Issachar Fund Competition

LIONX Fund

USD 9.95 0.01 0.10%

Issachar Fund Issachar competes with Issachar Fund, Franklin Vertible, Aggressive Growth, and Fidelity Vertible; as well as few others. The fund is listed under Tactical Allocation category and is part of Issachar Fund family. Analyzing Issachar Fund 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 Issachar Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Issachar Fund 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 Issachar Fund competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
8.95	9.96	10.97

Details

Intrinsic

Valuation

Low	Real	High
9.30	10.31	11.32

Details

Issachar Fund Competition Correlation Matrix

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

	LIOTX	LIONX	FCSZX	PAGHX	FICVX	DWOIX	HIMGX	FFRCX	QALGX	FLICX
LIOTX		0.95	0.93	0.76	0.95	0.89	0.9	0.88	0.88	0.85	LIOTX
LIONX	0.95		0.94	0.83	0.92	0.92	0.92	0.88	0.9	0.8	LIONX
FCSZX	0.93	0.94		0.78	0.97	0.94	0.96	0.9	0.95	0.88	FCSZX
PAGHX	0.76	0.83	0.78		0.73	0.86	0.75	0.76	0.78	0.53	PAGHX
FICVX	0.95	0.92	0.97	0.73		0.92	0.95	0.9	0.92	0.93	FICVX
DWOIX	0.89	0.92	0.94	0.86	0.92		0.95	0.88	0.96	0.81	DWOIX
HIMGX	0.9	0.92	0.96	0.75	0.95	0.95		0.85	0.97	0.89	HIMGX
FFRCX	0.88	0.88	0.9	0.76	0.9	0.88	0.85		0.85	0.85	FFRCX
QALGX	0.88	0.9	0.95	0.78	0.92	0.96	0.97	0.85		0.84	QALGX
FLICX	0.85	0.8	0.88	0.53	0.93	0.81	0.89	0.85	0.84		FLICX
	LIOTX	LIONX	FCSZX	PAGHX	FICVX	DWOIX	HIMGX	FFRCX	QALGX	FLICX

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Risk-Adjusted Indicators

There is a big difference between Issachar Mutual Fund performing well and Issachar Fund 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 Issachar 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
LIOTX	0.71	0.10	0.07	0.38	0.99	(0.78)	1.33	(1.70)	6.56
LIONX	0.71	0.07	0.06	0.12	0.99	(0.79)	1.31	(1.71)	6.51
FCSZX	0.42	0.03	0.03	0.10	0.63	(0.45)	0.97	(0.62)	3.81
PAGHX	0.89	0.09	0.06	0.12	1.34	(0.93)	1.45	(1.85)	8.27
FICVX	0.51	0.09	0.09	0.72	0.57	(0.58)	1.09	(0.71)	4.28
DWOIX	0.79	0.07	0.05	0.10	1.23	(0.73)	1.67	(2.27)	6.27
HIMGX	0.85	0.07	0.05	0.09	1.18	(0.88)	1.63	(1.95)	6.88
FFRCX	0.06	0.01	0.00	(1.62)	0.00	0.00	0.11	(0.11)	0.98
QALGX	0.76	0.06	0.04	0.09	1.29	(0.68)	1.48	(2.15)	6.70
FLICX	0.69	0.18	0.16	4.78	0.69	(0.76)	1.69	(1.44)	5.24

Unable to evaluate fundamental data of [LIOTX, LIONX, FCSZX, PAGHX, FICVX, DWOIX, HIMGX, FFRCX, QALGX, FLICX] at this time. Please try again later

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Issachar Fund Competitive Analysis

