Rbc Bluebay Competition

Mutual Funds . USA . 
Fund . Rbc Bluebay Core
RCPAX Fund  USD 8.80  0.01  0.11%   
Rbc Bluebay Core competes with Rbc Small, Rbc Enterprise, Rbc Enterprise, Rbc Emerging, and Rbc Small; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of RBC Global Asset Management. family. Analyzing Rbc Bluebay 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 Rbc Bluebay to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Rbc Bluebay 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 Rbc Bluebay competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
8.448.819.18
Details
Intrinsic
Valuation
LowRealHigh
8.178.548.91
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Rbc Bluebay. Your research has to be compared to or analyzed against Rbc Bluebay's peers to derive any actionable benefits. When done correctly, Rbc Bluebay'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 Rbc Bluebay Core.

Rbc Bluebay Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Rbc Bluebay 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 Rbc 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 Rbc Bluebay Core does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
TETAX
+ 0.99
TEEAX
RSHFX
+ 0.97
RSDIX
TETIX
+ 0.91
TETAX
TETIX
+ 0.9
TEEAX
RBCRX
+ 0.88
RBCIX
RBCIX
+ 0.84
RREMX
  
High negative correlations   
RBCIX
- 0.49
RRSVX
RRSVX
- 0.47
RREMX
RBCRX
- 0.45
RRSVX
RBCIX
- 0.26
RSMRX
RBCRX
- 0.23
RSMRX
RBCRX
- 0.18
RSDIX

Risk-Adjusted Indicators

There is a big difference between Rbc Mutual Fund performing well and Rbc Bluebay 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 Rbc Bluebay'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
TEEAX  1.05 (0.27) 0.00 (1.97) 0.00 
 0.00 
 1.76 
(1.47)
 23.60 
TETAX  1.10 (0.24) 0.00 (1.58) 0.00 
 0.00 
 1.93 
(1.64)
 19.89 
TETIX  1.10 (0.20) 0.00  3.01  0.00 
 0.00 
 1.93 
(1.88)
 18.99 
RREMX  0.75 (0.12) 0.00 (0.86) 0.00 
 0.00 
 1.41 
(1.63)
 5.43 
RRSVX  0.79 (0.03) 0.00 (0.11) 0.00 
 0.00 
 1.74 
(1.58)
 10.31 
RSDIX  0.08 (0.01)(0.38) 1.80  0.10 
(0.15)
 0.21 
(0.10)
 0.72 
RSHFX  0.09 (0.01)(0.40) 1.57  0.09 
(0.16)
 0.21 
(0.10)
 0.72 
RSMRX  0.76 (0.04) 0.00 (0.15) 0.00 
 0.00 
 1.53 
(1.43)
 7.74 
RBCIX  1.73  0.04 (0.01)(0.07) 2.33 
(2.00)
 4.28 
(3.70)
 15.95 
RBCRX  1.85  0.10  0.03  0.22  2.25 
(2.23)
 5.37 
(3.69)
 15.95 
All Fundamental Data

