Long Term Competition

BGLKX Fund

USD 32.54 1.00 3.17%

Long Term competes with Firsthand Technology, Allianzgi Technology, Health Biotchnology, Dreyfus Technology, and Goldman Sachs; as well as few others. The fund is listed under World Large-Stock Growth category and is part of Baillie Gifford Funds family. Analyzing Long Term 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 Long Term to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Long Term 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 Long Term competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
30.89	32.54	34.19

Details

Intrinsic

Valuation

Low	Real	High
31.44	33.09	34.74

Details

Long Term Competition Correlation Matrix

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

	TEFQX	RAGTX	SHPAX	DTEYX	GISTX	PTTEX
TEFQX		0.61	0.28	0.86	0.78	0.42	TEFQX
RAGTX	0.61		-0.14	0.91	0.84	0.76	RAGTX
SHPAX	0.28	-0.14		0.09	0.14	-0.02	SHPAX
DTEYX	0.86	0.91	0.09		0.91	0.65	DTEYX
GISTX	0.78	0.84	0.14	0.91		0.78	GISTX
PTTEX	0.42	0.76	-0.02	0.65	0.78		PTTEX
	TEFQX	RAGTX	SHPAX	DTEYX	GISTX	PTTEX

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High positive correlations

DTEYX	+ 0.91	RAGTX
GISTX	+ 0.91	DTEYX
DTEYX	+ 0.86	TEFQX
GISTX	+ 0.84	RAGTX
GISTX	+ 0.78	TEFQX
PTTEX	+ 0.78	GISTX

High negative correlations

SHPAX	- 0.14	RAGTX
PTTEX	- 0.02	SHPAX

Risk-Adjusted Indicators

There is a big difference between Long Mutual Fund performing well and Long Term 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 Long Term'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	Treynor Ratio	Potential Upside	Value @Risk	Maximum Drawdown
TEFQX	1.66	(0.03)	(0.17)	2.92	(3.69)	10.40
RAGTX	1.41	(0.12)	(0.26)	2.51	(3.76)	8.10
SHPAX	0.67	(0.10)	0.69	1.21	(1.61)	3.40
DTEYX	1.35	(0.06)	(0.21)	2.50	(3.77)	7.35
GISTX	1.27	(0.27)	0.90	1.77	(3.92)	7.54
PTTEX	1.32	(0.36)	1.14	1.82	(3.76)	7.89

Unable to evaluate fundamental data of [TEFQX, RAGTX, SHPAX, DTEYX, GISTX, PTTEX] at this time. Please try again later

All Fundamental Data

Long Term Competitive Analysis

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

	BGLKX	TEFQX	RAGTX	SHPAX	DTEYX	GISTX	PTTEX
	3.17 32.54 Long	5.01 3.77 Firsthand	3.23 55.90 Allianzgi	0.31 19.40 Health	3.19 72.52 Dreyfus	2.81 32.18 Goldman	1.98 66.03 Putnam
Market Volatility (90 Days Market Risk)	Very steady	Slightly risky	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	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Over 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
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Hold	Strong Sell	Hold	Strong Sell	Strong Sell
Price To Sales	N/A	2.93 X	2.99 X	0.75 X	N/A	4.19 X	N/A
Equity Positions Weight	100.00 %	99.57 %	94.01 %	95.99 %	93.90 %	98.18 %	98.47 %
Cash Position Weight	N/A	0.43 %	5.99 %	4.01 %	5.55 %	1.81 %	1.53 %
Three Year Return	10.57 %	(21.37) %	14.69 %	4.89 %	12.79 %	15.20 %	17.22 %
Net Asset	156.55 M	80.08 M	2.51 B	11.88 M	352.51 M	535.82 M	499.16 M
Minimum Initial Investment	N/A	2 K	N/A	N/A	N/A	N/A	N/A
Price To Book	N/A	4.81 X	4.00 X	2.64 X	N/A	4.57 X	N/A
Five Year Return	12.86 %	(9.60) %	17.17 %	6.45 %	14.72 %	16.51 %	17.87 %
Year To Date Return	4.91 %	0.79 %	4.44 %	6.07 %	4.12 %	3.52 %	1.24 %
One Year Return	12.79 %	(8.39) %	6.47 %	2.15 %	4.24 %	10.26 %	3.56 %
Ten Year Return	N/A	16.85 %	18.19 %	11.34 %	15.82 %	16.63 %	17.88 %
Price To Earning	N/A	41.92 X	25.11 X	18.07 X	N/A	2.21 X	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	32.54	3.77	55.9	19.4	72.52	32.18	66.03
Period Momentum Indicator	1.0	0.18	1.75	0.06	2.24	0.88	1.28
Rate Of Daily Change	1.03	1.05	1.03	1.0	1.03	1.03	1.02
Day Median Price	32.54	3.77	55.9	19.4	72.52	32.18	66.03
Price Action Indicator	0.5	0.09	0.88	0.03	1.12	0.44	0.64
Coefficient Of Variation	(1,044)	(1,158)	(735.82)	(1,091)	(899.05)	(755.03)	(566.87)
Mean Deviation	1.24	1.66	1.41	0.6684	1.35	1.27	1.32
Jensen Alpha	(0.04)	(0.03)	(0.12)	(0.10)	(0.06)	(0.27)	(0.36)
Total Risk Alpha	0.1077	0.1636	0.0499	0.0541	0.0884	0.05	(0.02)
Standard Deviation	1.62	2.11	1.84	0.8336	1.72	1.66	1.78
Kurtosis	0.8381	0.1785	0.2132	(0.21)	(0)	0.5125	1.05
Potential Upside	2.34	2.92	2.51	1.21	2.5	1.77	1.82
Treynor Ratio	(0.18)	(0.17)	(0.26)	0.694	(0.21)	0.8987	1.14
Maximum Drawdown	7.59	10.4	8.1	3.4	7.35	7.54	7.89
Variance	2.62	4.47	3.38	0.6949	2.95	2.77	3.17
Market Risk Adjusted Performance	(0.17)	(0.16)	(0.25)	0.704	(0.20)	0.9087	1.15
Risk Adjusted Performance	(0.08)	(0.07)	(0.11)	(0.08)	(0.09)	(0.11)	(0.14)
Skewness	(0.77)	(0.51)	(0.62)	(0.1)	(0.58)	(0.83)	(0.91)
Information Ratio	(0.01)	(0.02)	(0.06)	0.067	(0.03)	(0.05)	(0.10)
Value At Risk	(2.56)	(3.69)	(3.76)	(1.61)	(3.77)	(3.92)	(3.76)

Long Term Competition Performance Charts

Five steps to successful analysis of Long Term Competition

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

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

In addition to having Long Term 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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Defense

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 15 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 Defense Theme or any other thematic opportunities.

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Other Information on Investing in Long Mutual Fund

Long Term financial ratios help investors to determine whether Long 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 Long with respect to the benefits of owning Long Term security.

	Technical Analysis Check basic technical indicators and analysis based on most latest market data
	Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon
	Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk
	Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes

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