BGF Global Competition

Funds . Germany . 
Fund . BGF Global Allocation
MI9D Fund  EUR 75.53  0.50  0.66%   
BGF Global Allocation competes with Groupama Entreprises, Renaissance Europe, Superior Plus, Intel, and Volkswagen; as well as few others. The fund is not categorized under any group at this time. Analyzing BGF Global 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 BGF Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out BGF Global 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 BGF Global competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
74.7675.5376.30
Details
Intrinsic
Valuation
LowRealHigh
74.5375.3076.07
Details
Naive
Forecast
LowNextHigh
74.2375.0075.77
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
75.7176.7577.79
Details

BGF Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between BGF Global 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 BGF 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 BGF Global Allocation does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
VOW
+ 0.85
0P00000PM8
8SP
+ 0.78
0P00000PM8
VOW
+ 0.76
8SP
3RKU
+ 0.75
0P00001S8S
RS6
+ 0.74
0P00001S8S
RRU
+ 0.73
0P00001S8S
  
High negative correlations   
RS6
- 0.89
VOW
9K1
- 0.89
0P00001S8S
3RKU
- 0.88
9K1
VOW
- 0.83
0P00001S8S
8SP
- 0.73
0P00001S8S
RS6
- 0.7
0P00000PM8

Risk-Adjusted Indicators

There is a big difference between BGF Fund performing well and BGF Global 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 BGF Global'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
0P00001S8S  0.01  0.00  0.00 (1.69) 0.00 
 0.00 
 0.04 
 0.00 
 0.04 
0P00000PM8  0.66 (0.02) 0.00 (1.39) 0.00 
 0.00 
 1.10 
(1.95)
 4.59 
8SP  2.13 (0.24) 0.00 (1.51) 0.00 
 0.00 
 3.36 
(4.50)
 20.22 
INL  2.44 (0.03) 0.00 (0.04) 0.00 
 0.00 
 7.04 
(5.34)
 16.28 
VOW  1.24 (0.14) 0.00  1.85  0.00 
 0.00 
 2.84 
(2.65)
 9.42 
RS6  1.44  0.07  0.03  0.26  1.54 
(1.61)
 2.94 
(2.93)
 15.24 
RRU  1.54  0.18  0.09  0.20  1.81 
(1.66)
 3.10 
(3.10)
 9.56 
XYTA  12.41  4.01  0.14 (20.56) 8.83 
(55.21)
 33.33 
(25.00)
 233.33 
9K1  1.84 (0.33) 0.00  0.62  0.00 
 0.00 
 3.03 
(4.66)
 14.80 
3RKU  1.58  0.41  0.23  1.12  1.29 
(2.16)
 3.31 
(2.40)
 9.54 
All Fundamental Data

