Great West Competition

Mutual Funds . USA . 
Fund . Great West Short Duration
MXSDX Fund  USD 10.73  0.01  0.09%   
Great West Short competes with SCOR PK, Morningstar Unconstrained, Via Renewables, Bondbloxx ETF, and Spring Valley; as well as few others. The fund is listed under Short-Term Bond category and is part of Great-West Funds family. Analyzing Great West 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 Great West to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Great West 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 Great West competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Great West'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
LowEstimatedHigh
10.6310.7310.83
Details
Intrinsic
Valuation
LowRealHigh
10.5210.6211.80
Details
Naive
Forecast
LowNextHigh
10.6610.7610.86
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.6610.7110.75
Details

Great West Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Great West 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 Great 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 Great West Short does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
SEGI
+ 0.91
70082LAB3
XTWY
+ 0.9
XTWO
VIASP
+ 0.77
SCRYY
70082LAB3
+ 0.71
VIASP
KMX
+ 0.7
SCRYY
KMX
+ 0.7
VIASP
  
High negative correlations   
SEGI
- 0.77
XTWY
SEGI
- 0.74
XTWO
XTWY
- 0.73
70082LAB3
70082LAB3
- 0.65
XTWO
SVII
- 0.55
XTWO
XTWY
- 0.45
SVII

Risk-Adjusted Indicators

There is a big difference between Great Mutual Fund performing well and Great West 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 Great West'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
SCRYY  1.87  0.36  0.09 (0.62) 1.75 
(2.79)
 5.61 
(3.52)
 12.99 
MSTSX  0.45  0.00 (0.10) 0.11  0.39 
(0.58)
 1.21 
(0.84)
 2.80 
VIASP  0.76  0.12  0.00 (1.56) 1.12 
(0.82)
 2.28 
(1.20)
 7.18 
XTWO  0.08 (0.01) 0.00  1.36  0.00 
 0.00 
 0.12 
(0.12)
 0.53 
SVII  0.18 (0.05)(0.17)(0.03) 0.39 
(0.29)
 0.44 
(0.53)
 4.77 
70082LAB3  0.70  0.07 (0.03) 1.15  0.99 
(0.84)
 1.75 
(1.19)
 6.86 
XTWY  0.76 (0.13) 0.00  1.56  0.00 
 0.00 
 1.33 
(1.70)
 5.49 
SEGI  10.37  2.55  0.14 (1.13) 10.19 
(16.01)
 28.57 
(18.18)
 62.86 
FPCG  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
KMX  1.39  0.04  0.04  0.15  1.52 
(1.53)
 4.14 
(2.75)
 8.69 
All Fundamental Data

