Lifex Inflation Competition

LIAUX Fund

23.17 0.00 0.00%

Lifex Inflation Prot competes with Stone Ridge, Fidelity Emerging, 1290 High, Putnam Short, and Equity Income; as well as few others. The fund is listed under Target Maturity category and is part of STONE RIDGE family. Analyzing Lifex Inflation 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 Lifex Inflation to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in employment.

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 Lifex Inflation competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Lifex Inflation'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.

Hype

Prediction

Low	Estimated	High
23.17	23.17	23.17

Details

Intrinsic

Valuation

Low	Real	High
23.12	23.12	25.49

Details

Lifex Inflation Competition Correlation Matrix

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

	SHRIX	FSEAX	TNHIX	PSDTX	JHEIX	VWNEX	USPRX	CRF	PDI	FTRNX
SHRIX		-0.02	0.74	0.59	0.46	0.64	0.65	0.65	-0.62	0.65	SHRIX
FSEAX	-0.02		0.26	0.54	0.36	0.33	0.42	0.35	0.6	0.42	FSEAX
TNHIX	0.74	0.26		0.63	0.57	0.76	0.84	0.73	-0.23	0.84	TNHIX
PSDTX	0.59	0.54	0.63		0.64	0.74	0.78	0.82	-0.14	0.8	PSDTX
JHEIX	0.46	0.36	0.57	0.64		0.94	0.79	0.8	-0.11	0.75	JHEIX
VWNEX	0.64	0.33	0.76	0.74	0.94		0.93	0.9	-0.26	0.9	VWNEX
USPRX	0.65	0.42	0.84	0.78	0.79	0.93		0.93	-0.24	0.99	USPRX
CRF	0.65	0.35	0.73	0.82	0.8	0.9	0.93		-0.32	0.94	CRF
PDI	-0.62	0.6	-0.23	-0.14	-0.11	-0.26	-0.24	-0.32		-0.24	PDI
FTRNX	0.65	0.42	0.84	0.8	0.75	0.9	0.99	0.94	-0.24		FTRNX
	SHRIX	FSEAX	TNHIX	PSDTX	JHEIX	VWNEX	USPRX	CRF	PDI	FTRNX

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High positive correlations

FTRNX	+ 0.99	USPRX
VWNEX	+ 0.94	JHEIX
FTRNX	+ 0.94	CRF
USPRX	+ 0.93	VWNEX
CRF	+ 0.93	USPRX
CRF	+ 0.9	VWNEX

High negative correlations

PDI	- 0.62	SHRIX
PDI	- 0.32	CRF
PDI	- 0.26	VWNEX
FTRNX	- 0.24	PDI
PDI	- 0.24	USPRX
PDI	- 0.23	TNHIX

Risk-Adjusted Indicators

There is a big difference between Lifex Mutual Fund performing well and Lifex Inflation 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 Lifex Inflation'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
SHRIX	0.28	0.04	(0.02)	0.50	0.79	(0.31)	0.54	(0.22)	3.57
FSEAX	0.90	0.18	0.10	0.92	0.85	(1.02)	2.28	(1.38)	7.10
TNHIX	0.09	0.01	(0.43)	0.29	0.00	(0.16)	0.24	(0.23)	0.59
PSDTX	0.03	0.00	0.00	0.09	0.00	0.00	0.10	(0.10)	0.50
JHEIX	0.46	(0.03)	(0.13)	0.04	0.40	(0.58)	0.95	(0.75)	3.07
VWNEX	0.53	(0.01)	(0.05)	0.07	0.36	(0.70)	1.07	(0.68)	3.84
USPRX	0.47	0.06	0.05	0.17	0.41	(0.53)	0.95	(0.93)	3.91
CRF	0.88	0.17	0.05	0.36	1.76	(0.97)	1.94	(1.32)	10.78
PDI	0.53	0.00	(0.06)	0.10	1.05	(0.49)	1.06	(1.36)	5.53
FTRNX	0.83	0.17	0.15	0.26	0.88	(0.93)	2.14	(1.55)	6.40

Unable to evaluate fundamental data of [SHRIX, FSEAX, TNHIX, PSDTX, JHEIX, VWNEX, USPRX, CRF, PDI, FTRNX] at this time. Please try again later

