Aristotlesaul Global Competition

ARIOX Fund

11.37 0.05 0.44%

Aristotlesaul Global competes with Investec Emerging, Rbc Emerging, Pnc Emerging, Extended Market, and Calvert Developed; as well as few others. The fund is listed under World Large-Stock Blend category and is part of Aristotle Funds family. Analyzing Aristotlesaul Global 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 Aristotlesaul Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Aristotlesaul Global Correlation with its peers.

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Hype

Prediction

Low	Estimated	High
8.04	11.37	14.70

Details

Intrinsic

Valuation

Low	Real	High
8.66	11.99	15.32

Details

Aristotlesaul Global Competition Correlation Matrix

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

	ZEMIX	REMVX	PIEFX	USMIX	XWDIX	CDHIX	EMSLX
ZEMIX		0.79	0.93	-0.26	0.03	0.36	0.8	ZEMIX
REMVX	0.79		0.77	-0.48	0.4	0.75	0.85	REMVX
PIEFX	0.93	0.77		-0.26	-0.03	0.28	0.85	PIEFX
USMIX	-0.26	-0.48	-0.26		-0.51	-0.49	-0.52	USMIX
XWDIX	0.03	0.4	-0.03	-0.51		0.78	0.33	XWDIX
CDHIX	0.36	0.75	0.28	-0.49	0.78		0.54	CDHIX
EMSLX	0.8	0.85	0.85	-0.52	0.33	0.54		EMSLX
	ZEMIX	REMVX	PIEFX	USMIX	XWDIX	CDHIX	EMSLX

Click cells to compare fundamentals

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High positive correlations

PIEFX	+ 0.93	ZEMIX
EMSLX	+ 0.85	REMVX
EMSLX	+ 0.85	PIEFX
EMSLX	+ 0.8	ZEMIX
REMVX	+ 0.79	ZEMIX
CDHIX	+ 0.78	XWDIX

High negative correlations

EMSLX	- 0.52	USMIX
XWDIX	- 0.51	USMIX
CDHIX	- 0.49	USMIX
USMIX	- 0.48	REMVX
USMIX	- 0.26	PIEFX
USMIX	- 0.26	ZEMIX

Risk-Adjusted Indicators

There is a big difference between Aristotlesaul Mutual Fund performing well and Aristotlesaul Global 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 Aristotlesaul Global'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
ZEMIX	0.72	0.07	0.01	(1.84)	0.91	(0.76)	1.52	(1.96)	4.38
REMVX	0.86	0.00	(0.04)	0.05	1.03	(0.97)	1.74	(1.98)	6.85
PIEFX	0.70	0.04	(0.03)	(0.28)	0.80	(0.84)	1.82	(1.32)	4.54
USMIX	0.88	(0.14)	0.00	(0.05)	0.00	0.00	1.70	(1.29)	15.50
XWDIX	0.17	(0.04)	0.00	18.01	0.00	0.00	0.32	(0.38)	1.39
CDHIX	0.60	(0.08)	0.00	(0.15)	0.00	0.00	1.23	(1.08)	3.93
EMSLX	0.72	(0.01)	0.00	(1.95)	0.00	0.00	1.76	(1.08)	6.36

Unable to evaluate fundamental data of [ZEMIX, REMVX, PIEFX, USMIX, XWDIX, CDHIX, EMSLX] at this time. Please try again later