Great West Competitive Analysis

The better you understand Great West competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Great West'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 Great West'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
MXSDX SCRYY MSTSX VIASP XTWO SVII 70082LAB3 XTWY SEGI FPCG
 0.09 
 10.73 
Great
 1.16 
 2.56 
SCOR
 0.25 
 11.90 
Morningstar
 1.13 
 22.35 
Via
 0.04 
 49.22 
Bondbloxx
 0.09 
 11.22 
Spring
 0.00 
 89.17 
70082LAB3
 1.23 
 41.04 
Bondbloxx
 15.00 
 0 
Sycamore
 0.00 
 1,025 
First
Market Volatility
(90 Days Market Risk)
Very steady
Risky
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Very Weak
OK
OK
OK
Very Weak
Very Weak
OK
Very Weak
Good
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Low
Average
Low
Below Average
Below Average
Low
Quite High
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over 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)
Strong Hold
Cautious Hold
Strong Buy
Strong Hold
Strong Hold
Strong Buy
Buy
Strong Hold
Cautious Hold
Strong Buy
Current Ratio
N/A
9.99
N/A
3.49
N/A
N/A
N/A
N/A
0.01
5.06
Net Asset
239.8 M
51.52 B
116.1 M
355.28 M
35.17 M
250.58 M
N/A
19.36 M
N/A
37.35 M
EBITDA
N/A
1.23 B
N/A
33.09 M
N/A
10.97 M
N/A
N/A
(518.61 K)
9.7 M
Operating Margin
N/A
-0.0092
N/A
-0.14
N/A
N/A
N/A
N/A
N/A
0.42
Five Year Return
2.04
4.83
8.83
8.97
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
5.47
N/A
21.02
N/A
4.9
N/A
N/A
0.9
N/A
N/A
Beta
N/A
1.25
N/A
1.16
N/A
-0.013
N/A
N/A
47.75
-8.37
Number Of Employees
1
3.59 K
1
169
N/A
N/A
N/A
N/A
5
3
Three Year Return
1.85
N/A
7.83
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
2.41 B
N/A
12.7 M
N/A
(491.06 K)
N/A
N/A
(36.81 K)
3.25 M
Total Debt
N/A
3.05 B
N/A
135 M
N/A
8.22 M
N/A
N/A
1.11 M
5.69 M
Bond Positions Weight
95.58
N/A
22.72
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-0.002
N/A
-0.11
N/A
-0.0028
N/A
N/A
-0.29
0.16
Current Liabilities
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
6.11 M
3.83 M
Debt To Equity
N/A
0.43
N/A
0.69
N/A
N/A
N/A
N/A
N/A
0.34
Short Ratio
N/A
N/A
N/A
0.7
N/A
0.05
N/A
N/A
0.99
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
69.23
N/A
N/A
N/A
N/A
Market Capitalization
N/A
4.35 B
50.36 M
N/A
N/A
110.76 M
N/A
N/A
182.09 K
10.07 M
Price To Earning
26.47
12.21
N/A
26.83
N/A
N/A
N/A
N/A
-0.7
0.09
Price To Sales
N/A
0.2
N/A
N/A
N/A
N/A
N/A
N/A
21.89
0.44
Net Income
N/A
456 M
N/A
5.2 M
N/A
10.97 M
N/A
N/A
(231.72 M)
5.77 M
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
34.37
N/A
N/A
N/A
N/A
Year To Date Return
4.28
N/A
15.24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
16.03 B
N/A
393.49 M
N/A
N/A
N/A
N/A
80.23 K
19.39 M
Working Capital
N/A
N/A
N/A
N/A
N/A
1.15 M
N/A
N/A
(5.94 M)
15.53 M
Profit Margin
N/A
-0.0209
N/A
0.0094
N/A
N/A
N/A
N/A
N/A
0.39
Current Valuation
N/A
4.75 B
N/A
535.95 M
N/A
111.38 M
N/A
N/A
182.08 K
4.19 M
Price To Book
N/A
0.67
N/A
N/A
N/A
0.68
N/A
N/A
18.03
0.0516
Retained Earnings
N/A
(645.5 M)
N/A
N/A
N/A
(6.9 M)
N/A
N/A
(7.29 M)
(76.95 M)
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
172 K
19.36 M
Cash Position Weight
0.54
N/A
14.28
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
N/A
N/A
61.63
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Outstanding
N/A
1.78 B
N/A
N/A
N/A
9.88 M
N/A
N/A
91.04 M
9.83 K
Annual Yield
0.0035
0.0789
0.0204
0.0972
N/A
N/A
N/A
N/A
N/A
10.7
Return On Equity
N/A
-0.0574
N/A
0.017
N/A
N/A
N/A
N/A
N/A
0.69
Z Score
N/A
0.6
N/A
1.0
N/A
N/A
N/A
N/A
-10.4
-2.2
Book Value Per Share
N/A
3.04
N/A
3.66
N/A
-0.22
N/A
N/A
-0.12
415.98