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

	LIONX	LIOTX	FCSZX	PAGHX	FICVX	DWOIX	HIMGX	FFRCX	QALGX	FLICX
	0.10 9.95 Issachar	0.91 10.03 Issachar	0.04 23.22 Franklin	1.40 96.91 Aggressive	0.30 36.66 Fidelity	0.73 20.74 Dreyfus	0.83 4.86 Harbor	0.21 9.30 Fidelity	1.14 34.72 Federated	0.38 39.88 Deutsche
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Modest	Modest	Modest	Modest	Good	Modest	OK	Solid	Modest	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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)	Buy	Hold	Strong Hold	Buy	Strong Hold	Strong Hold	Strong Hold	Sell	Strong Hold	Strong Buy
Net Asset	18.15 M	14.57 M	4.13 B	26.37 M	1.43 B	1.87 B	81.09 M	12.48 B	526.9 M	83.97 M
Minimum Initial Investment	N/A	100 K	100 K	N/A	N/A	N/A	N/A	N/A	N/A	1000 K
Price To Book	1.07	N/A	2.06	N/A	2.44	4.41	3.76	5.3	3.89	2.16
Five Year Return	0.85	N/A	11.48	19.61	11.39	16.32	6.96	4.34	21.08	10.19
One Year Return	1.22	N/A	18.42	46.85	16.72	29.67	21.92	7.29	39.87	39.0
Last Dividend Paid	N/A	N/A	0.06	N/A	0.11	N/A	N/A	0.02	N/A	0.08
Price To Earning	16.46	N/A	15.32	N/A	7.63	1.71	39.2	8.02	14.28	17.17
Price To Sales	1.96	N/A	1.72	N/A	2.03	2.21	2.87	1.01	1.26	1.45
Cash Position Weight	100.0	100.0	4.92	3.63	1.92	4.38	3.7	4.51	2.0	1.07
Equity Positions Weight	N/A	N/A	9.66	96.36	17.98	95.62	96.29	1.52	98.0	96.29
Three Year Return	-2.68	N/A	3.75	14.96	3.98	6.67	-3.13	5.6	15.03	6.28
Annual Yield	N/A	N/A	0.0109	N/A	0.0264	N/A	N/A	0.0726	N/A	N/A
Year To Date Return	3.3	N/A	17.22	44.14	15.61	29.51	19.85	6.99	38.33	37.0
Bond Positions Weight	N/A	N/A	N/A	N/A	0.44	N/A	N/A	8.92	N/A	0.75
Ten Year Return	N/A	N/A	11.39	9.5	8.95	14.84	14.08	2.25	14.02	9.79
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Day Typical Price	9.95	10.03	23.22	96.91	36.66	20.74	4.86	9.3	34.72	39.88
Period Momentum Indicator	(0.01)	0.09	(0.01)	1.34	0.11	0.15	0.04	(0.02)	0.39	0.15
Rate Of Daily Change	1.0	1.01	1.0	1.01	1.0	1.01	1.01	1.0	1.01	1.0
Day Median Price	9.95	10.03	23.22	96.91	36.66	20.74	4.86	9.3	34.72	39.88
Price Action Indicator	(0.01)	0.045	(0.01)	0.67	0.055	0.075	0.02	(0.01)	0.2	0.075
Coefficient Of Variation	992.44	899.46	1196.43	1056.98	669.91	1128.6	1118.87	504.6	1224.31	480.52
Mean Deviation	0.7085	0.7115	0.4224	0.8862	0.5077	0.7943	0.8502	0.0633	0.7606	0.6919
Jensen Alpha	0.0732	0.0952	0.0315	0.0908	0.0871	0.0679	0.0659	0.0149	0.0592	0.1836
Total Risk Alpha	0.0616	0.0721	0.0236	0.0744	0.0704	0.0562	0.0575	0.0111	0.0481	0.1572
Sortino Ratio	0.0586	0.0676	0.0267	0.0612	0.0944	0.0468	0.0501	N/A	0.0391	0.163
Downside Variance	1.34	1.34	0.4806	2.11	0.5015	1.97	1.8	N/A	2.15	0.9798
Standard Deviation	1.0	1.0	0.6179	1.29	0.6699	1.12	1.12	0.1247	1.11	0.9345
Kurtosis	4.13	4.47	5.58	4.27	3.49	2.02	1.81	20.47	3.3	1.63
Potential Upside	1.31	1.33	0.9696	1.45	1.09	1.67	1.63	0.1086	1.48	1.69
Treynor Ratio	0.1193	0.3789	0.0954	0.1221	0.7154	0.0982	0.0856	(1.62)	0.0876	4.78
Maximum Drawdown	6.51	6.56	3.81	8.27	4.28	6.27	6.88	0.9805	6.7	5.24
Variance	1.0	1.0	0.3819	1.67	0.4487	1.24	1.26	0.0156	1.23	0.8734
Market Risk Adjusted Performance	0.1293	0.3889	0.1054	0.1321	0.7254	0.1082	0.0956	(1.61)	0.0976	4.79
Risk Adjusted Performance	0.0819	0.0902	0.0634	0.0788	0.1164	0.0731	0.0738	0.1035	0.0676	0.1664
Skewness	(1.07)	(1.14)	(1.41)	(1.09)	(0.90)	(0.95)	(0.72)	3.7	(1.21)	(0.53)
Semi Deviation	0.9906	0.9876	0.6295	1.34	0.5659	1.23	1.18	N/A	1.29	0.69
Information Ratio	0.0676	0.0781	0.0299	0.0689	0.0998	0.0589	0.0598	(0.07)	0.0518	0.1726
Value At Risk	(1.71)	(1.70)	(0.62)	(1.85)	(0.71)	(2.27)	(1.95)	(0.11)	(2.15)	(1.44)
Expected Short fall	(0.79)	(0.78)	(0.45)	(0.93)	(0.58)	(0.73)	(0.88)	N/A	(0.68)	(0.76)
Downside Deviation	1.16	1.16	0.6932	1.45	0.7082	1.4	1.34	N/A	1.47	0.9898
Semi Variance	0.9812	0.9754	0.3963	1.78	0.3202	1.51	1.38	N/A	1.66	0.4761

Issachar Fund Competition Performance Charts

Five steps to successful analysis of Issachar Fund Competition

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

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

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Other Information on Investing in Issachar Mutual Fund

Issachar Fund financial ratios help investors to determine whether Issachar 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 Issachar with respect to the benefits of owning Issachar Fund security.

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