
0.0019
(0.11)
(0.29)
(0.11)
(0.19)
(0.05)
0.1071
3.21
(0.42)
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
(0.01)
0.069
0.1427
N/A
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
2.63
4.12
778.7
N/A
Standard Deviation
0.6798
0.0121
0.8721
3.38
3.28
1.64
2.14
1.97
28.48
2.5
Kurtosis
0.972
0.1214
0.6371
10.32
0.471
1.42
12.51
0.2085
35.16
1.3
Potential Upside
1.35
0.0356
1.1
3.36
7.04
2.84
2.15
3.1
33.33
3.03
Treynor Ratio
0.0577
(1.69)
(0.32)
(0.19)
(0.04)
1.85
0.0068
(0.35)
1.93
(0.97)
Maximum Drawdown
3.71
0.0424
4.32
20.22
16.28
9.42
15.24
9.56
233.33
14.8
Variance
0.4622
1.0E-4
0.7605
11.43
10.74
2.68
4.58
3.86
810.85
6.27
Market Risk Adjusted Performance
0.0677
(1.68)
(0.31)
(0.18)
(0.03)
1.86
0.0168
(0.34)
1.94
(0.96)
Risk Adjusted Performance
(0)
0.1533
(0.06)
(0.03)
0.0055
(0.06)
0.0145
0.0753
0.1214
(0.10)
Skewness
0.3069
1.15
(0.52)
(0.64)
0.4453
0.4692
2.5
(0.36)
5.22
(0.33)
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
1.59
1.8
8.83
N/A
Information Ratio
(0.05)
(1.65)
(0.12)
(0.06)
(0.01)
(0.1)
(0)
0.0712
0.1399
(0.15)
Value At Risk
(0.91)
N/A
(1.95)
(4.50)
(5.34)
(2.65)
(2.93)
(3.10)
(25.00)
(4.66)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
(1.57)
(1.66)
(55.21)
N/A
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
1.62
2.03
27.91
N/A
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
2.53
3.24
77.88
N/A

Pareto Nordic Competition Performance Charts

Five steps to successful analysis of Pareto Nordic Competition

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