Axs Adaptive Competition

Mutual Funds . USA . 
Fund . Axs Adaptive Plus
AXSPX Fund  USD 11.41  0.01  0.09%   
Axs Adaptive Plus competes with Equinox Chesapeake, Equinox Chesapeake, Equinox Chesapeake, Alpine High, and Horizon Defensive; as well as few others. The fund is listed under Long-Short Equity category and is part of AXS family. Analyzing Axs Adaptive 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 Axs Adaptive to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Axs Adaptive 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 Axs Adaptive competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
10.7911.4112.03
Details
Intrinsic
Valuation
LowRealHigh
10.8511.4712.09
Details
Naive
Forecast
LowNextHigh
10.5111.1311.76
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.2711.6312.00
Details

Axs Adaptive Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Axs Adaptive 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 Axs 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 Axs Adaptive Plus does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ECHAX
+ 1.0
ECHCX
MITBX
+ 0.98
USRAX
ECHCX
+ 0.9
EQCHX
ECHAX
+ 0.89
EQCHX
VSIAX
+ 0.88
FCNTX
VSIAX
+ 0.85
VVIAX
  
High negative correlations   
FCNTX
- 0.21
EQCHX
VVIAX
- 0.18
EQCHX
VSIAX
- 0.14
EQCHX
VSIAX
- 0.12
AXSPX
FCNTX
- 0.12
ECHCX
FCNTX
- 0.1
ECHAX

Risk-Adjusted Indicators

There is a big difference between Axs Mutual Fund performing well and Axs Adaptive 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 Axs Adaptive'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
EQCHX  0.75 (0.06) 0.00  1.98  0.00 
 0.00 
 1.43 
(1.78)
 4.27 
ECHCX  0.72 (0.08) 0.00 (0.13) 0.00 
 0.00 
 1.37 
(1.71)
 4.28 
ECHAX  0.72 (0.09) 0.00 (0.14) 0.00 
 0.00 
 1.35 
(1.80)
 4.33 
AXSPX  0.30 (0.06) 0.00 (0.37) 0.00 
 0.00 
 0.68 
(0.67)
 4.66 
AHYMX  0.11 (0.01) 0.00  0.51  0.00 
 0.00 
 0.22 
(0.22)
 0.98 
USRAX  0.56 (0.13) 0.00 (0.18) 0.00 
 0.00 
 0.93 
(1.25)
 9.71 
FCNTX  0.65 (0.01)(0.01) 0.01  1.22 
(0.56)
 1.29 
(2.00)
 5.65 
VVIAX  0.51 (0.05) 0.00 (0.04) 0.00 
 0.00 
 1.09 
(0.75)
 5.19 
MITBX  0.67 (0.18) 0.00 (0.22) 0.00 
 0.00 
 0.85 
(1.20)
 14.42 
VSIAX  0.70 (0.04) 0.00 (0.01) 0.00 
 0.00 
 1.49 
(1.24)
 8.29 
All Fundamental Data

