Thornburg Value Competition

TVRFX Fund  USD 84.56  1.21  1.45%   
Thornburg Value competes with Lord Abbett, Calamos Dynamic, Advent Claymore, Fidelity Sai, and Rationalpier; as well as few others. The fund is listed under Mid-Cap Blend category and is part of Thornburg family. Analyzing Thornburg Value 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 Thornburg Value to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Thornburg Value 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 Thornburg Value competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
82.2783.3584.43
Details
Intrinsic
Valuation
LowRealHigh
75.0289.5590.63
Details
Naive
Forecast
LowNextHigh
81.7282.8083.87
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Bollinger
Band Projection (param)
LowerMiddle BandUpper
83.3984.7086.01
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Thornburg Value. Your research has to be compared to or analyzed against Thornburg Value's peers to derive any actionable benefits. When done correctly, Thornburg Value'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 Thornburg Value.

Thornburg Value Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Thornburg Value 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 Thornburg 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 Thornburg Value does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
XNCVXLCFYX
PBXIXLCFYX
FSAWXLCFYX
XNCVXPBXIX
XNCVXFSAWX
PBXIXFSAWX
  
High negative correlations   
FSAWXCCD
AVKCCD
XNCVXCCD
CCDLCFYX
PBXIXCCD

Risk-Adjusted Indicators

There is a big difference between Thornburg Mutual Fund performing well and Thornburg Value 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 Thornburg Value'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.

Thornburg Value Competitive Analysis

The better you understand Thornburg Value competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Thornburg Value'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 Thornburg Value'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
TVRFX LCFYX CCD AVK FSAWX PBXIX XNCVX
 1.45 
 84.56 
Thornburg
 0.88 
 14.86 
Lord
 0.50 
 23.93 
Calamos
 1.13 
 12.50 
Advent
 0.09 
 10.98 
Fidelity
 0.26 
 11.50 
Rationalpier
 0.99 
 4.02 
Allianzgi
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
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Trade Advice
(90 Days Macroaxis Advice)
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Price To Sales
Cash Position Weight
Equity Positions Weight
Three Year Return
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Day Typical Price
Accumulation Distribution
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Relative Strength Index
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
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Market Risk Adjusted Performance
Risk Adjusted Performance
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Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Thornburg Value Competition Performance Charts

Five steps to successful analysis of Thornburg Value Competition

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

In addition to having Thornburg Value 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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Banking
Banking Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banking theme has 61 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 Banking Theme or any other thematic opportunities.
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Other Information on Investing in Thornburg Mutual Fund

Thornburg Value financial ratios help investors to determine whether Thornburg 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 Thornburg with respect to the benefits of owning Thornburg Value security.
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