Paradigm Select Competition

Mutual Funds . USA . 
Fund . Paradigm Select Fund
PFSLX Fund  USD 84.73  0.31  0.37%   
Paradigm Select competes with Paradigm Value, Needham Small, Parnassus Endeavor, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Mid-Cap Blend category and is part of Paradigm Funds family. Analyzing Paradigm Select 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 Paradigm Select to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Paradigm Select 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 Paradigm Select competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
83.3884.4285.46
Details
Intrinsic
Valuation
LowRealHigh
82.8583.8984.93
Details

Paradigm Select Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Paradigm Select 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 Paradigm 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 Paradigm Select does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
NESGX
+ 0.88
PVFAX
OSHDF
+ 0.88
VIASP
RRTLX
+ 0.8
LBHIX
RRTLX
+ 0.79
PVFAX
LBHIX
+ 0.77
PVFAX
RRTLX
+ 0.75
NESGX
  
High negative correlations   
VIASP
- 0.03
MSTSX
70082LAB3
- 0.0
AQUI
OSHDF
- 0.0
AQUI
RRTLX
- 0.0
AQUI
VIASP
- 0.0
AQUI
LBHIX
- 0.0
AQUI

Risk-Adjusted Indicators

There is a big difference between Paradigm Mutual Fund performing well and Paradigm Select 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 Paradigm Select'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PVFAX  0.86  0.11  0.05  0.68  0.83 
(0.96)
 1.94 
(1.71)
 6.74 
NESGX  1.23  0.05  0.06  0.11  1.12 
(1.51)
 2.49 
(2.25)
 6.76 
PARWX  0.59 (0.09) 0.00 (0.04) 0.00 
 0.00 
 1.17 
(0.93)
 7.86 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.45  0.04 (0.07) 1.56  0.43 
(0.58)
 1.21 
(0.84)
 2.80 
LBHIX  0.10  0.00 (0.29) 0.08  0.00 
(0.25)
 0.24 
(0.24)
 0.71 
VIASP  0.75  0.13  0.04 (2.07) 1.06 
(0.84)
 2.28 
(1.20)
 7.18 
RRTLX  0.22  0.01 (0.22) 0.20  0.21 
(0.25)
 0.48 
(0.47)
 1.36 
OSHDF  39.65  21.76  0.00 (0.92) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  0.66  0.08  0.00  1.35  0.95 
(0.79)
 1.75 
(0.78)
 6.86 
All Fundamental Data

