Medium Duration Competition

Mutual Funds . USA . 
Fund . Medium Duration Bond Investor
GMDZX Fund  USD 12.67  0.05  0.39%   
Medium Duration Bond competes with Growth Allocation, Defensive Market, Defensive Market, Value Equity, and Value Equity; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of GuideStone Funds family. Analyzing Medium Duration 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 Medium Duration to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Medium Duration 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 Medium Duration competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
12.3712.6712.97
Details
Intrinsic
Valuation
LowRealHigh
12.2912.5912.89
Details
Naive
Forecast
LowNextHigh
12.3012.6012.91
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.6112.7612.90
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Medium Duration. Your research has to be compared to or analyzed against Medium Duration's peers to derive any actionable benefits. When done correctly, Medium Duration'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 Medium Duration Bond.

Medium Duration Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Medium Duration 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 Medium 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 Medium Duration Bond 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 Medium Mutual Fund performing well and Medium Duration 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 Medium Duration'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

Medium Duration Competitive Analysis

The better you understand Medium Duration competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Medium Duration'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 Medium Duration'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
GMDZX GCOZX GDMYX GDMZX GVEYX GVEZX GVIYX GVIZX GEIYX GEIZX
 0.39 
 12.67 
Medium
 0.52 
 13.35 
Growth
 0.25 
 12.16 
Defensive
 0.25 
 12.12 
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
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
Very Weak
OK
OK
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)
Sell
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Buy
Buy
Net Asset
2.11 B
1.02 B
1.09 B
1.36 B
1.22 B
962.59 M
175.1 M
175.1 M
209.94 M
209.94 M
Minimum Initial Investment
1 K
N/A
N/A
1 K
N/A
1 K
1000 K
1 K
1000 K
N/A
Price To Book
N/A
1.88
2.6
2.6
1.58
1.67
N/A
N/A
N/A
N/A
Five Year Return
-0.18
7.4
7.08
6.95
10.86
10.48
N/A
N/A
N/A
N/A
One Year Return
5.54
20.99
15.39
16.85
26.95
24.67
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
0.05
0.03
0.24
0.21
N/A
N/A
N/A
N/A
Price To Earning
N/A
18.07
18.83
18.83
14.36
15.38
N/A
N/A
N/A
N/A
Price To Sales
N/A
1.32
1.73
1.73
1.14
1.2
N/A
N/A
N/A
N/A
Cash Position Weight
16.52
17.95
24.98
11.64
5.33
8.14
N/A
N/A
N/A
N/A
Equity Positions Weight
N/A
56.64
18.04
47.21
94.67
91.86
N/A
N/A
N/A
N/A
Three Year Return
-2.44
4.33
4.57
4.35
9.47
8.55
N/A
N/A
N/A
N/A
Annual Yield
0.0033
0.0293
0.0225
0.0201
0.0142
0.012
0.0171
0.0131
0.0052
0.003
Year To Date Return
2.99
16.02
13.9
13.8
21.14
19.99
N/A
N/A
N/A
N/A
Bond Positions Weight
79.34
1.56
0.05
15.65
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
4.15
7.34
N/A
N/A
9.58
9.31
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
12.67
13.35
12.16
12.12
19.45
19.4
12.19
12.19
16.88
16.87
Period Momentum Indicator
(0.05)
(0.07)
(0.03)
(0.03)
(0.06)
(0.06)
(0.06)
(0.06)
(0.11)
(0.10)
Rate Of Daily Change
1.0
0.99
1.0
1.0
1.0
1.0
1.0
1.0
0.99
0.99
Day Median Price
12.67
13.35
12.16
12.12
19.45
19.4
12.19
12.19
16.88
16.87
Price Action Indicator
(0.03)
(0.04)
(0.01)
(0.01)
(0.03)
(0.03)
(0.03)
(0.03)
(0.06)
(0.05)
Coefficient Of Variation
(673.73)
1061.91
(3,145)
(2,895)
(3,444)
(3,309)
5372.54
5805.41
716.94
723.83
Mean Deviation
0.216
0.3751
0.3632
0.3594
0.5672
0.5684
0.491
0.4907
0.6569
0.658
Jensen Alpha
(0.06)
(0.01)
(0.09)
(0.09)
(0.13)
(0.13)
(0.07)
(0.07)
0.0686
0.067
Total Risk Alpha
(0.09)
(0.02)
(0.14)
(0.15)
(0.21)
(0.21)
(0.10)
(0.10)
0.0053
0.004
Sortino Ratio
N/A
(0.12)
N/A
N/A
N/A
N/A
(0.08)
(0.09)
0.0306
0.0306
Downside Variance
N/A
0.2225
N/A
N/A
N/A
N/A
1.06
0.9919
1.72
1.64
Standard Deviation
0.3063
0.4766
0.853
0.8578
1.29
1.29
0.8756
0.8709
1.01
1.01
Kurtosis
1.68
0.0679
44.52
43.98
38.32
38.36
14.7
14.1
2.76
2.78
Potential Upside
0.3897
0.907
0.56
0.6431
1.06
1.12
1.1
1.14
1.73
1.69
Treynor Ratio
(2.05)
0.0714
(0.07)
(0.08)
(0.05)
(0.05)
0.0077
0.0061
0.1904
0.1871
Maximum Drawdown
1.73
2.44
7.51
7.53
11.82
11.85
7.61
7.53
5.94
5.95
Variance
0.0938
0.2271
0.7276
0.7359
1.66
1.67
0.7667
0.7584
1.01
1.02
Market Risk Adjusted Performance
(2.04)
0.0814
(0.06)
(0.07)
(0.04)
(0.04)
0.0177
0.0161
0.2004
0.1971
Risk Adjusted Performance
(0.12)
0.0631
(0.02)
(0.02)
(0.02)
(0.02)
0.0152
0.0142
0.1039
0.103
Skewness
0.1773
0.0598
(6.07)
(6.00)
(5.25)
(5.26)
(1.83)
(1.72)
(0.65)
(0.66)
Semi Deviation
N/A
0.3701
N/A
N/A
N/A
N/A
0.8046
0.8137
0.8199
0.8242
Information Ratio
(0.48)
(0.12)
(0.15)
(0.15)
(0.11)
(0.11)
(0.1)
(0.1)
0.0399
0.0389
Value At Risk
(0.63)
(0.75)
(0.64)
(0.64)
(0.81)
(0.82)
(0.70)
(0.70)
(1.53)
(1.54)
Expected Short fall
N/A
(0.44)
N/A
N/A
N/A
N/A
(0.75)
(0.69)
(0.73)
(0.73)
Downside Deviation
N/A
0.4717
N/A
N/A
N/A
N/A
1.03
0.996
1.31
1.28
Semi Variance
N/A
0.137
N/A
N/A
N/A
N/A
0.6474
0.6621
0.6722
0.6793

Medium Duration Competition Performance Charts

Five steps to successful analysis of Medium Duration Competition

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

In addition to having Medium Duration 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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Dividend Beast Theme
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Other Information on Investing in Medium Mutual Fund

Medium Duration financial ratios help investors to determine whether Medium 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 Medium with respect to the benefits of owning Medium Duration security.
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