Defensive Market Competition

Mutual Funds . USA . 
Fund . Defensive Market Strategies
GDMZX Fund  USD 12.12  0.03  0.25%   
Defensive Market Str competes with Growth Allocation, Defensive Market, Value Equity, and Value Equity; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of GuideStone Funds family. Analyzing Defensive Market 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 Defensive Market to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Defensive Market 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 Defensive Market competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
11.2612.1212.98
Details
Intrinsic
Valuation
LowRealHigh
11.3712.2313.09
Details
Naive
Forecast
LowNextHigh
10.7611.6312.49
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.6512.4613.26
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Defensive Market. Your research has to be compared to or analyzed against Defensive Market's peers to derive any actionable benefits. When done correctly, Defensive Market's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Defensive Market Str.

Defensive Market Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Defensive Market 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 Defensive 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 Defensive Market Str does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
GDMZX
+ 1.0
GDMYX
GVEZX
+ 1.0
GVEYX
GVIZX
+ 1.0
GVIYX
GEIZX
+ 1.0
GEIYX
GVEYX
+ 0.98
GDMYX
GVEZX
+ 0.98
GDMYX
  
High negative correlations   
GEMYX
- 0.38
GEIZX
GEMYX
- 0.38
GEIYX
GEMYX
- 0.26
GVIZX
GEMYX
- 0.26
GVIYX
GEMYX
- 0.15
GDMZX
GEMYX
- 0.15
GDMYX

Risk-Adjusted Indicators

There is a big difference between Defensive Mutual Fund performing well and Defensive Market 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 Defensive Market'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
GCOZX  0.38 (0.01)(0.12) 0.07  0.37 
(0.44)
 0.91 
(0.75)
 2.44 
GDMYX  0.36 (0.09) 0.00 (0.07) 0.00 
 0.00 
 0.56 
(0.64)
 7.51 
GDMZX  0.36 (0.09) 0.00 (0.08) 0.00 
 0.00 
 0.64 
(0.64)
 7.53 
GVEYX  0.57 (0.13) 0.00 (0.05) 0.00 
 0.00 
 1.06 
(0.81)
 11.82 
GVEZX  0.57 (0.13) 0.00 (0.05) 0.00 
 0.00 
 1.12 
(0.82)
 11.85 
GVIYX  0.49 (0.07)(0.08) 0.01  0.80 
(0.75)
 1.10 
(0.70)
 7.61 
GVIZX  0.49 (0.07)(0.09) 0.01  0.81 
(0.69)
 1.14 
(0.70)
 7.53 
GEIYX  0.66  0.07  0.03  0.19  0.82 
(0.73)
 1.73 
(1.53)
 5.94 
GEIZX  0.66  0.07  0.03  0.19  0.82 
(0.73)
 1.69 
(1.54)
 5.95 
GEMYX  0.70  0.02 (0.06) 0.17  0.79 
(0.91)
 1.43 
(1.74)
 5.33 
All Fundamental Data