Paradigm Select Competitive Analysis

The better you understand Paradigm Select competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Paradigm Select'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 Paradigm Select'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
PFSLX PVFAX NESGX PARWX AQUI MSTSX LBHIX VIASP RRTLX OSHDF
 0.37 
 84.73 
Paradigm
 0.59 
 65.33 
Paradigm
 1.09 
 19.52 
Needham
 0.05 
 55.26 
Parnassus
 0.00 
 0.01 
Aquagold
 0.17 
 11.80 
Morningstar
 0.23 
 4.25 
Thrivent
 0.90 
 22.46 
Via
 0.24 
 12.64 
RRTLX
 0.00 
 0.01 
Oshidori
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
OK
Modest
OK
Very Weak
Very Weak
Insignificant
Insignificant
Modest
Insignificant
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Above Average
Low
Above Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over 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)
Cautious Hold
Cautious Hold
Strong Hold
Strong Hold
Strong Sell
Hold
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
Net Asset
104.86 M
48.8 M
172.08 M
4.69 B
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
Price To Book
2.15
1.76
1.54
2.2
N/A
N/A
1.58
N/A
2.13
0.005
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
Five Year Return
13.98
10.62
11.15
14.01
N/A
8.28
3.43
8.97
0.0406
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
27.47
19.4
27.04
19.03
N/A
16.51
10.84
N/A
0.067
N/A
Beta
N/A
N/A
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
Cash Position Weight
7.45
5.91
1.65
3.79
N/A
14.28
6.56
N/A
7.22
N/A
Equity Positions Weight
92.55
94.09
98.35
96.21
N/A
61.63
0.07
N/A
38.52
N/A
Number Of Employees
1
1
1
1
7
1
1
169
1
31
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
Three Year Return
5.93
3.32
-4.0
5.92
N/A
7.26
2.94
N/A
0.0491
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
Annual Yield
0.0025
N/A
N/A
0.0101
N/A
0.0204
0.0612
0.0972
0.0206
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
92.23
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
2.5 K
2.5 K
2 K
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
N/A
55.49 M
3.11 B
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
Last Dividend Paid
N/A
0.04
N/A
0.34
N/A
N/A
0.02
0.73
0.14
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
Price To Earning
20.71
16.82
23.26
15.39
-0.22
N/A
35.48
26.83
18.25
N/A
Price To Sales
0.89
0.79
0.85
1.5
N/A
N/A
1.23
N/A
1.57
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
Year To Date Return
22.15
16.57
17.89
16.29
N/A
13.79
7.84
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
Ten Year Return
10.82
7.72
12.12
12.72
N/A
N/A
6.0
N/A
5.76
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
Day Typical Price
84.73
65.33
19.52
55.26
0.006
11.8
4.25
22.31
12.64
0.01
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
230.01
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
0.0
(9,223,372,036,855)
(9,223,372,036,855)
0.4167
(9,223,372,036,855)
0.0
Period Momentum Indicator
0.31
0.38
0.21
0.03
N/A
(0.02)
(0.01)
0.2
(0.03)
N/A
Rate Of Daily Change
1.0
1.01
1.01
1.0
1.0
1.0
1.0
1.01
1.0
1.0
Day Median Price
84.73
65.33
19.52
55.26
0.006
11.8
4.25
22.24
12.64
0.01
Price Action Indicator
0.16
0.19
0.11
0.015
N/A
(0.01)
(0.01)
0.32
(0.01)
N/A
Coefficient Of Variation
823.22
886.98
911.56
(4,252)
N/A
1206.74
1066.12
855.98
1343.72
812.4
Mean Deviation
0.8103
0.8582
1.23
0.5915
N/A
0.4524
0.1012
0.7529
0.221
39.65
Jensen Alpha
0.1074
0.1086
0.0479
(0.09)
N/A
0.0368
4.0E-4
0.1301
0.0067
21.76
Total Risk Alpha
0.008
(0.0001)
(0)
(0.14)
N/A
(0.02)
(0.01)
0.0045
(0.02)
3.06
Sortino Ratio
0.0448
0.0478
0.0643
N/A
N/A
(0.07)
(0.29)
0.0383
(0.22)
N/A
Downside Variance
0.8769
0.9617
1.55
N/A
N/A
0.3074
0.0608
1.72
0.0889
N/A
Standard Deviation
1.05
1.17
1.51
0.9828
N/A
0.5871
0.154
1.16
0.2809
163.54
Kurtosis
0.6677
3.49
(0.03)
20.14
N/A
0.1403
0.3897
5.56
0.0492
66.0
Potential Upside
1.75
1.94
2.49
1.17
N/A
1.21
0.237
2.28
0.4792
N/A
Treynor Ratio
0.9018
0.6767
0.1089
(0.04)
N/A
1.56
0.0829
(2.07)
0.1955
(0.92)
Maximum Drawdown
5.18
6.74
6.76
7.86
N/A
2.8
0.7081
7.18
1.36
1328.57
Variance
1.1
1.38
2.28
0.9659
N/A
0.3447
0.0237
1.35
0.0789
26743.97
Market Risk Adjusted Performance
0.9118
0.6867
0.1189
(0.03)
N/A
1.57
0.0929
(2.06)
0.2055
(0.91)
Risk Adjusted Performance
0.0908
0.0853
0.0844
(0.01)
N/A
0.0575
0.0308
0.0881
0.038
0.0988
Skewness
0.4987
1.05
0.4568
(3.27)
N/A
0.3734
0.286
(0.98)
0.1261
8.12
Semi Deviation
0.7724
0.83
1.12
N/A
N/A
0.4274
0.0
1.06
0.2141
N/A
Information Ratio
0.04
0.04
0.0532
(0.11)
N/A
(0.06)
(0.46)
0.0433
(0.23)
0.1226
Value At Risk
(1.51)
(1.71)
(2.25)
(0.93)
N/A
(0.84)
(0.24)
(1.20)
(0.47)
N/A
Expected Short fall
(0.88)
(0.96)
(1.51)
N/A
N/A
(0.58)
(0.25)
(0.84)
(0.25)
N/A
Downside Deviation
0.9364
0.9807
1.25
N/A
N/A
0.5545
0.2467
1.31
0.2982
N/A
Semi Variance
0.5966
0.689
1.26
N/A
N/A
0.1827
(0)
1.13
0.0458
N/A

Paradigm Select Competition Performance Charts

Five steps to successful analysis of Paradigm Select Competition

Paradigm Select'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 Paradigm Select in relation to its competition. Paradigm Select's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Paradigm Select 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 Paradigm Select's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Paradigm Select, 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 Paradigm Select position

In addition to having Paradigm Select 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.

Did You Try This Idea?

Run ISP Thematic Idea Now

ISP
ISP Theme
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 39 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 ISP Theme or any other thematic opportunities.
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Other Information on Investing in Paradigm Mutual Fund

Paradigm Select financial ratios help investors to determine whether Paradigm 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 Paradigm with respect to the benefits of owning Paradigm Select security.
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