Vy Franklin Competition

IIFIX Fund

USD 10.20 0.06 0.59%

Vy Franklin Income competes with Voya High, Inverse High, Alpine High, Guggenheim High, and Jpmorgan High; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of Voya family. Analyzing Vy Franklin 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 Vy Franklin to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vy Franklin 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 Vy Franklin competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.86	10.20	10.54

Details

Intrinsic

Valuation

Low	Real	High
9.86	10.20	10.54

Details

Vy Franklin Competition Correlation Matrix

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

	IMYCX	RYIHX	AHYMX	SHYIX	JYHRX	PXHAX	FAGIX
IMYCX		-0.41	0.81	0.8	0.72	0.95	0.61	IMYCX
RYIHX	-0.41		-0.21	-0.16	-0.14	-0.46	0.21	RYIHX
AHYMX	0.81	-0.21		0.72	0.65	0.75	0.66	AHYMX
SHYIX	0.8	-0.16	0.72		0.77	0.88	0.77	SHYIX
JYHRX	0.72	-0.14	0.65	0.77		0.75	0.86	JYHRX
PXHAX	0.95	-0.46	0.75	0.88	0.75		0.61	PXHAX
FAGIX	0.61	0.21	0.66	0.77	0.86	0.61		FAGIX
	IMYCX	RYIHX	AHYMX	SHYIX	JYHRX	PXHAX	FAGIX

Click cells to compare fundamentals

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High positive correlations

PXHAX	+ 0.95	IMYCX
PXHAX	+ 0.88	SHYIX
FAGIX	+ 0.86	JYHRX
AHYMX	+ 0.81	IMYCX
SHYIX	+ 0.8	IMYCX
JYHRX	+ 0.77	SHYIX

High negative correlations

PXHAX	- 0.46	RYIHX
RYIHX	- 0.41	IMYCX
AHYMX	- 0.21	RYIHX
SHYIX	- 0.16	RYIHX
JYHRX	- 0.14	RYIHX

Risk-Adjusted Indicators

There is a big difference between IIFIX Mutual Fund performing well and Vy Franklin 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 Vy Franklin'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
IMYCX	0.11	(0.02)	0.00	2.39	0.00	0.00	0.14	(0.29)	1.15
RYIHX	0.23	0.05	0.07	(0.18)	0.06	(0.30)	0.53	(0.38)	1.73
AHYMX	0.11	(0.01)	0.00	(0.41)	0.00	0.00	0.22	(0.22)	0.98
SHYIX	0.11	(0.01)	(0.16)	1.40	0.12	(0.22)	0.25	(0.25)	1.23
JYHRX	0.11	(0.01)	0.00	(0.15)	0.00	0.00	0.15	(0.30)	0.91
PXHAX	0.11	(0.02)	0.00	(0.62)	0.00	0.00	0.17	(0.17)	0.99
FAGIX	0.20	0.01	(0.02)	0.28	0.23	(0.25)	0.40	(0.30)	2.05

Unable to evaluate fundamental data of [IMYCX, RYIHX, AHYMX, SHYIX, JYHRX, PXHAX, FAGIX] at this time. Please try again later

