Catholic Responsible Competition

CMPVX Fund

USD 10.90 0.03 0.27%

Catholic Responsible competes with Catholic Responsible, Catholic Responsible, Catholic Responsible, Catholic Responsible, and Catholic Responsible; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Catholic Responsible Investments Funds family. Analyzing Catholic Responsible 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 Catholic Responsible to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Catholic Responsible 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 Catholic Responsible 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 Catholic Responsible'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
10.48	10.90	11.32

Details

Intrinsic

Valuation

Low	Real	High
10.45	10.87	11.29

Details

Catholic Responsible Competition Correlation Matrix

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

	CMMVX	CMMSX	CMNVX	CMNSX	CMPVX	CMPSX	CMUVX	CMUSX	CRBSX	CRHSX
CMMVX		1.0	0.97	0.97	0.99	0.99	0.99	0.99	-0.31	0.63	CMMVX
CMMSX	1.0		0.97	0.97	0.99	0.99	1.0	1.0	-0.32	0.63	CMMSX
CMNVX	0.97	0.97		1.0	0.98	0.98	0.94	0.94	-0.06	0.43	CMNVX
CMNSX	0.97	0.97	1.0		0.98	0.98	0.95	0.94	-0.07	0.44	CMNSX
CMPVX	0.99	0.99	0.98	0.98		1.0	0.99	0.98	-0.23	0.56	CMPVX
CMPSX	0.99	0.99	0.98	0.98	1.0		0.99	0.99	-0.24	0.57	CMPSX
CMUVX	0.99	1.0	0.94	0.95	0.99	0.99		1.0	-0.39	0.68	CMUVX
CMUSX	0.99	1.0	0.94	0.94	0.98	0.99	1.0		-0.4	0.69	CMUSX
CRBSX	-0.31	-0.32	-0.06	-0.07	-0.23	-0.24	-0.39	-0.4		-0.88	CRBSX
CRHSX	0.63	0.63	0.43	0.44	0.56	0.57	0.68	0.69	-0.88		CRHSX
	CMMVX	CMMSX	CMNVX	CMNSX	CMPVX	CMPSX	CMUVX	CMUSX	CRBSX	CRHSX

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High positive correlations

CMMSX	+ 1.0	CMMVX
CMUVX	+ 1.0	CMMSX
CMUSX	+ 1.0	CMMSX
CMNSX	+ 1.0	CMNVX
CMPSX	+ 1.0	CMPVX
CMUSX	+ 1.0	CMUVX

High negative correlations

CRHSX	- 0.88	CRBSX
CRBSX	- 0.4	CMUSX
CRBSX	- 0.39	CMUVX
CRBSX	- 0.32	CMMSX
CRBSX	- 0.31	CMMVX
CRBSX	- 0.24	CMPSX

Risk-Adjusted Indicators

There is a big difference between Catholic Mutual Fund performing well and Catholic Responsible 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 Catholic Responsible'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
CMMVX	0.32	0.01	(0.09)	0.11	0.32	(0.34)	0.64	(0.55)	2.22
CMMSX	0.32	0.01	(0.09)	0.11	0.30	(0.36)	0.65	(0.55)	2.22
CMNVX	0.26	(0.01)	(0.19)	0.07	0.25	(0.29)	0.57	(0.48)	1.72
CMNSX	0.26	(0.01)	(0.20)	0.07	0.23	(0.29)	0.57	(0.47)	1.72
CMPVX	0.33	0.00	(0.12)	0.09	0.32	(0.37)	0.66	(0.65)	2.25
CMPSX	0.32	0.00	(0.12)	0.09	0.31	(0.36)	0.66	(0.56)	2.25
CMUVX	0.39	0.01	(0.06)	0.11	0.37	(0.44)	0.74	(0.72)	2.74
CMUSX	0.38	0.01	(0.05)	0.11	0.37	(0.43)	0.74	(0.72)	2.65
CRBSX	0.22	(0.05)	0.00	8.01	0.00	0.00	0.47	(0.47)	1.30
CRHSX	0.03	0.00	0.00	(2.79)	0.00	0.00	0.10	0.00	0.40

Unable to evaluate fundamental data of [CMMVX, CMMSX, CMNVX, CMNSX, CMPVX, CMPSX, CMUVX, CMUSX, CRBSX, CRHSX] at this time. Please try again later

