Mai Managed Competition

DIVPX Fund

USD 16.08 0.07 0.43%

Mai Managed Volatility competes with Mai Managed, Vanguard Growth, Dunham Focused, Angel Oak, and Jpmorgan Hedged; as well as few others. The fund is listed under Options Trading category and is part of MAI family. Analyzing Mai Managed 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 Mai Managed to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mai Managed 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 Mai Managed competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
15.83	16.08	16.33

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Intrinsic

Valuation

Low	Real	High
15.64	15.89	16.14

Details

Mai Managed Competition Correlation Matrix

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

	MAIPX	VIGIX	DCFGX	AOUIX	JHQDX	TQEZX	HGOTX	IIXIX	CMGIX
MAIPX		0.96	0.95	0.79	0.87	0.89	0.93	0.91	0.88	MAIPX
VIGIX	0.96		0.98	0.79	0.86	0.92	0.95	0.9	0.85	VIGIX
DCFGX	0.95	0.98		0.82	0.89	0.91	0.94	0.92	0.9	DCFGX
AOUIX	0.79	0.79	0.82		0.7	0.86	0.81	0.92	0.83	AOUIX
JHQDX	0.87	0.86	0.89	0.7		0.86	0.81	0.86	0.78	JHQDX
TQEZX	0.89	0.92	0.91	0.86	0.86		0.92	0.95	0.81	TQEZX
HGOTX	0.93	0.95	0.94	0.81	0.81	0.92		0.9	0.89	HGOTX
IIXIX	0.91	0.9	0.92	0.92	0.86	0.95	0.9		0.9	IIXIX
CMGIX	0.88	0.85	0.9	0.83	0.78	0.81	0.89	0.9		CMGIX
	MAIPX	VIGIX	DCFGX	AOUIX	JHQDX	TQEZX	HGOTX	IIXIX	CMGIX

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Risk-Adjusted Indicators

There is a big difference between Mai Mutual Fund performing well and Mai Managed 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 Mai Managed'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
MAIPX	0.15	0.03	0.01	(1.60)	0.16	(0.18)	0.33	(0.26)	1.78
VIGIX	0.69	0.15	0.11	11.53	0.88	(0.68)	1.63	(1.47)	5.90
DCFGX	0.80	0.13	0.08	1.99	1.14	(0.75)	1.42	(1.51)	6.38
AOUIX	0.04	0.00	(0.21)	0.41	0.00	(0.17)	0.10	(0.10)	0.51
JHQDX	0.28	0.04	0.03	(3.41)	0.48	(0.28)	0.61	(0.66)	2.79
TQEZX	0.03	0.01	0.00	2.39	0.00	0.00	0.11	0.00	0.34
HGOTX	0.81	0.16	0.10	1.08	1.15	(0.77)	1.71	(1.75)	5.92
IIXIX	0.10	0.02	(0.01)	7.09	0.00	(0.14)	0.22	(0.22)	0.66
CMGIX	0.96	0.10	0.06	0.38	1.25	(1.02)	1.98	(1.98)	7.83

Unable to evaluate fundamental data of [MAIPX, VIGIX, DCFGX, AOUIX, JHQDX, TQEZX, HGOTX, IIXIX, CMGIX] at this time. Please try again later

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Mai Managed Competitive Analysis