Rbc Bluebay Competitive Analysis

The better you understand Rbc Bluebay competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Rbc Bluebay'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 Rbc Bluebay'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
RCPAX TEEAX TETAX TETIX RREMX RRSVX RSDIX RSHFX RSMRX RBCIX
 0.11 
 8.80 
Rbc
 0.80 
 11.28 
Rbc
 0.91 
 14.39 
Rbc
 0.95 
 15.89 
Rbc
 0.45 
 13.39 
Rbc
 1.26 
 15.69 
Rbc
 0.10 
 9.73 
Rbc
 0.20 
 9.74 
Rbc
 0.55 
 16.51 
Rbc
 0.12 
 8.68 
Rbc
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Not too volatile
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Somewhat reliable
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Under Valued
Under Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly 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)
Sell
Cautious Hold
Cautious Hold
Strong Sell
Cautious Hold
Cautious Hold
Sell
Sell
Cautious Hold
Strong Sell
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
44.02 M
44.31 M
64.39 M
64.39 M
681.76 M
153.3 M
61.37 M
24.91 M
96.4 M
4.17 M
Minimum Initial Investment
N/A
N/A
N/A
250 K
N/A
N/A
10 K
N/A
N/A
N/A
Price To Book
N/A
2.18
1.79
1.79
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
N/A
7.23
6.38
6.63
2.89
5.46
2.25
2.16
9.19
N/A
One Year Return
N/A
10.43
6.72
9.19
10.66
7.95
5.51
5.4
9.08
N/A
Last Dividend Paid
N/A
0.01
N/A
0.04
0.15
0.13
0.01
0.01
N/A
N/A
Price To Earning
N/A
18.69
19.2
19.2
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
N/A
1.16
0.93
0.93
N/A
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
11.47
2.38
1.52
3.03
0.72
3.59
2.2
1.19
2.32
N/A
Equity Positions Weight
N/A
97.62
98.48
96.97
99.28
96.4
N/A
N/A
97.68
N/A
Three Year Return
N/A
4.74
2.66
4.5
1.96
6.77
2.56
2.45
3.88
N/A
Annual Yield
N/A
0.0018
0.0016
0.0034
0.0146
0.011
0.001
0.0012
N/A
0.0111
Bond Positions Weight
13.53
N/A
N/A
N/A
N/A
N/A
94.16
14.47
N/A
N/A
Year To Date Return
N/A
8.4
6.79
7.16
7.49
6.0
5.25
5.15
7.38
N/A
Ten Year Return
N/A
7.28
6.96
7.21
N/A
N/A
N/A
N/A
12.64
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
Day Typical Price
8.8
11.28
14.39
15.89
13.39
15.69
9.73
9.74
16.51
8.68
Period Momentum Indicator
(0.01)
0.09
0.13
0.15
(0.06)
(0.20)
0.01
(0.02)
0.09
(0.01)
Rate Of Daily Change
1.0
1.01
1.01
1.01
1.0
0.99
1.0
1.0
1.01
1.0
Day Median Price
8.8
11.28
14.39
15.89
13.39
15.69
9.73
9.74
16.51
8.68
Price Action Indicator
(0.01)
0.045
0.065
0.075
(0.03)
(0.10)
0.005
(0.01)
0.045
(0.01)
Coefficient Of Variation
(674.96)
(978.66)
(945.71)
(1,085)
(969.63)
(9,039)
159224.84
157820.55
(5,000)
7612.39
Mean Deviation
0.2353
1.05
1.1
1.1
0.745
0.7901
0.0842
0.0873
0.7551
1.73
Jensen Alpha
(0.06)
(0.27)
(0.24)
(0.20)
(0.12)
(0.03)
(0.01)
(0.01)
(0.04)
0.0367
Total Risk Alpha
(0.08)
(0.40)
(0.35)
(0.31)
(0.17)
(0.09)
(0.02)
(0.02)
(0.09)
(0.11)
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
(0.38)
(0.40)
N/A
(0.01)
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
0.0197
0.0174
N/A
6.12
Standard Deviation
0.3604
2.5
2.14
2.06
0.9904
1.27
0.1277
0.1288
1.08
2.53
Kurtosis
3.3
39.77
26.92
24.27
1.05
9.9
4.41
3.48
4.64
2.41
Potential Upside
0.3352
1.76
1.93
1.93
1.41
1.74
0.2064
0.2064
1.53
4.28
Treynor Ratio
1.03
(1.97)
(1.58)
3.01
(0.86)
(0.11)
1.8
1.57
(0.15)
(0.07)
Maximum Drawdown
2.35
23.6
19.89
18.99
5.43
10.31
0.7201
0.7193
7.74
15.95
Variance
0.1299
6.26
4.6
4.25
0.9808
1.62
0.0163
0.0166
1.16
6.38
Market Risk Adjusted Performance
1.04
(1.96)
(1.57)
3.02
(0.85)
(0.1)
1.81
1.58
(0.14)
(0.06)
Risk Adjusted Performance
(0.13)
(0.07)
(0.08)
(0.07)
(0.08)
(0.01)
(0.05)
(0.05)
(0.01)
0.0173
Skewness
(0.13)
(5.41)
(3.83)
(3.49)
0.3329
1.62
0.8064
1.17
0.7545
0.0394
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
0.0956
0.0919
N/A
2.33
Information Ratio
(0.30)
(0.12)
(0.13)
(0.12)
(0.16)
(0.05)
(0.42)
(0.41)
(0.07)
(0.01)
Value At Risk
(0.66)
(1.47)
(1.64)
(1.88)
(1.63)
(1.58)
(0.10)
(0.10)
(1.43)
(3.70)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
(0.15)
(0.16)
N/A
(2.00)
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
0.1403
0.132
N/A
2.47
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
0.0091
0.0084
N/A
5.41

Rbc Bluebay Competition Performance Charts

Five steps to successful analysis of Rbc Bluebay Competition

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

In addition to having Rbc Bluebay 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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Services
Services Theme
Companies involved in delivering services to business or consumers across different industries and sectors. The Services theme has 30 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 Services Theme or any other thematic opportunities.
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Other Information on Investing in Rbc Mutual Fund

Rbc Bluebay financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Bluebay security.
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