Americafirst Monthly Competition

ABRUX Fund

USD 15.05 0.20 1.35%

Americafirst Monthly competes with Americafirst Large, Americafirst Large, Americafirst Large, Americafirst Tactical, and Americafirst Income; as well as few others. The fund is listed under Tactical Allocation category and is part of AmericaFirst Funds family. Analyzing Americafirst Monthly 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 Americafirst Monthly to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Americafirst Monthly Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Americafirst Monthly competition on your existing holdings.

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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 Americafirst Monthly's 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
13.92	15.05	16.18

Details

Intrinsic

Valuation

Low	Real	High
14.80	15.93	17.06

Details

Americafirst Monthly Competition Correlation Matrix

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

	SBQAX	SBQIX	SBQUX	ABRFX	AFPIX	AFPAX	AFPUX	DGQUX
SBQAX		1.0	1.0	0.97	0.89	0.89	0.88	-0.38	SBQAX
SBQIX	1.0		1.0	0.97	0.89	0.89	0.88	-0.38	SBQIX
SBQUX	1.0	1.0		0.97	0.89	0.89	0.88	-0.38	SBQUX
ABRFX	0.97	0.97	0.97		0.88	0.88	0.86	-0.36	ABRFX
AFPIX	0.89	0.89	0.89	0.88		1.0	1.0	-0.12	AFPIX
AFPAX	0.89	0.89	0.89	0.88	1.0		1.0	-0.12	AFPAX
AFPUX	0.88	0.88	0.88	0.86	1.0	1.0		-0.1	AFPUX
DGQUX	-0.38	-0.38	-0.38	-0.36	-0.12	-0.12	-0.1		DGQUX
	SBQAX	SBQIX	SBQUX	ABRFX	AFPIX	AFPAX	AFPUX	DGQUX

Click cells to compare fundamentals

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High positive correlations

SBQIX	+ 1.0	SBQAX
SBQUX	+ 1.0	SBQAX
SBQUX	+ 1.0	SBQIX
AFPAX	+ 1.0	AFPIX
AFPUX	+ 1.0	AFPIX
AFPUX	+ 1.0	AFPAX

High negative correlations

DGQUX	- 0.38	SBQUX
DGQUX	- 0.38	SBQIX
DGQUX	- 0.38	SBQAX
DGQUX	- 0.36	ABRFX
DGQUX	- 0.12	AFPAX
DGQUX	- 0.12	AFPIX

Risk-Adjusted Indicators

There is a big difference between Americafirst Mutual Fund performing well and Americafirst Monthly 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 Americafirst Monthly'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
SBQAX	0.64	0.03	0.03	0.16	0.62	(0.78)	1.41	(1.11)	4.87
SBQIX	0.64	0.03	0.03	0.16	0.64	(0.76)	1.36	(1.13)	4.96
SBQUX	0.64	0.03	0.03	0.15	0.63	(0.76)	1.35	(1.15)	4.89
ABRFX	0.90	0.10	0.11	0.22	0.87	(1.06)	2.18	(1.78)	5.38
AFPIX	0.53	(0.03)	(0.07)	0.09	0.57	(0.58)	1.02	(1.02)	4.19
AFPAX	0.52	(0.03)	(0.07)	0.09	0.54	(0.62)	1.09	(1.08)	4.31
AFPUX	0.52	(0.03)	(0.07)	0.09	0.57	(0.61)	1.06	(1.24)	4.13
DGQUX	0.31	(0.04)	(0.26)	(0.03)	0.42	(0.35)	0.63	(0.75)	2.13

Unable to evaluate fundamental data of [SBQAX, SBQIX, SBQUX, ABRFX, AFPIX, AFPAX, AFPUX, DGQUX] at this time. Please try again later

