Cornerstone Moderate Competition

Mutual Funds . USA . 
Fund . Cornerstone Moderate Fund
USBSX Fund  USD 15.68  0.01  0.06%   
Cornerstone Moderate competes with ABIVAX Socit, SCOR PK, HUMANA, Small Cap, and Morningstar Unconstrained; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Victory Capital family. Analyzing Cornerstone Moderate 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 Cornerstone Moderate to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Cornerstone Moderate 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 Cornerstone Moderate competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Cornerstone Moderate'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
15.2915.6816.07
Details
Intrinsic
Valuation
LowRealHigh
15.3215.7116.10
Details
Naive
Forecast
LowNextHigh
15.1515.5415.94
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.5815.7515.92
Details

Cornerstone Moderate Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Cornerstone Moderate 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 Cornerstone 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 Cornerstone Moderate does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
LBHIX
+ 0.72
MSTSX
ID
+ 0.62
SCRYX
ABHYX
+ 0.62
LBHIX
LBHIX
+ 0.6
SCRYX
MSTSX
+ 0.58
SCRYX
LBHIX
+ 0.5
SCRYY
  
High negative correlations   
AQUI
- 1.0
AAVXF
ID
- 0.65
444859BR2
SCRYX
- 0.63
444859BR2
SCAXF
- 0.63
SCRYY
MSTSX
- 0.62
444859BR2
LBHIX
- 0.59
444859BR2

Risk-Adjusted Indicators

There is a big difference between Cornerstone Mutual Fund performing well and Cornerstone Moderate 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 Cornerstone Moderate'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
AAVXF  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYY  2.12  0.43  0.13 (1.15) 2.05 
(2.81)
 5.61 
(4.09)
 12.99 
444859BR2  1.32  0.04  0.00  0.04  0.00 
 0.00 
 5.93 
(4.60)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
SCRYX  0.97  0.09  0.01  0.99  0.96 
(1.10)
 2.39 
(1.69)
 7.88 
MSTSX  0.49 (0.03)(0.09) 0.05  0.52 
(0.59)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.00 (0.27) 0.00  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
ABHYX  0.16  0.00 (0.17) 0.11  0.26 
(0.23)
 0.34 
(0.33)
 1.91 
ID  3.81  0.25  0.03  1.85  4.78 
(4.93)
 7.69 
(7.69)
 23.97 
SCAXF  0.70 (0.40) 0.00 (1.01) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
All Fundamental Data