Number Of Shares Shorted
N/A
N/A
N/A
4.29 K
N/A
27
N/A
N/A
26.01 K
N/A
Total Asset
375.47 M
51.52 B
215.11 M
355.28 M
35.17 M
250.58 M
N/A
19.36 M
1.48 M
37.35 M
Last Dividend Paid
0.03
N/A
N/A
0.73
N/A
N/A
N/A
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
Price To Earnings To Growth
N/A
0.28
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
0.25
N/A
1.17
N/A
0.36
N/A
N/A
-0.12
10991.96
Ten Year Return
2.51
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
3.52 B
N/A
51.31 M
N/A
N/A
N/A
N/A
605
1.89 M
Cash Per Share
N/A
1.97
N/A
3.23
N/A
N/A
N/A
N/A
N/A
158.09
Gross Profit
N/A
(853 M)
N/A
74.67 M
N/A
N/A
N/A
N/A
(9.61 K)
19.39 M
Day Typical Price
10.73
2.58
11.9
22.23
49.23
11.22
89.17
41.11
0.0017
1025.0
Accumulation Distribution
N/A
0.0266
N/A
113.46
75.51
94.15
N/A
16.43
201165.0
N/A
Market Facilitation Index
N/A
0.07
N/A
0.0
0.0
0.0
N/A
1.0E-4
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(0.43)
9.2 T
0.7143
0.4
0.3333
0.0
(1.65)
(0.50)
0.0
Period Momentum Indicator
(0.01)
(0.03)
0.03
0.25
0.02
0.01
N/A
(0.51)
(0.0003)
N/A
Rate Of Daily Change
1.0
0.99
1.0
1.01
1.0
1.0
1.0
0.99
0.85
1.0
Day Median Price
10.73
2.6
11.9
22.18
49.24
11.23
89.17
41.15
0.0017
1025.0
Price Action Indicator
(0.01)
(0.05)
0.015
0.3
(0.01)
N/A
N/A
(0.36)
(0.0001)
N/A
Relative Strength Index
42.45
62.16
57.83
59.96
53.12
33.5
57.38
51.95
58.79
N/A
Coefficient Of Variation
6763.96
848.45
824.93
943.06
(4,092)
42872.79
1316.73
(763.99)
618.36
N/A
Mean Deviation
0.0669
1.87
0.4501
0.7597
0.0761
0.1757
0.7044
0.7602
10.37
N/A
Jensen Alpha
(0.01)
0.3588
(0)
0.1221
(0.01)
(0.05)
0.0704
(0.13)
2.55
N/A
Total Risk Alpha
(0.02)
(0.12)
(0.03)
(0.07)
(0.03)
(0.08)
(0.11)
(0.31)
0.0366
N/A
Sortino Ratio
(0.81)
0.0873
(0.1)
(0.0005)
N/A
(0.17)
(0.03)
N/A
0.1434
N/A
Downside Variance
0.0233
4.66
0.3126
1.77
N/A
0.5255
1.25
N/A
236.21
N/A
Standard Deviation
0.0988
2.66
0.5835
1.17
0.0987
0.475
1.16
1.02
14.4
N/A
Kurtosis
2.72
2.75
0.1389
5.33
3.08
20.5
9.12
1.91
1.19
N/A
Potential Upside
0.0935
5.61
1.21
2.28
0.1227
0.4394
1.75
1.33
28.57
N/A
Treynor Ratio
0.7425
(0.62)
0.1114
(1.56)
1.36
(0.03)
1.15
1.56
(1.13)
N/A
Maximum Drawdown
0.5599
12.99
2.8
7.18
0.5275
4.77
6.86
5.49
62.86
N/A
Variance
0.0098
7.06
0.3404
1.36
0.0097
0.2256
1.35
1.05
207.34
N/A
Market Risk Adjusted Performance
0.7525
(0.61)
0.1214
(1.55)
1.37
(0.02)
1.16
1.57
(1.12)
N/A
Risk Adjusted Performance
(0.05)
0.0924
0.0852
0.0804
(0.08)
(0)
0.0586
(0.09)
0.1263
N/A
Skewness
(0.99)
1.02
0.3086
(0.95)
(0.85)
0.9799
0.03
0.0232
0.5927
N/A
Semi Deviation
0.0836
1.75
0.3912
1.12
N/A
0.3882
0.9942
N/A
10.19
N/A
Information Ratio
(1.25)
0.071
(0.09)
(0.0006)
(1.29)
(0.26)
(0.03)
(0.25)
0.1531
N/A
Value At Risk
(0.09)
(3.52)
(0.84)
(1.20)
(0.12)
(0.53)
(1.19)
(1.70)
(18.18)
N/A
Expected Short fall
(0.11)
(2.79)
(0.58)
(0.82)
N/A
(0.29)
(0.84)
N/A
(16.01)
N/A
Downside Deviation
0.1528
2.16
0.5591
1.33
N/A
0.7249
1.12
N/A
15.37
N/A
Semi Variance
0.007
3.06
0.1531
1.25
N/A
0.1507
0.9884
N/A
103.91
N/A

Great West Competition Performance Charts

Five steps to successful analysis of Great West Competition

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

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Tech Growth Theme
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Other Information on Investing in Great Mutual Fund

Great West financial ratios help investors to determine whether Great 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 Great with respect to the benefits of owning Great West security.
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