BGF Global Competitive Analysis

The better you understand BGF Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, BGF Global'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 BGF Global'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
MI9D 0P00001S8S 0P00000PM8 8SP INL VOW RS6 RRU XYTA 9K1
 0.66 
 75.53 
BGF
 0.01 
 594.01 
Groupama
 0.21 
 268.51 
Renaissance
 0.99 
 4.08 
Superior
 3.60 
 18.22 
Intel
 1.56 
 88.10 
Volkswagen
 3.20 
 257.50 
Reliance
 1.95 
 7.03 
Rolls
 25.00 
 0 
CHINA
 4.09 
 1.64 
NORDIC
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Relatively risky
Not too volatile
Very steady
Very steady
Not too volatile
Out of control
Very risky
Market Performance
(90 Days Performance)
OK
Market Crasher
Very Weak
Very Weak
Very Weak
Very Weak
Weak
OK
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
About Average
Low
Low
Quite High
Low
Low
Low
About Average
Average
About Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Under Valued
Over Valued
Over 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
Hold
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Strong Buy
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
1.33
N/A
N/A
4.06
1.07
0.67
N/A
Net Asset
N/A
4.25 B
3.48 B
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Profit Margin
N/A
N/A
N/A
-0.0333
N/A
N/A
0.11
-0.0939
-2.08
N/A
EBITDA
N/A
N/A
N/A
202.9 M
21.3 B
49.43 B
2.73 B
(207 M)
47.39 M
N/A
Operating Margin
N/A
N/A
N/A
0.0049
N/A
N/A
0.15
0.0582
0.11
N/A
Current Valuation
N/A
N/A
N/A
2.78 B
126.75 B
201.15 B
12.83 B
14.94 B
N/A
N/A
Price To Book
N/A
N/A
N/A
1.76
1.18
0.53
1.78
N/A
N/A
N/A
Five Year Return
N/A
-0.27
4.78
5.75
N/A
N/A
1.9
N/A
N/A
N/A
One Year Return
N/A
-0.43
3.06
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
N/A
N/A
0.86
N/A
N/A
0.89
1.7
0.55
N/A
Cash Position Weight
N/A
95.38
1.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
N/A
N/A
98.4
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Employees
N/A
1
1
28
5
N/A
10
10
153
N/A
Shares Outstanding
N/A
N/A
N/A
200.7 M
N/A
N/A
58.79 M
8.37 B
4.77 B
N/A
Three Year Return
N/A
-0.38
5.45
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
248.7 M
15.43 B
38.63 B
2.12 B
1.85 B
3.06 M
N/A
Annual Yield
N/A
N/A
N/A
0.0662
0.018
0.0401
0.0163
0.0398
N/A
N/A
Total Debt
N/A
N/A
N/A
1.91 B
37.68 B
123.89 B
1.14 B
4.11 B
3.63 B
N/A
Return On Equity
N/A
N/A
N/A
-0.0634
N/A
N/A
0.28
N/A
N/A
N/A
Bond Positions Weight
N/A
3.42
0.2
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
2.4
N/A
8.2
1.8
N/A
N/A
Return On Asset
N/A
N/A
N/A
0.0026
N/A
N/A
0.16
0.0169
0.0117
N/A
Book Value Per Share
N/A
N/A
N/A
5.52
N/A
N/A
120.56
-0.72
-2.42
N/A
Minimum Initial Investment
N/A
500
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
4.25 B
3.48 B
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Debt To Equity
N/A
N/A
N/A
163.2
N/A
N/A
49.0
580.9
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
0.72
0.33
4.8
3.5
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
181.17
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
36.16
N/A
N/A
83.58
64.39
N/A
N/A
Market Capitalization
N/A
N/A
N/A
1.54 B
182.18 B
117.75 B
13.85 B
13.99 B
39.16 M
N/A
Price To Earning
N/A
N/A
N/A
30.24
N/A
N/A
8.86
5.69
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
N/A
12.86
4.22
N/A
0.23
N/A
N/A
Price To Sales
N/A
N/A
N/A
0.46
1.7
0.35
0.65
0.75
N/A
N/A
Net Income
N/A
N/A
N/A
(112.5 M)
8.01 B
15.38 B
1.84 B
(1.27 B)
(333.9 M)
N/A
Earnings Per Share
N/A
N/A
N/A
-0.4
N/A
N/A
28.2
-0.33
-0.006
N/A
Shares Owned By Insiders
N/A
N/A
N/A
0.35
N/A
N/A
0.86
0.1
