1919 Financial Competition

LMRIX Fund  USD 27.51  0.17  0.62%   
1919 Financial Services competes with Vanguard Financials, Davis Financial, Scharf Global, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Financial category and is part of 1919 Funds family. Analyzing 1919 Financial 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 1919 Financial to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out 1919 Financial 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 1919 Financial 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 1919 Financial'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
26.6527.4728.29
Details
Intrinsic
Valuation
LowRealHigh
26.4027.2228.04
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as 1919 Financial. Your research has to be compared to or analyzed against 1919 Financial's peers to derive any actionable benefits. When done correctly, 1919 Financial'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 1919 Financial Services.

1919 Financial Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between 1919 Financial 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 1919 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 1919 Financial Services does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RPFGXVFAIX
RRTLXVFAIX
RRTLXMSTSX
WRLDXVFAIX
MSTSXVFAIX
MSTSXRPFGX
  
High negative correlations   
RRTLXBRRAY
MSTSXBRRAY
BRRAYRPFGX
BRRAYVFAIX
OGEAXBRRAY
IDBRRAY

Risk-Adjusted Indicators

There is a big difference between 1919 Mutual Fund performing well and 1919 Financial 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 1919 Financial'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
VFAIX  0.51  0.04  0.05  0.17  0.55 
 1.31 
 3.60 
RPFGX  0.61  0.04  0.05  0.16  0.59 
 1.65 
 3.97 
WRLDX  0.36 (0.02)(0.12) 0.09  0.33 
 0.77 
 1.85 
BRRAY  0.90 (0.12) 0.00  0.36  0.00 
 1.41 
 18.45 
MSTSX  0.43 (0.04)(0.07) 0.08  0.45 
 0.98 
 2.60 
ID  7.93  2.27  0.33  0.61  6.73 
 15.25 
 120.24 
VIASP  1.64  0.00 (0.01) 0.13  3.99 
 3.19 
 14.99 
RRTLX  0.25 (0.02)(0.23) 0.09  0.15 
 0.52 
 1.47 
XTWO  0.11 (0.02)(0.79)(0.05) 0.14 
 0.20 
 1.30 
OGEAX  0.52  0.16  0.04 (1.99) 0.31 
 1.22 
 3.12 

1919 Financial Competitive Analysis

The better you understand 1919 Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, 1919 Financial'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 1919 Financial'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
LMRIXVFAIXRPFGXWRLDXBRRAYMSTSXIDVIASPRRTLXXTWO
 0.62 
 27.51 
1919
 0.55 
 51.33 
Vanguard
 0.64 
 56.80 
Davis
 0.23 
 35.34 
Scharf
 0.00 
 3.54 
Barloworld
 0.18 
 10.90 
Morningstar
 1.60 
 1.23 
SPACE
 3.30 
 21.69 
Via
 0.50 
 11.97 
RRTLX
 0.06 
 49.08 
Bondbloxx
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 Book
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Current Valuation
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Retained Earnings
Current Asset
One Year Return
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Cash Position Weight
Equity Positions Weight
Number Of Employees
Shares Outstanding
Three Year Return
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Z Score
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Return On Asset
Book Value Per Share
Number Of Shares Shorted
Minimum Initial Investment
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Price To Earning
Price To Sales
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Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

1919 Financial Competition Performance Charts

Five steps to successful analysis of 1919 Financial Competition

1919 Financial'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 1919 Financial Services in relation to its competition. 1919 Financial's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of 1919 Financial 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 1919 Financial's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to 1919 Financial Services, 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 1919 Financial position

In addition to having 1919 Financial 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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Raw Materials
Raw Materials Theme
Companies that are involved with the development and processing of raw materials such as silver or forestry. The Raw Materials theme has 15 constituents at this time.
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Check out 1919 Financial Correlation with its peers.
You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

Complementary Tools for 1919 Mutual Fund analysis

When running 1919 Financial's price analysis, check to measure 1919 Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy 1919 Financial is operating at the current time. Most of 1919 Financial's value examination focuses on studying past and present price action to predict the probability of 1919 Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move 1919 Financial's price. Additionally, you may evaluate how the addition of 1919 Financial to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between 1919 Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if 1919 Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 1919 Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.