All Fundamental Data

Vy Franklin Competitive Analysis

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

	IIFIX	IMYCX	RYIHX	AHYMX	SHYIX	JYHRX	PXHAX	FAGIX
	0.59 10.20 IIFIX	0.14 6.92 Voya	0.30 50.04 Inverse	0.11 9.16 Alpine	0.12 8.11 Guggenheim	0.15 6.57 Jpmorgan	0.49 6.05 Pax	0.30 10.18 Fidelity
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Very Weak	Good	Very Weak	Weak	Very Weak	Very Weak	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly 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)	Hold	Hold	Sell	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold
Net Asset	413.7 M	531.36 M	9.57 M	136.28 M	190.06 M	9.32 B	573.08 M	11.52 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	2 M	N/A	N/A	N/A
Price To Book	1.96 X	N/A	N/A	N/A	0.84 X	N/A	0.99 X	2.57 X
Five Year Return	4.35 %	2.31 %	(1.46) %	0.66 %	4.08 %	4.02 %	2.63 %	6.66 %
One Year Return	13.96 %	7.67 %	(1.06) %	4.51 %	8.29 %	10.82 %	6.43 %	11.57 %
Last Dividend Paid	0.28	0.03	3.87	0.02	0.03	0.03	0.02	N/A
Price To Earning	16.85 X	N/A	N/A	N/A	9.59 X	N/A	N/A	15.93 X
Price To Sales	1.32 X	N/A	N/A	N/A	1.86 X	N/A	0.37 X	1.09 X
Cash Position Weight	(29.95) %	5.09 %	95.06 %	4.65 %	2.69 %	(0.44) %	3.34 %	8.78 %
Equity Positions Weight	26.32 %	0.45 %	N/A	N/A	2.30 %	4.15 %	0.25 %	20.01 %
Three Year Return	3.14 %	1.03 %	0.89 %	(0.90) %	3.40 %	3.42 %	1.01 %	4.49 %
Annual Yield	0.01 %	0 %	0.11 %	0 %	0.06 %	0.07 %	0.05 %	0.05 %
Year To Date Return	13.33 %	6.65 %	0.22 %	4.17 %	8.03 %	9.47 %	5.91 %	10.81 %
Bond Positions Weight	4.94 %	10.64 %	0.59 %	2.28 %	90.49 %	6.19 %	11.22 %	69.02 %
Ten Year Return	7.13 %	5.49 %	(8.91) %	N/A	5.88 %	5.55 %	5.10 %	6.90 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Day Typical Price	10.2	6.92	50.04	9.16	8.11	6.57	6.05	10.18
Period Momentum Indicator	0.06	0.01	0.15	0.01	0.01	(0.01)	(0.03)	0.03
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	10.2	6.92	50.04	9.16	8.11	6.57	6.05	10.18
Price Action Indicator	0.03	0.005	0.075	0.005	0.005	(0.01)	(0.01)	0.015
Coefficient Of Variation	2375.37	(1,539)	585.06	(5,715)	8780.01	(7,476)	(1,625)	1166.58
Mean Deviation	0.2256	0.1115	0.2292	0.1102	0.1113	0.1089	0.1087	0.2035
Jensen Alpha	(0)	(0.02)	0.0475	(0.01)	(0.01)	(0.01)	(0.02)	0.0132
Total Risk Alpha	(0.01)	(0.03)	0.0333	(0.02)	(0.01)	(0.02)	(0.02)	0.0061
Sortino Ratio	(0.04)	N/A	0.0676	N/A	(0.16)	N/A	N/A	(0.02)
Downside Variance	0.19	N/A	0.0794	N/A	0.0387	N/A	N/A	0.1386
Standard Deviation	0.3319	0.1658	0.3055	0.1798	0.1778	0.1625	0.1602	0.2847
Kurtosis	6.86	2.99	1.72	3.82	4.78	2.42	1.61	5.54
Potential Upside	0.499	0.1443	0.5302	0.2186	0.2475	0.1522	0.1653	0.3953
Treynor Ratio	0.0128	2.39	(0.18)	(0.41)	1.4	(0.15)	(0.62)	0.2781
Maximum Drawdown	2.35	1.15	1.73	0.9797	1.23	0.9064	0.986	2.05
Variance	0.1102	0.0275	0.0933	0.0323	0.0316	0.0264	0.0257	0.0811
Market Risk Adjusted Performance	0.0228	2.4	(0.17)	(0.40)	1.41	(0.14)	(0.61)	0.2881
Risk Adjusted Performance	0.0195	(0.09)	0.1195	(0.05)	(0.03)	(0.05)	(0.09)	0.0501
Skewness	(1.39)	(0.16)	0.5289	(1.17)	1.16	(0.96)	0.1263	(1.10)
Semi Deviation	0.3294	N/A	0.055	N/A	0.1185	N/A	N/A	0.2326
Information Ratio	(0.06)	(0.27)	0.0623	(0.20)	(0.18)	(0.22)	(0.27)	(0.03)
Value At Risk	(0.49)	(0.29)	(0.38)	(0.22)	(0.25)	(0.30)	(0.17)	(0.30)
Expected Short fall	(0.25)	N/A	(0.30)	N/A	(0.22)	N/A	N/A	(0.25)
Downside Deviation	0.4358	N/A	0.2817	N/A	0.1966	N/A	N/A	0.3723
Semi Variance	0.1085	N/A	0.003	N/A	0.014	N/A	N/A	0.0541

Vy Franklin Competition Performance Charts

Five steps to successful analysis of Vy Franklin Competition

Vy Franklin'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 Vy Franklin Income in relation to its competition. Vy Franklin's competition analysis typically involves several steps, including:

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

In addition to having Vy Franklin 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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Cross-sector collection of best publicly traded Israel entities that are expected to continue growing. The Israel Wall Street theme has 71 constituents at this time.

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Other Information on Investing in IIFIX Mutual Fund

Vy Franklin financial ratios help investors to determine whether IIFIX 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 IIFIX with respect to the benefits of owning Vy Franklin security.

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