51.82
N/A
Revenue
N/A
N/A
N/A
3.38 B
63.05 B
250.2 B
17.02 B
13.52 B
232.34 M
N/A
Ten Year Return
N/A
0.06
9.89
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
33.45 M
N/A
N/A
133.6 M
5.81 B
6.01 M
N/A
Cash Per Share
N/A
N/A
N/A
0.19
N/A
N/A
1.99
3.14
N/A
N/A
Gross Profit
N/A
N/A
N/A
1.15 B
N/A
N/A
5.26 B
2.76 B
53.08 M
N/A
Day Typical Price
75.53
594.01
268.51
4.03
18.26
88.1
257.5
6.99
0.0015
1.65
Accumulation Distribution
N/A
N/A
N/A
0.0343
2.83
N/A
N/A
0.0324
N/A
0.0298
Market Facilitation Index
N/A
N/A
N/A
0.14
3.0E-4
N/A
N/A
0.23
N/A
0.05
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
0.2857
(5.23)
(9,223,372,036,855)
(9,223,372,036,855)
(0.61)
(9,223,372,036,855)
(1.40)
Period Momentum Indicator
(0.50)
0.03
0.56
0.04
(0.68)
(1.40)
(8.50)
(0.14)
(0.0005)
(0.07)
Rate Of Daily Change
0.99
1.0
1.0
1.01
0.96
0.98
0.97
0.98
0.75
0.96
Day Median Price
75.53
594.01
268.51
4.01
18.29
88.1
257.5
6.98
0.0015
1.65
Price Action Indicator
(0.25)
0.015
0.28
0.09
(0.41)
(0.70)
(4.25)
(0.01)
(0.0003)
(0.05)
Relative Strength Index
57.6
100.0
49.53
43.0
39.94
52.12
42.85
58.93
62.66
37.64
Coefficient Of Variation
800.84
99.36
(8,768)
(1,512)
(38,066)
(1,266)
2624.46
940.3
709.2
(765.51)
Mean Deviation
0.5265
0.0092
0.6584
2.13
2.44
1.24
1.44
1.54
12.41
1.84
Jensen Alpha
0.0804
0.0022
(0.02)
(0.24)
(0.03)
(0.14)
0.0664
0.1776
4.01
(0.33)
Total Risk Alpha
0.0622
0.0019
(0.05)
(0.33)
(0.11)
(0.19)
0.0119
0.1445
3.21
(0.41)
Sortino Ratio
0.1026
N/A
N/A
N/A
N/A
N/A
0.0308
0.0862
0.1427
N/A
Downside Variance
0.3522
N/A
N/A
N/A
N/A
N/A
2.68
4.25
778.7
N/A
Standard Deviation
0.7452
0.0121
0.8974
3.37
3.28
1.64
2.17
1.97
28.48
2.51
Kurtosis
7.14
0.1214
0.9806
10.44
0.471
1.42
11.55
0.2013
35.16
1.25
Potential Upside
1.04
0.0356
1.1
3.36
7.04
2.84
2.94
3.1
33.33
3.03
Treynor Ratio
0.6933
(1.69)
(1.39)
(1.51)
(0.04)
1.85
0.2625
0.2002
(20.56)
0.6172
Maximum Drawdown
4.86
0.0424
4.59
20.22
16.28
9.42
15.24
9.56
233.33
14.8
Variance
0.5553
1.0E-4
0.8054
11.36
10.74
2.68
4.69
3.89
810.85
6.31
Market Risk Adjusted Performance
0.7033
(1.68)
(1.38)
(1.50)
(0.03)
1.86
0.2725
0.2102
(20.55)
0.6272
Risk Adjusted Performance
0.0983
0.1533
(0.01)
(0.04)
0.0055
(0.06)
0.0365
0.0902
0.1214
(0.1)
Skewness
1.66
1.15
(0.28)
(0.62)
0.4453
0.4692
2.37
(0.41)
5.22
(0.33)
Semi Deviation
0.4624
N/A
N/A
N/A
N/A
N/A
1.54
1.81
8.83
N/A
Information Ratio
0.0817
(1.65)
(0.05)
(0.08)
(0.01)
(0.1)
0.0232
0.09
0.1399
(0.14)
Value At Risk
(1.03)
N/A
(1.95)
(4.50)
(5.34)
(2.65)
(2.93)
(3.10)
(25.00)
(4.66)
Expected Short fall
(0.60)
N/A
N/A
N/A
N/A
N/A
(1.61)
(1.66)
(55.21)
N/A
Downside Deviation
0.5935
N/A
N/A
N/A
N/A
N/A
1.64
2.06
27.91
N/A
Semi Variance
0.2139
N/A
N/A
N/A
N/A
N/A
2.37
3.28
77.88
N/A

BGF Global Competition Performance Charts

Five steps to successful analysis of BGF Global Competition

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

In addition to having BGF Global 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.

Did You Try This Idea?

Run Hotels Thematic Idea Now

Hotels
Hotels Theme
Hotels, inns, motels, and other companies providing lodging and hospitality services. The Hotels theme has 44 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 Hotels Theme or any other thematic opportunities.
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Other Information on Investing in BGF Fund

BGF Global financial ratios help investors to determine whether BGF 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 BGF with respect to the benefits of owning BGF Global security.
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