All Fundamental Data

Aristotlesaul Global Competitive Analysis

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

	ARIOX	ZEMIX	REMVX	PIEFX	USMIX	XWDIX	CDHIX	EMSLX
	0.44 11.37 Aristotlesaul	0.27 11.02 Investec	1.06 8.44 Rbc	0.63 15.81 Pnc	1.05 21.65 Extended	0.13 15.47 Western	0.48 31.02 Calvert	0.45 17.54 Shelton
Market Volatility (90 Days Market Risk)	Somewhat reliable	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Insignificant	Weak	Weak	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	About Average	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Over Valued	Fairly Valued	Over Valued	Under 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	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Cautious Hold	Strong Sell	Strong Hold	Strong Buy	Hold	Sell
Net Asset	54.12 M	253.45 M	59.32 M	64.61 M	723.76 M	N/A	829.78 M	26.47 M
Minimum Initial Investment	N/A	N/A	250 K	1000 K	3 K	N/A	N/A	N/A
Price To Book	N/A	N/A	N/A	N/A	2.04 X	N/A	N/A	N/A
Five Year Return	N/A	2.72 %	4.81 %	5.39 %	11.75 %	N/A	6.62 %	N/A
One Year Return	N/A	19.73 %	15.17 %	20.29 %	26.25 %	N/A	11.61 %	N/A
Last Dividend Paid	N/A	0.14	0.03	0.05	N/A	0.12	0.35	0.04
Price To Earning	N/A	N/A	N/A	N/A	20.43 X	N/A	N/A	N/A
Price To Sales	N/A	N/A	N/A	N/A	1.26 X	N/A	N/A	N/A
Cash Position Weight	N/A	2.08 %	2.29 %	4.43 %	0.31 %	N/A	0.14 %	5.15 %
Equity Positions Weight	N/A	97.92 %	97.71 %	95.57 %	99.69 %	N/A	99.76 %	94.85 %
Three Year Return	N/A	(0.30) %	0.34 %	(5.66) %	4.57 %	N/A	2.61 %	N/A
Annual Yield	N/A	0.02 %	0.04 %	0.01 %	0.01 %	N/A	0.02 %	0.01 %
Year To Date Return	N/A	15.22 %	9.15 %	16.30 %	18.10 %	N/A	8.44 %	N/A
Ten Year Return	N/A	N/A	N/A	N/A	10.54 %	N/A	N/A	N/A
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	11.37	11.02	8.44	15.81	21.65	15.47	31.02	17.54
Period Momentum Indicator	(0.05)	(0.03)	(0.09)	(0.10)	(0.23)	(0.02)	(0.15)	(0.08)
Rate Of Daily Change	1.0	1.0	0.99	0.99	0.99	1.0	1.0	1.0
Day Median Price	11.37	11.02	8.44	15.81	21.65	15.47	31.02	17.54
Price Action Indicator	(0.03)	(0.01)	(0.04)	(0.05)	(0.12)	(0.01)	(0.07)	(0.04)
Coefficient Of Variation	(736.06)	1248.0	5086.03	2093.47	(3,329)	(917.88)	(1,656)	(29,894)
Mean Deviation	0.9431	0.723	0.8594	0.6998	0.8808	0.172	0.6012	0.724
Jensen Alpha	(0.51)	0.0717	(0)	0.0425	(0.14)	(0.04)	(0.08)	(0.01)
Total Risk Alpha	(0.71)	(0.01)	(0.08)	(0.04)	(0.20)	(0.06)	(0.12)	(0.09)
Sortino Ratio	N/A	0.0116	(0.04)	(0.03)	N/A	N/A	N/A	N/A
Downside Variance	N/A	1.04	1.27	0.8004	N/A	N/A	N/A	N/A
Standard Deviation	3.26	0.9928	1.16	0.9464	1.69	0.2553	0.7641	1.02
Kurtosis	61.27	1.74	1.86	0.4243	27.91	4.77	1.01	2.94
Potential Upside	1.02	1.52	1.74	1.82	1.7	0.3243	1.23	1.76
Treynor Ratio	(0.49)	(1.84)	0.053	(0.28)	(0.05)	18.01	(0.15)	(1.95)
Maximum Drawdown	27.58	4.38	6.85	4.54	15.5	1.39	3.93	6.36
Variance	10.62	0.9856	1.36	0.8957	2.87	0.0652	0.5839	1.05
Market Risk Adjusted Performance	(0.48)	(1.83)	0.063	(0.27)	(0.04)	18.02	(0.14)	(1.94)
Risk Adjusted Performance	(0.09)	0.0608	0.018	0.037	(0.02)	(0.1)	(0.04)	5.0E-4
Skewness	(7.69)	0.2716	0.4799	0.2053	(3.98)	(1.63)	0.6395	(0.56)
Semi Deviation	N/A	0.9069	1.03	0.8017	N/A	N/A	N/A	N/A
Information Ratio	(0.16)	0.0119	(0.04)	(0.02)	(0.07)	(0.37)	(0.15)	(0.07)
Value At Risk	(1.08)	(1.96)	(1.98)	(1.32)	(1.29)	(0.38)	(1.08)	(1.08)
Expected Short fall	N/A	(0.76)	(0.97)	(0.84)	N/A	N/A	N/A	N/A
Downside Deviation	N/A	1.02	1.13	0.8947	N/A	N/A	N/A	N/A
Semi Variance	N/A	0.8224	1.07	0.6428	N/A	N/A	N/A	N/A

Aristotlesaul Global Competition Performance Charts

Five steps to successful analysis of Aristotlesaul Global Competition

Aristotlesaul Global'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 Aristotlesaul Global in relation to its competition. Aristotlesaul Global's competition analysis typically involves several steps, including:

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

In addition to having Aristotlesaul Global 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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Utilities - Regulated Electric

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities - Regulated Electric theme has 7 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 Utilities - Regulated Electric Theme or any other thematic opportunities.

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Other Information on Investing in Aristotlesaul Mutual Fund

Aristotlesaul Global financial ratios help investors to determine whether Aristotlesaul 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 Aristotlesaul with respect to the benefits of owning Aristotlesaul Global security.

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