Zacks All Competition
| CZOVX Fund | USD 27.23 0.17 0.63% |
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 Zacks All competition on your existing holdings.
Zacks |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Zacks All'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.
Zacks All Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Zacks All 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 Zacks 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 Zacks All Cap does not affect the price movement of the other competitor.
| 0.84 | 0.81 | 0.87 | 0.73 | 0.89 | PMDAX | ||
| 0.84 | 0.88 | 0.88 | 0.78 | 0.78 | RGAHX | ||
| 0.81 | 0.88 | 0.92 | 0.8 | 0.78 | TBLDX | ||
| 0.87 | 0.88 | 0.92 | 0.78 | 0.74 | DWAFX | ||
| 0.73 | 0.78 | 0.8 | 0.78 | 0.71 | RSTYX | ||
| 0.89 | 0.78 | 0.78 | 0.74 | 0.71 | EIPIX | ||
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Risk-Adjusted Indicators
There is a big difference between Zacks Mutual Fund performing well and Zacks All 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 Zacks All'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PMDAX | 0.82 | (0.03) | 0.00 | (0.04) | 0.00 | 1.50 | 7.95 | |||
| RGAHX | 0.86 | (0.01) | (0.01) | 0.00 | 2.32 | 1.35 | 13.90 | |||
| TBLDX | 0.30 | (0.01) | (0.05) | (0.01) | 0.44 | 0.70 | 2.41 | |||
| DWAFX | 0.44 | (0.04) | 0.00 | (0.12) | 0.00 | 0.95 | 3.08 | |||
| RSTYX | 0.29 | (0.03) | 0.00 | (0.29) | 0.00 | 0.60 | 2.14 | |||
| EIPIX | 0.79 | 0.03 | 0.01 | 0.09 | 1.56 | 1.68 | 9.39 |
Zacks All Competitive Analysis
The better you understand Zacks All competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Zacks All'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 Zacks All'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 |
Zacks All Competition Performance Charts
Five steps to successful analysis of Zacks All Competition
Zacks All'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 Zacks All Cap in relation to its competition. Zacks All's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Zacks All 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 Zacks All's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Zacks All Cap, 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.
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Other Information on Investing in Zacks Mutual Fund
Zacks All financial ratios help investors to determine whether Zacks 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 Zacks with respect to the benefits of owning Zacks All security.
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