All Fundamental Data

Catholic Responsible Competitive Analysis

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

	CMPVX	CMMVX	CMMSX	CMNVX	CMNSX	CMPSX	CMUVX	CMUSX	CRBSX	CRHSX
	0.27 10.90 Catholic	0.18 11.13 Catholic	0.18 11.14 Catholic	0.19 10.63 Catholic	0.28 10.64 Catholic	0.27 10.91 Catholic	0.26 11.30 Catholic	0.26 11.32 Catholic	0.35 8.47 Catholic	0.1 10.06 Catholic
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	OK	OK	Modest	Modest	OK	OK	OK	Very Weak	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Strong Hold	Hold	Hold	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Cautious Hold
Cash Position Weight	2.87	N/A	N/A	N/A	N/A	2.87	N/A	N/A	N/A	N/A
Equity Positions Weight	55.78	N/A	N/A	N/A	N/A	55.78	N/A	N/A	N/A	N/A
Three Year Return	3.73	4.61	4.75	3.15	3.3	3.87	5.14	5.31	-1.32	N/A
Net Asset	961.29 M	449.45 M	449.45 M	127.66 M	127.66 M	1.04 B	285.96 M	285.96 M	N/A	N/A
Annual Yield	0.0179	0.0201	0.0214	0.0224	0.0236	0.0191	0.0155	0.0167	0.0013	N/A
Year To Date Return	13.07	14.98	15.08	11.54	11.65	13.17	16.37	16.58	4.22	N/A
One Year Return	14.9	16.91	17.06	13.15	13.28	14.92	18.48	18.74	6.6	N/A
Bond Positions Weight	2.05	N/A	N/A	N/A	N/A	2.05	N/A	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)	(9,223,372,036,855)	9.2 T
Day Typical Price	10.9	11.13	11.14	10.63	10.64	10.91	11.3	11.32	8.47	10.06
Period Momentum Indicator	(0.03)	(0.02)	(0.02)	(0.02)	(0.03)	(0.03)	(0.03)	(0.03)	(0.03)	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	10.9	11.13	11.14	10.63	10.64	10.91	11.3	11.32	8.47	10.06
Price Action Indicator	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)	0.005
Coefficient Of Variation	842.41	700.83	688.85	931.49	924.6	826.56	697.76	679.9	(676.57)	402.84
Mean Deviation	0.3296	0.3201	0.3218	0.2583	0.2563	0.3208	0.3869	0.3794	0.2248	0.0313
Jensen Alpha	(0)	0.0078	0.009	(0.01)	(0.01)	(0)	0.0103	0.0126	(0.05)	0.0037
Total Risk Alpha	(0.01)	(0)	(0)	(0.02)	(0.02)	(0.01)	(0.0003)	0.0015	(0.09)	(0)
Sortino Ratio	(0.12)	(0.09)	(0.09)	(0.19)	(0.20)	(0.12)	(0.06)	(0.05)	N/A	N/A
Downside Variance	0.1864	0.1904	0.1977	0.1199	0.1099	0.1757	0.2438	0.271	N/A	N/A
Standard Deviation	0.4241	0.4145	0.4169	0.3273	0.3245	0.4155	0.5071	0.5026	0.2952	0.0549
Kurtosis	0.7887	0.8617	0.7814	0.5012	0.5666	0.9286	1.33	1.37	1.42	15.57
Potential Upside	0.6635	0.6358	0.6536	0.5687	0.5682	0.6629	0.7421	0.7414	0.4673	0.1
Treynor Ratio	0.0861	0.1072	0.1096	0.0733	0.0726	0.0864	0.1077	0.1122	8.01	(2.79)
Maximum Drawdown	2.25	2.22	2.22	1.72	1.72	2.25	2.74	2.65	1.3	0.3982
Variance	0.1799	0.1718	0.1738	0.1071	0.1053	0.1726	0.2571	0.2526	0.0872	0.003
Market Risk Adjusted Performance	0.0961	0.1172	0.1196	0.0833	0.0826	0.0964	0.1177	0.1222	8.02	(2.78)
Risk Adjusted Performance	0.079	0.096	0.0979	0.0657	0.0661	0.0803	0.0996	0.1022	(0.12)	0.058
Skewness	0.0458	0.0097	0.0206	(0.02)	0.0445	0.1021	0.2208	0.0893	0.2863	(2.17)
Semi Deviation	0.323	0.3193	0.2984	0.2458	0.2305	0.309	0.369	0.3747	N/A	N/A
Information Ratio	(0.12)	(0.1)	(0.09)	(0.20)	(0.20)	(0.12)	(0.05)	(0.05)	(0.49)	(1.57)
Value At Risk	(0.65)	(0.55)	(0.55)	(0.48)	(0.47)	(0.56)	(0.72)	(0.72)	(0.47)	N/A
Expected Short fall	(0.37)	(0.34)	(0.36)	(0.29)	(0.29)	(0.36)	(0.44)	(0.43)	N/A	N/A
Downside Deviation	0.4317	0.4363	0.4447	0.3463	0.3315	0.4192	0.4937	0.5206	N/A	N/A
Semi Variance	0.1043	0.1019	0.0891	0.0604	0.0531	0.0955	0.1362	0.1404	N/A	N/A

Catholic Responsible Competition Performance Charts

Five steps to successful analysis of Catholic Responsible Competition

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

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

In addition to having Catholic Responsible 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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Companies providing management services to businesses. The Management theme has 39 constituents at this time.

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Other Information on Investing in Catholic Mutual Fund

Catholic Responsible financial ratios help investors to determine whether Catholic 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 Catholic with respect to the benefits of owning Catholic Responsible security.

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