Axs Adaptive Competitive Analysis

The better you understand Axs Adaptive competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Axs Adaptive'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 Axs Adaptive'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
AXSPX EQCHX ECHCX ECHAX AHYMX USRAX FCNTX VVIAX MITBX VSIAX
 0.09 
 11.41 
Axs
 1.68 
 10.53 
Equinox
 1.70 
 11.01 
Equinox
 1.70 
 10.41 
Equinox
 0.11 
 9.16 
Alpine
 0.93 
 30.49 
Horizon
 0.76 
 21.21 
Fidelity
 1.19 
 66.44 
Vanguard
 1.10 
 33.95 
Massachusetts
 1.02 
 85.75 
Vanguard
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly 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
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Cautious Hold
Strong Hold
Strong Hold
Sell
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Net Asset
8.13 M
57.83 M
57.83 M
57.83 M
136.28 M
196.8 M
107.89 B
145.5 B
6.35 B
46.15 B
Minimum Initial Investment
5 K
N/A
N/A
2.5 K
N/A
2.5 K
N/A
N/A
N/A
N/A
Price To Book
N/A
N/A
N/A
N/A
N/A
N/A
3.68
1.97
2.76
1.75
Five Year Return
N/A
5.37
4.32
5.12
0.79
10.27
18.78
10.89
11.66
11.38
One Year Return
13.09
-2.93
-3.92
-3.16
6.12
20.65
42.32
21.29
24.04
21.6
Last Dividend Paid
N/A
0.4
0.26
0.37
0.02
0.08
N/A
0.01
0.05
0.06
Price To Earning
N/A
N/A
N/A
N/A
N/A
N/A
23.32
28.7
20.55
14.74
Price To Sales
N/A
N/A
N/A
N/A
N/A
N/A
2.89
1.36
2.28
0.97
Cash Position Weight
N/A
102.16
102.16
94.35
4.65
0.51
1.28
0.04
0.71
0.79
Equity Positions Weight
N/A
-0.47
-0.47
0.27
N/A
99.49
97.49
99.96
99.29
99.21
Three Year Return
N/A
3.38
2.35
3.14
-0.66
8.19
12.18
9.52
6.87
8.61
Annual Yield
0.0026
0.0186
0.0043
0.0158
0.002
0.0039
0.0036
0.0217
N/A
0.0184
Year To Date Return
11.39
0.36
0.26
0.18
4.88
18.7
40.11
19.27
22.33
17.82
Bond Positions Weight
N/A
-0.69
-0.69
N/A
2.28
N/A
0.01
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
N/A
14.73
10.75
11.28
8.22
Day Typical Price
11.41
10.53
11.01
10.41
9.16
30.49
21.21
66.44
33.95
85.75
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.01
(0.18)
(0.19)
(0.18)
0.01
0.28
0.16
0.78
0.37
0.87
Rate Of Daily Change
1.0
0.98
0.98
0.98
1.0
1.01
1.01
1.01
1.01
1.01
Day Median Price
11.41
10.53
11.01
10.41
9.16
30.49
21.21
66.44
33.95
85.75
Price Action Indicator
0.005
(0.09)
(0.1)
(0.09)
0.005
0.14
0.08
0.39
0.19
0.44
Relative Strength Index
34.72
50.67
53.22
51.88
45.43
47.37
48.73
39.48
52.5
44.41
Coefficient Of Variation
(1,336)
(1,941)
(1,462)
(1,427)
(5,715)
(1,108)
4703.24
(3,366)
(1,084)
(35,618)
Mean Deviation
0.2961
0.7477
0.7169
0.7225
0.1102
0.5565
0.6505
0.5059
0.6704
0.7031
Jensen Alpha
(0.06)
(0.06)
(0.08)
(0.09)
(0.01)
(0.13)
(0.01)
(0.05)
(0.18)
(0.04)
Total Risk Alpha
(0.07)
(0.08)
(0.1)
(0.1)
(0.02)
(0.15)
(0.02)
(0.05)
(0.21)
(0.04)
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
(0.01)
N/A
N/A
N/A
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
1.7
N/A
N/A
N/A
Standard Deviation
0.6201
0.9322
0.9053
0.9152
0.1798
1.16
0.9565
0.6966
1.64
1.04
Kurtosis
16.82
(0.31)
(0.17)
(0.12)
3.82
33.27
3.08
4.28
45.82
6.39
Potential Upside
0.6751
1.43
1.37
1.35
0.2186
0.9268
1.29
1.09
0.8531
1.49
Treynor Ratio
(0.37)
1.98
(0.13)
(0.14)
0.5075
(0.18)
0.0131
(0.04)
(0.22)
(0.01)
Maximum Drawdown
4.66
4.27
4.28
4.33
0.9797
9.71
5.65
5.19
14.42
8.29
Variance
0.3845
0.869
0.8196
0.8376
0.0323
1.34
0.9149
0.4853
2.67
1.09
Market Risk Adjusted Performance
(0.36)
1.99
(0.12)
(0.13)
0.5175
(0.17)
0.0231
(0.03)
(0.21)
(0.0008)
Risk Adjusted Performance
(0.06)
(0.04)
(0.05)
(0.05)
(0.05)
(0.07)
0.0186
(0.02)
(0.07)
2.0E-4
Skewness
(3.35)
(0.22)
(0.23)
(0.25)
(1.17)
(4.99)
(1.17)
0.4116
(6.23)
0.6632
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
1.22
N/A
N/A
N/A
Information Ratio
(0.13)
(0.09)
(0.10)
(0.11)
(0.20)
(0.12)
(0.01)
(0.08)
(0.11)
(0.03)
Value At Risk
(0.67)
(1.78)
(1.71)
(1.80)
(0.22)
(1.25)
(2.00)
(0.75)
(1.20)
(1.24)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
(0.56)
N/A
N/A
N/A
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
1.31
N/A
N/A
N/A
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
1.48
N/A
N/A
N/A

Axs Adaptive Competition Performance Charts

Five steps to successful analysis of Axs Adaptive Competition

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

In addition to having Axs Adaptive 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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Run IT Thematic Idea Now

IT
IT Theme
Information Technology (IT) companies and IT service providers across different domains. The IT theme has 48 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 IT Theme or any other thematic opportunities.
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Other Information on Investing in Axs Mutual Fund

Axs Adaptive financial ratios help investors to determine whether Axs 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 Axs with respect to the benefits of owning Axs Adaptive security.
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