Blackrock Total Competition

Summary

BSTKXDelisted Fund

USD 3.53 0.00 0.00%

Blackrock Total Factor competes with Cardinal Small, Eip Growth, Ab Small, Pnc International, and Crafword Dividend; as well as few others. The fund is listed under Multistrategy category and is part of BlackRock family. Analyzing Blackrock Total 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 Blackrock Total to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in industry.

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 Blackrock Total 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 Blackrock Total'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
3.53	3.53	3.53

Details

Intrinsic

Valuation

Low	Real	High
3.44	3.44	3.88

Details

Naive

Forecast

Low	Next	High
4.47	4.47	4.47

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
3.71	3.71	3.71

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Blackrock Total. Your research has to be compared to or analyzed against Blackrock Total's peers to derive any actionable benefits. When done correctly, Blackrock Total'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 Blackrock Total Factor.

Blackrock Total Competition Correlation Matrix

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

	CCMSX	EIPIX	QUAIX	PIGDX	CDGCX	RTOUX	WPASX
CCMSX		0.86	0.81	0.89	0.82	0.95	0.85	CCMSX
EIPIX	0.86		0.58	0.79	0.64	0.74	0.68	EIPIX
QUAIX	0.81	0.58		0.93	0.87	0.93	0.96	QUAIX
PIGDX	0.89	0.79	0.93		0.89	0.94	0.97	PIGDX
CDGCX	0.82	0.64	0.87	0.89		0.91	0.92	CDGCX
RTOUX	0.95	0.74	0.93	0.94	0.91		0.94	RTOUX
WPASX	0.85	0.68	0.96	0.97	0.92	0.94		WPASX
	CCMSX	EIPIX	QUAIX	PIGDX	CDGCX	RTOUX	WPASX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Blackrock Mutual Fund performing well and Blackrock Total 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 Blackrock Total'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
CCMSX	0.74	(0.04)	(0.01)	0.05	0.92	(0.85)	1.65	(1.23)	5.73
EIPIX	0.54	0.09	0.09	0.19	0.51	(0.60)	1.30	(1.14)	3.17
QUAIX	1.03	(0.08)	(0.02)	0.03	1.27	(0.98)	2.12	(1.90)	5.01
PIGDX	0.62	(0.02)	(0.03)	0.06	0.68	(0.75)	1.25	(1.15)	3.72
CDGCX	0.49	(0.03)	(0.05)	0.05	0.60	(0.50)	1.03	(1.17)	3.21
RTOUX	0.80	(0.07)	(0.03)	0.03	1.07	(0.80)	1.69	(1.79)	4.84
WPASX	0.61	(0.05)	(0.05)	0.03	0.72	(0.60)	1.20	(1.43)	3.69

