RBB Fund Competition
| ZHOG Etf | 51.98 0.05 0.1% |
RBB Fund vs JPMorgan Core Correlation
Very poor diversification
The correlation between The RBB Fund and JCPB is 0.88 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding The RBB Fund and JCPB in the same portfolio, assuming nothing else is changed.
Moving together with RBB Etf
| 0.85 | IUSB | iShares Core Total | PairCorr |
| 0.75 | FIXD | First Trust TCW | PairCorr |
| 0.75 | FBND | Fidelity Total Bond | PairCorr |
| 0.87 | TOTL | SPDR DoubleLine Total | PairCorr |
| 0.88 | BNDS | Series Portfolios Trust | PairCorr |
Moving against RBB Etf
RBB Fund Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between RBB Fund and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of RBB 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 RBB Fund does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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RBB Fund Constituents Risk-Adjusted Indicators
There is a big difference between RBB Etf performing well and RBB Fund ETF 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 RBB Fund'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| IUSB | 0.13 | 0.00 | (0.44) | 0.12 | 0.08 | 0.30 | 0.73 | |||
| FIXD | 0.16 | 0.00 | (0.40) | 0.08 | 0.13 | 0.30 | 0.82 | |||
| FBND | 0.15 | 0.00 | (0.39) | 0.07 | 0.14 | 0.28 | 0.85 | |||
| TOTL | 0.12 | 0.01 | (0.42) | 0.21 | 0.05 | 0.28 | 0.78 | |||
| BNDS | 0.14 | 0.04 | (0.18) | 0.51 | 0.00 | 0.32 | 0.89 | |||
| HTRB | 0.14 | 0.00 | (0.46) | 0.19 | 0.10 | 0.32 | 0.79 | |||
| DRSK | 0.36 | (0.10) | 0.00 | (0.24) | 0.00 | 0.87 | 2.46 | |||
| GTO | 0.12 | 0.00 | (0.44) | 0.13 | 0.00 | 0.30 | 0.68 | |||
| EUSB | 0.14 | 0.00 | (0.47) | 0.14 | 0.08 | 0.28 | 0.67 | |||
| JCPB | 0.14 | 0.01 | (0.43) | 0.21 | 0.06 | 0.30 | 0.77 |
RBB Fund Competitive Analysis
The better you understand RBB Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, RBB Fund'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 RBB Fund'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 |
RBB Fund Competition Performance Charts
Five steps to successful analysis of RBB Fund Competition
RBB Fund'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 RBB Fund in relation to its competition. RBB Fund's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of RBB Fund 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 RBB Fund's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to RBB Fund, 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 RBB Fund position
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Run Recycling Thematic Idea Now
Recycling
West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 40 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 Recycling Theme or any other thematic opportunities.
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Check out RBB Fund Correlation with its peers. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Investors evaluate RBB Fund using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating RBB Fund's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause RBB Fund's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between RBB Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if RBB Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, RBB Fund's market price signifies the transaction level at which participants voluntarily complete trades.