Cornerstone Moderate Competitive Analysis

The better you understand Cornerstone Moderate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Cornerstone Moderate'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 Cornerstone Moderate'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
USBSX AAVXF SCRYY 444859BR2 AQUI SCRYX MSTSX LBHIX ABHYX ID
 0.06 
 15.68 
Cornerstone
 0.00 
 11.05 
ABIVAX
 1.18 
 2.57 
SCOR
 0.29 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.14 
 14.38 
Small
 0.09 
 11.68 
Morningstar
 0.24 
 4.25 
Thrivent
 0.22 
 8.96 
High-yield
 7.14 
 0.45 
SPACE
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Unstable
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Extremely risky
Market Performance
(90 Days Performance)
Very Weak
Very Weak
OK
Very Weak
Very Weak
Insignificant
Weak
OK
Insignificant
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Above Average
Below Average
Below Average
Average
Low
Low
Low
Low
High
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Hold
Strong Sell
Strong Sell
Strong Sell
Cautious Hold
Hold
Strong Sell
Sell
Strong Sell
Current Ratio
N/A
2.03
9.99
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Net Asset
1.09 B
110.36 M
51.52 B
N/A
3.19 K
973.72 M
116.1 M
674.44 M
672.37 M
N/A
Profit Margin
N/A
N/A
-0.0209
N/A
N/A
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
(42.25 M)
1.23 B
N/A
(727.69 K)
N/A
N/A
N/A
N/A
N/A
Price To Book
1.72
27.57
0.67
N/A
N/A
N/A
N/A
1.58
N/A
N/A
Operating Margin
N/A
4.66
-0.0092
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
165.28 M
4.75 B
N/A
912.76 K
N/A
N/A
N/A
N/A
N/A
Five Year Return
4.62
N/A
4.83
N/A
N/A
9.71
8.13
3.31
1.68
N/A
Retained Earnings
N/A
N/A
(645.5 M)
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
13.6
N/A
N/A
N/A
N/A
26.78
18.78
11.68
12.1
N/A
Beta
N/A
1.26
1.25
N/A
7.05
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
2.78
N/A
N/A
N/A
N/A
1.28
14.28
6.56
0.1
N/A
Equity Positions Weight
53.39
N/A
N/A
N/A
N/A
98.72
61.63
0.07
N/A
N/A
Number Of Employees
1
24
3.59 K
N/A
7
1
1
1
1
N/A
Shares Outstanding
N/A
22.3 M
1.78 B
N/A
965.83 K
N/A
N/A
N/A
N/A
N/A
Three Year Return
1.25
N/A
N/A
N/A
N/A
2.42
5.8
2.59
-0.71
N/A
Cash Flow From Operations
N/A
(45.66 M)
2.41 B
N/A
(218.19 K)
N/A
N/A
N/A
N/A
N/A
Annual Yield
0.0219
N/A
0.0789
N/A
N/A
0.0063
0.021
0.0617
0.0041
N/A
Total Debt
N/A
53.45 M
3.05 B
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
-12.86
-0.0574
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Bond Positions Weight
41.91
N/A
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
Z Score
N/A
1.8
0.6
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
-0.44
-0.002
N/A
-5.5
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
0.36
3.04
N/A
-1.18
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
500
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
110.36 M
51.52 B
N/A
3.19 K
686.96 M
215.11 M
347.66 M
243.16 M
N/A
Last Dividend Paid
0.05
N/A
N/A
N/A
N/A
0.06
N/A
0.02
0.03
N/A
Debt To Equity
N/A
8.03
0.43
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
57.27
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
165.36 M
4.35 B
N/A
96.58 K
N/A
50.36 M
N/A
N/A
947.97 K
Price To Earning
16.34
-7.88
12.21
N/A
-0.22
N/A
N/A
35.48
N/A
N/A
Price To Earnings To Growth
N/A
N/A
0.28
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
1.2
20.65
0.2
N/A
N/A
N/A
N/A
1.23
N/A
N/A
Net Income
N/A
(41.36 M)
456 M
N/A
(627.79 K)
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
-2.59
0.25
N/A
-0.63
N/A
N/A
N/A
N/A
N/A
Shares Owned By Insiders
N/A
4.67
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
7.63
N/A
N/A
N/A
N/A
12.62
11.76
6.69
5.77
N/A
Revenue
N/A
37 K
16.03 B
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
5.21
N/A
N/A
N/A
N/A
N/A
N/A
6.0
4.84
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
26.57 M
3.52 B
N/A
1.15 K
N/A
N/A
N/A
N/A
N/A
Cash Per Share
N/A
1.58
1.97
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
(45.52 M)
(853 M)
N/A
(143.88 K)
N/A
N/A
N/A
N/A
N/A
Day Typical Price
15.68
11.05
2.55
80.35
0.006
14.38
11.68
4.25
8.96
0.45
Accumulation Distribution
N/A
N/A
0.0272
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
0.07
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
0.0
0.4286
(9,223,372,036,855)
0.0
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
(0.01)
N/A
0.03
(0.23)
N/A
0.02
(0.01)
0.01
0.02
0.03
Rate Of Daily Change
1.0
1.0
1.01
1.0
1.0
1.0
1.0
1.0
1.0
1.07
Day Median Price
15.68
11.05
2.54
80.35
0.006
14.38
11.68
4.25
8.96
0.45
Price Action Indicator
(0.01)
N/A
0.05
(0.12)
N/A
0.01
(0.01)
0.005
0.01
0.015
Relative Strength Index
45.61
N/A
65.22
49.0
N/A
54.0
48.46
62.1
54.98
57.15
Coefficient Of Variation
48893.29
N/A
710.08
(8,332)
N/A
1304.74
1576.86
582.72
1821.75
1824.8
Mean Deviation
0.3166
N/A
2.12
1.32
N/A
0.9681
0.4856
0.11
0.1649
3.81
Jensen Alpha
(0.04)
N/A
0.4252
0.0446
N/A
0.0866
(0.03)
N/A
0.0014
0.2548
Total Risk Alpha
(0.06)
N/A
0.0691
(0.33)
N/A
(0.06)
(0.04)
(0.0002)
(0.03)
(0.31)
Sortino Ratio
(0.23)
N/A
0.1271
N/A
N/A
0.0085
(0.09)
(0.27)
(0.17)
0.0294
Downside Variance
0.1663
N/A
5.97
N/A
N/A
1.23
0.3987
0.0625
0.2328
38.19
Standard Deviation
0.4157
N/A
2.88
2.57
N/A
1.37
0.6318
0.169
0.286
5.06
Kurtosis
0.3366
N/A
1.46
5.82
N/A
4.76
0.1097
3.68
8.76
1.41
Potential Upside
0.702
N/A
5.61
5.93
N/A
2.39
1.21
0.2398
0.3382
7.69
Treynor Ratio
(0.03)
N/A
(1.15)
0.0408
N/A
0.9857
0.0462
N/A
0.114
1.85
Maximum Drawdown
1.97
N/A
12.99
16.62
N/A
7.88
2.8
0.9552
1.91
23.97
Variance
0.1728
N/A
8.3
6.61
N/A
1.87
0.3991
0.0286
0.0818
25.58
Market Risk Adjusted Performance
(0.02)
N/A
(1.14)
0.0508
N/A
0.9957
0.0562
N/A
0.124
1.86
Risk Adjusted Performance
(0.01)
N/A
0.1135
(0)
N/A
0.0622
0.0459
0.0947
0.025
0.0498
Skewness
0.2798
N/A
0.7326
1.04
N/A
1.36
0.1403
1.16
(1.74)
(0.70)
Semi Deviation
0.3671
N/A
2.05
N/A
N/A
0.9601
0.5186
0.0
0.2557
4.78
Information Ratio
(0.23)
N/A
0.1077
(0.05)
N/A
0.0069
(0.09)
(0.39)
(0.28)
0.0359
Value At Risk
(0.69)
N/A
(4.09)
(4.60)
N/A
(1.69)
(1.02)
(0.24)
(0.33)
(7.69)
Expected Short fall
(0.39)
N/A
(2.81)
N/A
N/A
(1.10)
(0.59)
(0.29)
(0.23)
(4.93)
Downside Deviation
0.4078
N/A
2.44
N/A
N/A
1.11
0.6314
0.25
0.4825
6.18
Semi Variance
0.1348
N/A
4.22
N/A
N/A
0.9218
0.2689
(0.02)
0.0654
22.83

Cornerstone Moderate Competition Performance Charts

Five steps to successful analysis of Cornerstone Moderate Competition

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

In addition to having Cornerstone Moderate 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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Run Junk Bonds Funds Thematic Idea Now

Junk Bonds Funds
Junk Bonds Funds Theme
Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. The Junk Bonds Funds theme has 39 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 Junk Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in Cornerstone Mutual Fund

Cornerstone Moderate financial ratios help investors to determine whether Cornerstone 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 Cornerstone with respect to the benefits of owning Cornerstone Moderate security.
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