All Fundamental Data

Americafirst Monthly Competitive Analysis

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

	ABRUX	SBQAX	SBQIX	SBQUX	ABRFX	AFPIX	AFPAX	AFPUX	DGQUX
	1.35 15.05 Americafirst	0.62 14.67 Americafirst	0.59 15.26 Americafirst	0.59 13.75 Americafirst	1.38 16.16 Americafirst	0.20 5.10 Americafirst	1.46 4.71 Americafirst	0.20 4.92 Americafirst	0.38 7.96 Americafirst
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Not too volatile	Not too volatile	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Solid	Solid	Solid	OK	OK	OK	Very Weak
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	Under 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 Buy	Strong Hold	Strong Hold	Buy	Strong Buy	Strong Hold	Strong Hold	Strong Hold	Hold
Net Asset	5.35 M	2.77 M	2.77 M	2.77 M	5.35 M	23.04 M	23.04 M	23.04 M	1.13 M
Minimum Initial Investment	N/A	N/A	1000 K	N/A	N/A	N/A	1 K	N/A	N/A
Price To Book	1.46	N/A	N/A	N/A	1.63	2.43	2.43	2.78	1.71
Five Year Return	2.91	9.81	10.11	8.96	3.41	4.66	3.91	3.51	-2.82
One Year Return	29.14	29.37	29.65	28.38	29.78	25.09	24.22	23.75	11.95
Last Dividend Paid	N/A	N/A	N/A	N/A	0.01	0.04	0.04	0.03	N/A
Price To Earning	18.24	N/A	N/A	N/A	16.73	15.31	15.31	16.73	21.26
Price To Sales	0.59	N/A	N/A	N/A	1.0	1.01	1.01	1.11	1.13
Cash Position Weight	37.57	1.53	5.24	1.53	37.57	4.24	7.63	4.24	31.44
Equity Positions Weight	52.08	98.47	94.76	98.47	52.08	65.6	92.3	65.6	62.04
Three Year Return	5.33	9.01	9.27	8.14	5.87	4.98	4.24	3.86	0.21
Annual Yield	N/A	N/A	N/A	N/A	N/A	0.0933	0.097	0.0823	N/A
Year To Date Return	18.23	24.96	25.29	24.1	18.76	16.63	15.86	15.13	7.51
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	1.61	0.07	1.61	N/A
Ten Year Return	2.22	N/A	N/A	N/A	2.73	N/A	N/A	N/A	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Day Typical Price	15.05	14.67	15.26	13.75	16.16	5.1	4.71	4.92	7.96
Period Momentum Indicator	0.2	0.09	0.09	0.08	0.22	0.01	(0.07)	0.01	0.03
Rate Of Daily Change	1.01	1.01	1.01	1.01	1.01	1.0	0.99	1.0	1.0
Day Median Price	15.05	14.67	15.26	13.75	16.16	5.1	4.71	4.92	7.96
Price Action Indicator	0.1	0.045	0.045	0.04	0.11	0.005	(0.04)	0.005	0.015
Coefficient Of Variation	458.17	563.57	563.72	574.54	454.8	833.16	862.64	839.13	15158.98
Mean Deviation	0.8954	0.6366	0.6395	0.6381	0.8994	0.5283	0.5232	0.5239	0.3147
Jensen Alpha	0.1008	0.0295	0.0293	0.0262	0.1029	(0.03)	(0.03)	(0.03)	(0.04)
Total Risk Alpha	0.0502	(0.0003)	(0.0002)	(0)	0.0522	(0.04)	(0.05)	(0.04)	(0.08)
Sortino Ratio	0.1107	0.0281	0.0291	0.025	0.1117	(0.07)	(0.07)	(0.07)	(0.26)
Downside Variance	1.14	0.9038	0.9235	0.9629	1.17	0.5397	0.5595	0.5978	0.2753
Standard Deviation	1.17	0.926	0.9334	0.9318	1.18	0.7074	0.7049	0.7114	0.4214
Kurtosis	0.4934	4.41	4.57	4.39	0.4662	2.47	2.63	2.08	0.263
Potential Upside	2.14	1.41	1.36	1.35	2.18	1.02	1.09	1.06	0.6321
Treynor Ratio	0.2162	0.1578	0.1572	0.1542	0.2179	0.0927	0.088	0.0928	(0.03)
Maximum Drawdown	5.42	4.87	4.96	4.89	5.38	4.19	4.31	4.13	2.13
Variance	1.38	0.8575	0.8713	0.8683	1.38	0.5004	0.4968	0.5061	0.1776
Market Risk Adjusted Performance	0.2262	0.1678	0.1672	0.1642	0.2279	0.1027	0.098	0.1028	(0.02)
Risk Adjusted Performance	0.1703	0.1374	0.1374	0.1348	0.1716	0.0909	0.0878	0.0904	(0)
Skewness	0.0384	0.5141	0.5203	0.5363	(0.02)	0.561	0.5736	0.3729	(0.35)
Semi Deviation	0.8399	0.621	0.6417	0.6306	0.8695	0.571	0.5374	0.5688	0.422
Information Ratio	0.1009	0.0288	0.03	0.0264	0.1028	(0.07)	(0.08)	(0.07)	(0.32)
Value At Risk	(1.83)	(1.11)	(1.13)	(1.15)	(1.78)	(1.02)	(1.08)	(1.24)	(0.75)
Expected Short fall	(1.05)	(0.78)	(0.76)	(0.76)	(1.06)	(0.58)	(0.62)	(0.61)	(0.35)
Downside Deviation	1.07	0.9507	0.961	0.9813	1.08	0.7346	0.748	0.7732	0.5247
Semi Variance	0.7054	0.3856	0.4118	0.3976	0.756	0.326	0.2888	0.3236	0.1781

Americafirst Monthly Competition Performance Charts

Five steps to successful analysis of Americafirst Monthly Competition

Americafirst Monthly'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 Americafirst Monthly in relation to its competition. Americafirst Monthly's competition analysis typically involves several steps, including:

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

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Companies that are involved in development or distribution of technologically based goods and services such as software, IT or electronics. The Technology theme has 30 constituents at this time.

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Other Information on Investing in Americafirst Mutual Fund

Americafirst Monthly financial ratios help investors to determine whether Americafirst 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 Americafirst with respect to the benefits of owning Americafirst Monthly security.

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