Dreyfus Sustainable Competition

DRTCX Fund

USD 20.82 0.17 0.82%

The Dreyfus Sustainable competes with Calamos Dynamic, Gabelli Convertible, Columbia Convertible, and Putnam Convertible; as well as few others. The fund is listed under Large Blend category and is part of Dreyfus family. Analyzing Dreyfus Sustainable 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 Dreyfus Sustainable to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Dreyfus Sustainable 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 Dreyfus Sustainable 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 Dreyfus Sustainable'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
20.12	20.82	21.52

Details

Intrinsic

Valuation

Low	Real	High
19.75	20.45	21.15

Details

Dreyfus Sustainable Competition Correlation Matrix

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

	XNCVX	CCD	GCV	NCIDX	PCNTX
XNCVX		-0.01	0.97	0.99	0.99	XNCVX
CCD	-0.01		-0.16	0.04	0.06	CCD
GCV	0.97	-0.16		0.95	0.94	GCV
NCIDX	0.99	0.04	0.95		0.99	NCIDX
PCNTX	0.99	0.06	0.94	0.99		PCNTX
	XNCVX	CCD	GCV	NCIDX	PCNTX

High positive correlations

NCIDX	+ 0.99	XNCVX
PCNTX	+ 0.99	XNCVX
PCNTX	+ 0.99	NCIDX
GCV	+ 0.97	XNCVX
NCIDX	+ 0.95	GCV
PCNTX	+ 0.94	GCV

High negative correlations

GCV	- 0.16	CCD
CCD	- 0.01	XNCVX

Risk-Adjusted Indicators

There is a big difference between Dreyfus Mutual Fund performing well and Dreyfus Sustainable 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 Dreyfus Sustainable'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
XNCVX	0.40	0.09	0.04	0.34	0.19	(0.52)	0.99	(0.78)	2.60
CCD	0.52	(0.13)	0.00	(0.42)	0.00	0.00	0.83	(1.50)	2.92
GCV	0.60	0.15	0.10	0.57	0.50	(0.77)	1.54	(1.31)	3.66
NCIDX	0.39	0.06	(0.02)	0.29	0.21	(0.50)	0.86	(0.50)	2.31
PCNTX	0.36	0.03	(0.08)	0.21	0.32	(0.41)	0.70	(0.53)	2.14

Unable to evaluate fundamental data of [XNCVX, CCD, GCV, NCIDX, PCNTX] at this time. Please try again later

All Fundamental Data

Dreyfus Sustainable Competitive Analysis

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

	DRTCX	XNCVX	CCD	GCV	NCIDX	PCNTX
	0.82 20.82 Dreyfus	0.25 15.85 Allianzgi	0.1 20.52 Calamos	0.76 3.96 Gabelli	0.13 23.58 Columbia	0.33 27.10 Putnam
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Weakest	Solid	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Fair	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Strong Buy	Cautious Hold	Strong Buy	Strong Hold	Strong Hold
Net Asset	320.64 M	N/A	N/A	N/A	1.16 B	751.33 M
Price To Book	2.63 X	N/A	N/A	0.78 X	N/A	N/A
Five Year Return	13.63 %	N/A	5.98 %	3.32 %	N/A	7.66 %
One Year Return	12.66 %	N/A	16.51 %	21.85 %	N/A	16.67 %
Last Dividend Paid	N/A	0.0425	2.34	0.53	N/A	0.05
Price To Earning	17.20 X	N/A	2.31 X	3.39 X	N/A	1.75 X
Beta	N/A	N/A	1.3	1.0	N/A	N/A
Price To Sales	1.28 X	N/A	N/A	51.52 X	N/A	N/A
Cash Position Weight	1.47 %	N/A	N/A	N/A	N/A	5.86 %
Equity Positions Weight	98.53 %	N/A	N/A	N/A	N/A	6.44 %
Three Year Return	17.88 %	N/A	7.93 %	6.11 %	N/A	10.26 %
Annual Yield	0 %	N/A	0.01 %	0.02 %	N/A	0.02 %
Year To Date Return	7.46 %	N/A	9.41 %	12.70 %	N/A	8.43 %
Ten Year Return	12.21 %	N/A	N/A	N/A	N/A	9.43 %
Day Typical Price	20.82	15.85	20.57	3.95	23.58	27.1
Accumulation Distribution	N/A	N/A	0.0097	0.0101	N/A	N/A
Market Facilitation Index	N/A	N/A	0.2	0.04	N/A	N/A
Daily Balance Of Power	9.2 T	9.2 T	(0.10)	0.75	(9,223,372,036,855)	(9,223,372,036,855)
Period Momentum Indicator	0.17	0.04	(0.02)	0.03	(0.03)	(0.09)
Rate Of Daily Change	1.01	1.0	1.0	1.01	1.0	1.0
Day Median Price	20.82	15.85	20.59	3.94	23.58	27.1
Price Action Indicator	0.085	0.02	(0.08)	0.035	(0.01)	(0.04)
Coefficient Of Variation	401.78	371.56	(772.19)	386.22	440.72	568.79
Mean Deviation	0.5216	0.3992	0.5167	0.5999	0.3915	0.3561
Jensen Alpha	0.1732	0.0891	(0.13)	0.1543	0.0624	0.0339
Total Risk Alpha	0.0631	0.0563	(0.21)	0.0796	0.0309	0.0048
Sortino Ratio	0.0754	0.0367	N/A	0.0998	(0.02)	(0.08)
Downside Variance	0.4659	0.3106	N/A	0.6416	0.212	0.2285
Standard Deviation	0.6985	0.5308	0.7327	0.7815	0.4954	0.468
Kurtosis	1.43	1.03	2.69	0.8094	0.6892	1.58
Potential Upside	1.24	0.9901	0.8256	1.54	0.8632	0.6996
Treynor Ratio	(1.96)	0.3416	(0.42)	0.5686	0.2881	0.2117
Maximum Drawdown	3.94	2.6	2.92	3.66	2.31	2.14
Variance	0.4879	0.2817	0.5368	0.6108	0.2454	0.219
Market Risk Adjusted Performance	(1.95)	0.3516	(0.41)	0.5786	0.2981	0.2217
Risk Adjusted Performance	0.1928	0.205	(0.10)	0.2018	0.1711	0.1303
Skewness	0.0055	(0.19)	(1.24)	(0.13)	(0.40)	(0.57)
Semi Deviation	0.3663	0.1947	N/A	0.4987	0.2065	0.3156
Information Ratio	0.0736	0.0385	(0.30)	0.1023	(0.02)	(0.09)
Value At Risk	(0.73)	(0.78)	(1.50)	(1.31)	(0.50)	(0.53)
Expected Short fall	(0.60)	(0.52)	N/A	(0.77)	(0.50)	(0.41)
Downside Deviation	0.6826	0.5573	N/A	0.801	0.4604	0.478
Semi Variance	0.1342	0.0379	N/A	0.2487	0.0426	0.0996

Dreyfus Sustainable Competition Performance Charts

Five steps to successful analysis of Dreyfus Sustainable Competition

Dreyfus Sustainable'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 The Dreyfus Sustainable in relation to its competition. Dreyfus Sustainable's competition analysis typically involves several steps, including:

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

In addition to having Dreyfus Sustainable 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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Information Technology (IT) companies and IT service providers across different domains. The IT theme has 38 constituents at this time.

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Other Information on Investing in Dreyfus Mutual Fund

Dreyfus Sustainable financial ratios help investors to determine whether Dreyfus 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 Dreyfus with respect to the benefits of owning Dreyfus Sustainable security.

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