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

	DIVPX	MAIPX	VIGIX	DCFGX	AOUIX	JHQDX	TQEZX	HGOTX	IIXIX	CMGIX
	0.43 16.08 Mai	0.72 15.24 Mai	1.48 215.72 Vanguard	14.66 34.87 Dunham	0.10 9.84 Angel	0.05 18.79 Jpmorgan	0.00 8.99 Amg	1.42 74.54 Hartford	0.22 9.23 Catalyst	1.51 44.22 Blackrock
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)	OK	Good	Good	OK	Insignificant	OK	Solid	Good	Good	Modest
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	Under Valued	Under Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Over 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)	Sell	Sell	Strong Buy	Strong Buy	Strong Sell	Hold	Cautious Hold	Strong Buy	Strong Sell	Strong Hold
Net Asset	248.4 M	248.4 M	86.86 B	130.78 M	585.1 M	4.53 B	5.79 M	7.4 B	60.76 M	12.22 B
Minimum Initial Investment	N/A	50 K	N/A	5 K	500 K	N/A	N/A	N/A	2.5 K	2 M
Price To Book	2.44	2.76	4.18	7.24	N/A	N/A	N/A	3.65	N/A	4.59
Five Year Return	6.12	6.38	19.06	14.79	2.59	N/A	8.34	17.74	3.36	9.14
One Year Return	8.54	8.8	36.19	29.2	7.13	N/A	7.85	46.04	7.98	18.44
Last Dividend Paid	0.01	N/A	N/A	N/A	0.01	0.01	0.04	N/A	0.02	N/A
Price To Earning	18.24	18.56	2.42	36.82	N/A	N/A	N/A	32.58	N/A	32.94
Price To Sales	1.6	1.6	2.95	6.3	N/A	N/A	N/A	2.16	N/A	3.13
Cash Position Weight	23.22	40.42	0.14	1.18	17.43	2.58	-0.94	1.82	8.13	0.36
Equity Positions Weight	45.09	55.14	99.86	98.82	N/A	97.43	100.94	97.48	N/A	99.64
Three Year Return	4.95	5.23	10.19	6.04	3.31	N/A	1.07	8.88	2.76	-0.55
Annual Yield	0.0114	0.0226	0.0048	N/A	0.0019	0.0078	0.0226	N/A	0.0032	N/A
Year To Date Return	8.1	8.38	36.04	28.88	6.75	N/A	4.19	45.69	7.61	15.58
Bond Positions Weight	N/A	4.43	N/A	N/A	81.77	N/A	N/A	N/A	68.26	N/A
Ten Year Return	N/A	N/A	15.57	N/A	N/A	N/A	N/A	16.37	N/A	16.37
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	0.0	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	16.08	15.24	215.72	34.87	9.84	18.79	8.99	74.54	9.23	44.22
Period Momentum Indicator	(0.07)	(0.11)	(3.25)	(5.99)	(0.01)	0.01	N/A	(1.07)	(0.02)	(0.68)
Rate Of Daily Change	1.0	0.99	0.99	0.85	1.0	1.0	1.0	0.99	1.0	0.98
Day Median Price	16.08	15.24	215.72	34.87	9.84	18.79	8.99	74.54	9.23	44.22
Price Action Indicator	(0.04)	(0.06)	(1.62)	(3.00)	(0.01)	0.005	N/A	(0.53)	(0.01)	(0.34)
Coefficient Of Variation	673.0	646.73	600.14	783.28	832.76	832.87	312.42	641.24	422.47	1072.04
Mean Deviation	0.1623	0.1548	0.6905	0.8006	0.0379	0.2809	0.0298	0.8145	0.0994	0.9599
Jensen Alpha	0.0258	0.0266	0.1542	0.1295	(0.0007)	0.0429	0.0052	0.1611	0.0198	0.1021
Total Risk Alpha	0.0188	0.0197	0.127	0.1002	(0)	0.0304	0.0039	0.1333	0.0163	0.0732
Sortino Ratio	0.0113	0.013	0.1072	0.0785	(0.21)	0.0349	N/A	0.0984	(0.01)	0.0632
Downside Variance	0.0811	0.0964	1.52	1.92	0.0121	0.3424	N/A	2.09	0.027	1.87
Standard Deviation	0.2383	0.2343	0.9874	1.1	0.0774	0.4384	0.0477	1.12	0.1261	1.27
Kurtosis	8.06	8.61	2.73	1.77	13.11	5.77	6.29	1.77	0.4648	1.89
Potential Upside	0.3731	0.3333	1.63	1.42	0.102	0.6061	0.112	1.71	0.2195	1.98
Treynor Ratio	(1.39)	(1.60)	11.53	1.99	0.4136	(3.41)	2.39	1.08	7.09	0.3769
Maximum Drawdown	1.75	1.78	5.9	6.38	0.5098	2.79	0.3368	5.92	0.6551	7.83
Variance	0.0568	0.0549	0.975	1.22	0.006	0.1922	0.0023	1.25	0.0159	1.61
Market Risk Adjusted Performance	(1.38)	(1.59)	11.54	2.0	0.4236	(3.40)	2.4	1.09	7.1	0.3869
Risk Adjusted Performance	0.095	0.0992	0.1348	0.1046	0.0028	0.0875	0.0979	0.1272	0.1355	0.0781
Skewness	(1.37)	(1.43)	(1.00)	(0.73)	2.9	(1.41)	2.07	(0.95)	(0.17)	(0.62)
Semi Deviation	0.16	0.1602	0.8805	1.14	0.0	0.4826	N/A	1.15	0.0	1.25
Information Ratio	0.0135	0.0173	0.134	0.0985	(0.30)	0.0466	(0.36)	0.1272	(0.02)	0.0679
Value At Risk	(0.31)	(0.26)	(1.47)	(1.51)	(0.10)	(0.66)	N/A	(1.75)	(0.22)	(1.98)
Expected Short fall	(0.19)	(0.18)	(0.68)	(0.75)	(0.17)	(0.28)	N/A	(0.77)	(0.14)	(1.02)
Downside Deviation	0.2848	0.3104	1.23	1.39	0.1099	0.5852	N/A	1.45	0.1642	1.37
Semi Variance	0.0256	0.0257	0.7753	1.3	(0.01)	0.2329	N/A	1.32	(0.02)	1.57

Mai Managed Competition Performance Charts

Five steps to successful analysis of Mai Managed Competition

Mai Managed'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 Mai Managed Volatility in relation to its competition. Mai Managed's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Mai Managed 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 Mai Managed's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mai Managed Volatility, 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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Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities. The Exotic Funds theme has 45 constituents at this time.

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