Defensive Market Competitive Analysis

The better you understand Defensive Market competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Defensive Market'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 Defensive Market'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
GDMZX GCOZX GDMYX GVEYX GVEZX GVIYX GVIZX GEIYX GEIZX GEMYX
 0.25 
 12.12 
Defensive
 0.52 
 13.35 
Growth
 0.25 
 12.16 
Defensive
 0.31 
 19.45 
Value
 0.31 
 19.40 
Value
 0.49 
 12.19 
Guidestone
 0.49 
 12.19 
Guidestone
 0.65 
 16.88 
Guidestone
 0.59 
 16.87 
Guidestone
 0.50 
 9.97 
Emerging
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
Modest
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
OK
OK
Insignificant
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
Fairly Valued
Fairly 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
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Buy
Buy
Cautious Hold
Net Asset
1.36 B
1.02 B
1.09 B
1.22 B
962.59 M
175.1 M
175.1 M
209.94 M
209.94 M
466.78 M
Minimum Initial Investment
1 K
N/A
N/A
N/A
1 K
1000 K
1 K
1000 K
N/A
N/A
Price To Book
2.6
1.88
2.6
1.58
1.67
N/A
N/A
N/A
N/A
1.5
Five Year Return
6.95
7.4
7.08
10.86
10.48
N/A
N/A
N/A
N/A
4.37
One Year Return
16.85
20.99
15.39
26.95
24.67
N/A
N/A
N/A
N/A
17.63
Last Dividend Paid
0.03
N/A
0.05
0.24
0.21
N/A
N/A
N/A
N/A
0.12
Price To Earning
18.83
18.07
18.83
14.36
15.38
N/A
N/A
N/A
N/A
12.91
Price To Sales
1.73
1.32
1.73
1.14
1.2
N/A
N/A
N/A
N/A
1.19
Cash Position Weight
11.64
17.95
24.98
5.33
8.14
N/A
N/A
N/A
N/A
6.47
Equity Positions Weight
47.21
56.64
18.04
94.67
91.86
N/A
N/A
N/A
N/A
93.32
Three Year Return
4.35
4.33
4.57
9.47
8.55
N/A
N/A
N/A
N/A
-0.21
Annual Yield
0.0201
0.0293
0.0225
0.0142
0.012
0.0171
0.0131
0.0052
0.003
0.0199
Year To Date Return
13.8
16.02
13.9
21.14
19.99
N/A
N/A
N/A
N/A
11.32
Bond Positions Weight
15.65
1.56
0.05
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
7.34
N/A
9.58
9.31
N/A
N/A
N/A
N/A
N/A
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)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Day Typical Price
12.12
13.35
12.16
19.45
19.4
12.19
12.19
16.88
16.87
9.97
Period Momentum Indicator
(0.03)
(0.07)
(0.03)
(0.06)
(0.06)
(0.06)
(0.06)
(0.11)
(0.10)
(0.05)
Rate Of Daily Change
1.0
0.99
1.0
1.0
1.0
1.0
1.0
0.99
0.99
1.0
Day Median Price
12.12
13.35
12.16
19.45
19.4
12.19
12.19
16.88
16.87
9.97
Price Action Indicator
(0.01)
(0.04)
(0.01)
(0.03)
(0.03)
(0.03)
(0.03)
(0.06)
(0.05)
(0.03)
Coefficient Of Variation
(2,895)
1061.91
(3,145)
(3,444)
(3,309)
5372.54
5805.41
716.94
723.83
2199.62
Mean Deviation
0.3594
0.3751
0.3632
0.5672
0.5684
0.491
0.4907
0.6569
0.658
0.705
Jensen Alpha
(0.09)
(0.01)
(0.09)
(0.13)
(0.13)
(0.07)
(0.07)
0.0686
0.067
0.0162
Total Risk Alpha
(0.15)
(0.02)
(0.14)
(0.21)
(0.21)
(0.10)
(0.10)
0.0053
0.004
(0.09)
Sortino Ratio
N/A
(0.12)
N/A
N/A
N/A
(0.08)
(0.09)
0.0306
0.0306
(0.06)
Downside Variance
N/A
0.2225
N/A
N/A
N/A
1.06
0.9919
1.72
1.64
0.902
Standard Deviation
0.8578
0.4766
0.853
1.29
1.29
0.8756
0.8709
1.01
1.01
0.9857
Kurtosis
43.98
0.0679
44.52
38.32
38.36
14.7
14.1
2.76
2.78
1.48
Potential Upside
0.6431
0.907
0.56
1.06
1.12
1.1
1.14
1.73
1.69
1.43
Treynor Ratio
(0.08)
0.0714
(0.07)
(0.05)
(0.05)
0.0077
0.0061
0.1904
0.1871
0.1685
Maximum Drawdown
7.53
2.44
7.51
11.82
11.85
7.61
7.53
5.94
5.95
5.33
Variance
0.7359
0.2271
0.7276
1.66
1.67
0.7667
0.7584
1.01
1.02
0.9716
Market Risk Adjusted Performance
(0.07)
0.0814
(0.06)
(0.04)
(0.04)
0.0177
0.0161
0.2004
0.1971
0.1785
Risk Adjusted Performance
(0.02)
0.0631
(0.02)
(0.02)
(0.02)
0.0152
0.0142
0.1039
0.103
0.0356
Skewness
(6.00)
0.0598
(6.07)
(5.25)
(5.26)
(1.83)
(1.72)
(0.65)
(0.66)
0.534
Semi Deviation
N/A
0.3701
N/A
N/A
N/A
0.8046
0.8137
0.8199
0.8242
0.7865
Information Ratio
(0.15)
(0.12)
(0.15)
(0.11)
(0.11)
(0.1)
(0.1)
0.0399
0.0389
(0.06)
Value At Risk
(0.64)
(0.75)
(0.64)
(0.81)
(0.82)
(0.70)
(0.70)
(1.53)
(1.54)
(1.74)
Expected Short fall
N/A
(0.44)
N/A
N/A
N/A
(0.75)
(0.69)
(0.73)
(0.73)
(0.91)
Downside Deviation
N/A
0.4717
N/A
N/A
N/A
1.03
0.996
1.31
1.28
0.9497
Semi Variance
N/A
0.137
N/A
N/A
N/A
0.6474
0.6621
0.6722
0.6793
0.6186

Defensive Market Competition Performance Charts

Five steps to successful analysis of Defensive Market Competition

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

In addition to having Defensive Market 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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Cryptocurrency ETFs Theme
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Other Information on Investing in Defensive Mutual Fund

Defensive Market financial ratios help investors to determine whether Defensive 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 Defensive with respect to the benefits of owning Defensive Market security.
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