Tanaka Growth Competition
| TGFRX Fund | USD 60.04 2.36 3.78% |
Tanaka Growth vs Basic Materials Correlation
Poor diversification
The correlation between Tanaka Growth Fund and RYBAX is 0.68 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Tanaka Growth Fund and RYBAX in the same portfolio, assuming nothing else is changed.
Moving together with Tanaka Mutual Fund
Moving against Tanaka Mutual Fund
Tanaka Growth Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Tanaka Growth 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 Tanaka 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 Tanaka Growth does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Tanaka Mutual Fund performing well and Tanaka Growth 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 Tanaka Growth'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| CVLEX | 0.59 | 0.08 | 0.10 | 0.15 | 0.55 | 1.28 | 4.06 | |||
| PCIG | 0.80 | (0.10) | 0.00 | (0.05) | 0.00 | 1.32 | 5.30 | |||
| MUNDX | 0.56 | 0.05 | 0.05 | 0.11 | 0.54 | 1.12 | 3.87 | |||
| ADVGX | 0.95 | 0.10 | 0.10 | 0.14 | 0.93 | 2.53 | 7.05 | |||
| AFALX | 0.50 | 0.07 | 0.05 | 0.65 | 0.37 | 1.06 | 3.36 | |||
| RYUIX | 0.59 | (0.07) | 0.00 | (0.19) | 0.00 | 1.19 | 4.31 | |||
| RSJN | 0.33 | 0.01 | (0.05) | 0.06 | 0.35 | 0.85 | 2.04 | |||
| SHDPX | 0.75 | 0.04 | 0.01 | 0.17 | 0.80 | 2.02 | 4.13 | |||
| RYBHX | 0.81 | 0.04 | 0.04 | 0.09 | 0.78 | 1.90 | 3.60 | |||
| RYBAX | 1.17 | 0.43 | 0.35 | 0.56 | 0.74 | 2.32 | 11.92 |
Tanaka Growth Competitive Analysis
The better you understand Tanaka Growth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Tanaka Growth'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 Tanaka Growth'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 |
Tanaka Growth Competition Performance Charts
Five steps to successful analysis of Tanaka Growth Competition
Tanaka Growth'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 Tanaka Growth in relation to its competition. Tanaka Growth's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Tanaka Growth 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 Tanaka Growth's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Tanaka Growth, 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.
Complement your Tanaka Growth position
In addition to having Tanaka Growth 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.Did You Try This Idea?
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Baby Boomer Prospects
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 75 constituents at this time.
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Other Information on Investing in Tanaka Mutual Fund
Tanaka Growth financial ratios help investors to determine whether Tanaka 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 Tanaka with respect to the benefits of owning Tanaka Growth security.
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