All Fundamental Data

Lifex Inflation Competitive Analysis

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

	LIAUX	SHRIX	FSEAX	TNHIX	PSDTX	JHEIX	VWNEX	USPRX	CRF	PDI
	0.00 23.17 Lifex	0.11 9.47 Stone	0.45 50.79 Fidelity	0.23 8.60 1290	0.1 10.12 Putnam	0.24 21.00 Equity	0.43 81.17 Vanguard	0.55 77.57 USPRX	0.11 8.89 Cornerstone	0.32 18.96 Pimco
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Very Weak	Modest	Good	Good	OK	Weak	Modest	Good	Good	Weak
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	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Under 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)	Not Rated	Cautious Hold	Buy	Strong Sell	Sell	Strong Hold	Strong Hold	Strong Buy	Buy	Cautious Hold
Net Asset	N/A	767.29 M	970.58 M	60.45 M	10.67 B	1.79 B	20.08 B	7.6 B	N/A	3.73 B
Minimum Initial Investment	N/A	N/A	N/A	1000 K	N/A	1 K	50 K	N/A	N/A	N/A
Price To Book	N/A	N/A	1.79	N/A	N/A	1.9	1.65	2.71	0.86	N/A
Five Year Return	N/A	8.07	9.31	4.37	2.73	9.45	12.85	16.2	15.41	5.1
One Year Return	N/A	15.96	33.09	11.1	5.93	20.71	21.87	36.21	31.56	19.23
Last Dividend Paid	N/A	0.05	N/A	0.04	N/A	0.06	N/A	0.17	2.08	2.65
Price To Earning	N/A	N/A	14.55	N/A	N/A	17.55	15.85	19.39	6.61	9.07
Beta	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1.14	0.42
Price To Sales	N/A	N/A	1.44	N/A	N/A	1.48	1.33	1.92	70.39	N/A
Cash Position Weight	N/A	3.91	1.67	4.55	28.27	2.1	1.19	0.44	N/A	N/A
Equity Positions Weight	N/A	4.45	98.16	N/A	N/A	97.23	98.8	99.56	N/A	N/A
Three Year Return	N/A	10.6	-0.81	3.56	4.08	7.63	10.34	11.34	11.72	4.28
Annual Yield	N/A	0.0042	6.0E-4	0.0019	2.0E-4	0.0134	0.019	0.0108	0.19	16.65
Year To Date Return	N/A	15.62	27.46	8.59	5.35	15.7	15.51	29.75	27.36	15.9
Bond Positions Weight	N/A	56.23	N/A	95.08	19.86	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	N/A	9.15	N/A	N/A	7.89	9.96	13.13	N/A	N/A
Day Typical Price	23.17	9.47	50.79	8.6	10.12	21.0	81.17	77.57	8.89	18.98
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.02	0.0115
Market Facilitation Index	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.18	0.22
Daily Balance Of Power	0.0	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(0.06)	(0.27)
Period Momentum Indicator	N/A	0.01	(0.23)	0.02	(0.01)	(0.05)	(0.35)	(0.43)	(0.01)	(0.06)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	0.99	1.0	1.0
Day Median Price	23.17	9.47	50.79	8.6	10.12	21.0	81.17	77.57	8.89	18.99
Price Action Indicator	N/A	0.005	(0.12)	0.01	(0.01)	(0.03)	(0.17)	(0.22)	(0.01)	(0.06)
Relative Strength Index	93.18	86.29	42.88	72.75	63.47	72.39	74.16	66.86	76.53	45.22
Coefficient Of Variation	754.72	1208.66	581.21	461.32	833.48	1504.03	935.63	494.48	657.16	2456.41
Mean Deviation	0.0661	0.2797	0.904	0.0946	0.029	0.4582	0.5334	0.469	0.8799	0.535
Jensen Alpha	0.0098	0.0407	0.1786	0.0116	0.0	(0.03)	(0.01)	0.0581	0.1708	0.0024
Total Risk Alpha	(0.01)	(0.04)	0.0478	0.0014	(0.01)	(0.04)	(0.02)	0.0417	0.0337	(0.08)
Sortino Ratio	N/A	(0.02)	0.1029	(0.43)	N/A	(0.13)	(0.05)	0.0512	0.0543	(0.06)
Downside Variance	N/A	3.87	1.1	0.0288	N/A	0.2339	0.2299	0.4383	6.49	1.41
Standard Deviation	0.1448	0.721	1.21	0.1234	0.0753	0.5857	0.6947	0.6625	1.57	0.8397
Kurtosis	8.35	12.99	1.28	0.2445	21.0	1.33	4.73	3.09	16.77	7.37
Potential Upside	0.3492	0.5417	2.28	0.2353	0.0988	0.9537	1.07	0.9517	1.94	1.06
Treynor Ratio	(1.39)	0.4975	0.9185	0.2916	0.0874	0.0414	0.074	0.1696	0.3578	0.0999
Maximum Drawdown	0.6593	3.57	7.1	0.5889	0.4967	3.07	3.84	3.91	10.78	5.53
Variance	0.021	0.5198	1.46	0.0152	0.0057	0.343	0.4826	0.439	2.45	0.7051
Market Risk Adjusted Performance	(1.38)	0.5075	0.9285	0.3016	0.0974	0.0514	0.084	0.1796	0.3678	0.1099
Risk Adjusted Performance	0.056	0.0599	0.1288	0.1084	7.0E-4	0.0458	0.0771	0.1457	0.1157	0.0309
Skewness	0.6663	(1.22)	0.4093	0.0205	4.21	0.8898	1.55	0.3376	(3.04)	(1.75)
Semi Deviation	N/A	0.7932	0.8491	0.0	N/A	0.4029	0.3609	0.4107	1.76	1.05
Information Ratio	(0.56)	(0.06)	0.0893	(0.59)	(1.21)	(0.10)	(0.04)	0.0511	0.0883	(0.08)
Value At Risk	(0.04)	(0.22)	(1.38)	(0.23)	(0.1)	(0.75)	(0.68)	(0.93)	(1.32)	(1.36)
Expected Short fall	N/A	(0.31)	(1.02)	(0.16)	N/A	(0.58)	(0.70)	(0.53)	(0.97)	(0.49)
Downside Deviation	N/A	1.97	1.05	0.1696	N/A	0.4836	0.4795	0.6621	2.55	1.19
Semi Variance	N/A	0.6292	0.7209	(0.02)	N/A	0.1623	0.1302	0.1686	3.11	1.11

Lifex Inflation Competition Performance Charts

Five steps to successful analysis of Lifex Inflation Competition

Lifex Inflation'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 Lifex Inflation Prot in relation to its competition. Lifex Inflation's competition analysis typically involves several steps, including:

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

In addition to having Lifex Inflation 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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West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 39 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 Recycling Theme or any other thematic opportunities.

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Other Information on Investing in Lifex Mutual Fund

Lifex Inflation financial ratios help investors to determine whether Lifex 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 Lifex with respect to the benefits of owning Lifex Inflation security.

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