Blackrock Total Competitive Analysis

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

	BSTKX	CCMSX	EIPIX	QUAIX	PIGDX	CDGCX	RTOUX	WPASX
	0.00 3.53 Blackrock	1.78 13.76 Cardinal	0.50 16.19 Eip	1.09 61.88 QUAIX	1.37 14.07 Pnc	0.94 13.95 Crafword	1.67 39.56 Tax-managed	1.34 52.99 WPASX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Weak	Solid	Weak	Insignificant	Insignificant	Weak	Insignificant
Odds of Financial Distress (Probability Of Bankruptcy)	Dangerous	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly 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
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Strong Hold	Strong Buy	Strong Hold	Hold	Strong Hold	Strong Hold	Hold
Net Asset	215.39 M	25.31 M	148.81 M	1.9 B	729.79 M	46.54 M	708.97 M	1.15 B
Minimum Initial Investment	N/A	1000 K	N/A	N/A	1000 K	N/A	N/A	N/A
Price To Book	N/A	2.09 X	N/A	3.99 X	N/A	3.17 X	N/A	6.20 X
Five Year Return	0.28 %	3.84 %	9.24 %	5.98 %	5.32 %	7.40 %	6.66 %	10.50 %
One Year Return	(10.45) %	9.89 %	11.35 %	7.31 %	2.69 %	7.54 %	12.27 %	16.08 %
Last Dividend Paid	0.01	0.06	0.13	N/A	0.01	0.01	N/A	N/A
Price To Earning	N/A	20.12 X	N/A	28.88 X	N/A	19.80 X	N/A	25.39 X
Price To Sales	N/A	1.47 X	N/A	2.08 X	N/A	2.35 X	N/A	3.31 X
Cash Position Weight	67.84 %	4.59 %	(4.06) %	2.67 %	2.89 %	1.08 %	2.84 %	1.10 %
Equity Positions Weight	(0.37) %	95.41 %	100.82 %	97.33 %	97.11 %	98.92 %	97.14 %	98.90 %
Three Year Return	(1.87) %	(2.71) %	12.66 %	(8.93) %	(7.30) %	3.14 %	(0.99) %	2.12 %
Annual Yield	N/A	0.01 %	0.04 %	N/A	0.01 %	0.01 %	0 %	0 %
Bond Positions Weight	24.44 %	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	N/A	1.35 %	7.52 %	4.27 %	1.40 %	3.06 %	1.36 %	1.05 %
Ten Year Return	N/A	N/A	7.34 %	16.34 %	N/A	8.16 %	9.19 %	14.42 %
Day Typical Price	3.53	13.76	16.19	61.88	14.07	13.95	39.56	52.99
Daily Balance Of Power	0.0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	N/A	0.24	0.08	0.67	0.19	0.13	0.65	0.7
Rate Of Daily Change	1.0	1.02	1.0	1.01	1.01	1.01	1.02	1.01
Day Median Price	3.53	13.76	16.19	61.88	14.07	13.95	39.56	52.99
Price Action Indicator	N/A	0.12	0.04	0.34	0.095	0.065	0.33	0.35
Relative Strength Index	2.7	61.93	72.92	51.55	56.24	48.81	56.28	54.22
Coefficient Of Variation	(820.05)	1247.91	444.95	1972.71	1165.43	1189.63	1718.42	1640.13
Mean Deviation	1.83	0.744	0.5393	1.03	0.6234	0.4899	0.8036	0.608
Jensen Alpha	(0.78)	(0.04)	0.0869	(0.08)	(0.02)	(0.03)	(0.07)	(0.05)
Total Risk Alpha	(1.90)	(0.06)	0.0584	(0.11)	(0.04)	(0.04)	(0.08)	(0.06)
Sortino Ratio	N/A	(0.01)	0.0893	(0.02)	(0.03)	(0.05)	(0.03)	(0.05)
Downside Variance	N/A	1.18	0.6289	1.87	0.6578	0.4839	1.29	0.6725
Standard Deviation	7.56	1.01	0.7122	1.28	0.7898	0.6339	1.03	0.7771
Kurtosis	65.85	1.98	0.242	(0.61)	0.0497	0.2662	0.5374	0.002
Potential Upside	0.4348	1.65	1.3	2.12	1.25	1.03	1.69	1.2
Treynor Ratio	0.4891	0.0525	0.1884	0.033	0.0562	0.0457	0.0332	0.0337
Maximum Drawdown	61.81	5.73	3.17	5.01	3.72	3.21	4.84	3.69
Variance	57.13	1.02	0.5072	1.63	0.6238	0.4018	1.06	0.6039
Market Risk Adjusted Performance	0.4991	0.0625	0.1984	0.043	0.0662	0.0557	0.0432	0.0437
Risk Adjusted Performance	(0.07)	0.0532	0.1397	0.0364	0.055	0.052	0.0399	0.0396
Skewness	(8.11)	(0.48)	(0.11)	(0.07)	(0.19)	(0.13)	(0.54)	(0.05)
Semi Deviation	N/A	0.9237	0.505	1.27	0.6757	0.6017	1.07	0.7202
Information Ratio	(0.13)	(0.01)	0.0994	(0.02)	(0.03)	(0.06)	(0.03)	(0.05)
Value At Risk	(0.56)	(1.23)	(1.14)	(1.90)	(1.15)	(1.17)	(1.79)	(1.43)
Expected Short fall	N/A	(0.85)	(0.60)	(0.98)	(0.75)	(0.50)	(0.80)	(0.60)
Downside Deviation	N/A	1.09	0.793	1.37	0.811	0.6957	1.14	0.82
Semi Variance	N/A	0.8532	0.2551	1.62	0.4565	0.3621	1.15	0.5186

Blackrock Total Competition Performance Charts

Five steps to successful analysis of Blackrock Total Competition

Blackrock Total'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 Blackrock Total Factor in relation to its competition. Blackrock Total's competition analysis typically involves several steps, including:

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

In addition to having Blackrock Total 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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Defense

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 16 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 Defense Theme or any other thematic opportunities.

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Other Consideration for investing in Blackrock Mutual Fund

If you are still planning to invest in Blackrock Total Factor check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Blackrock Total's history and understand the potential risks before investing.

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Blackrock Total Competition

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Blackrock Total Competition Correlation Matrix

Risk-Adjusted Indicators

Blackrock Total Competitive Analysis

Blackrock Total Competition Performance Charts

Five steps to successful analysis of Blackrock Total Competition

Complement your Blackrock Total position

Did You Try This Idea?

Run Defense Thematic Idea Now

Defense

Other Consideration for investing in Blackrock Mutual Fund

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