Rbc Funds Competition

REVAX Fund

USD 8.33 0.01 0.12%

Rbc Funds Trust competes with Nationwide Growth, Ab Small, Tfa Alphagen, Vanguard Growth, and Small-midcap Dividend; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of RBC Global Asset Management. family. The entity is thematically classified as Hybrid Mix Funds. Analyzing Rbc Funds 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 Rbc Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Rbc Funds 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 Rbc Funds competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
7.20	8.40	9.60

Details

Intrinsic

Valuation

Low	Real	High
7.24	8.44	9.64

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Rbc Funds. Your research has to be compared to or analyzed against Rbc Funds' peers to derive any actionable benefits. When done correctly, Rbc Funds' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Rbc Funds Trust.

Rbc Funds Competition Correlation Matrix

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

	NMFAX	QUAIX	QLMSTX	TFAGX	VGIAX	PMDDX	GPSCX	MSSGX
NMFAX		0.97	0.93	0.99	0.99	0.93	0.85	0.86	NMFAX
QUAIX	0.97		0.97	0.96	0.97	0.95	0.9	0.88	QUAIX
QLMSTX	0.93	0.97		0.94	0.94	0.99	0.97	0.94	QLMSTX
TFAGX	0.99	0.96	0.94		0.99	0.93	0.87	0.87	TFAGX
VGIAX	0.99	0.97	0.94	0.99		0.94	0.88	0.89	VGIAX
PMDDX	0.93	0.95	0.99	0.93	0.94		0.96	0.95	PMDDX
GPSCX	0.85	0.9	0.97	0.87	0.88	0.96		0.94	GPSCX
MSSGX	0.86	0.88	0.94	0.87	0.89	0.95	0.94		MSSGX
	NMFAX	QUAIX	QLMSTX	TFAGX	VGIAX	PMDDX	GPSCX	MSSGX

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Risk-Adjusted Indicators

There is a big difference between Rbc Mutual Fund performing well and Rbc Funds 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 Rbc Funds' 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
NMFAX	0.55	(0.01)	(0.05)	0.10	0.66	(0.62)	1.13	(1.30)	3.64
QUAIX	0.94	0.02	0.05	0.13	1.03	(1.00)	1.92	(2.14)	6.76
QLMSTX	0.88	0.01	0.04	0.12	0.96	(0.93)	1.93	(1.65)	6.85
TFAGX	0.60	(0.02)	(0.03)	0.09	0.82	(0.64)	1.32	(1.38)	4.35
VGIAX	0.57	0.00	(0.02)	0.12	0.69	(0.62)	1.25	(1.44)	4.06
PMDDX	0.72	0.01	0.03	0.12	0.65	(0.86)	1.61	(1.31)	5.22
GPSCX	1.08	0.06	0.07	0.16	1.10	(1.21)	2.33	(1.84)	5.55
MSSGX	1.47	0.38	0.28	0.36	1.17	(1.77)	3.46	(2.26)	7.23

Unable to evaluate fundamental data of [NMFAX, QUAIX, QLMSTX, TFAGX, VGIAX, PMDDX, GPSCX, MSSGX] at this time. Please try again later

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Rbc Funds Competitive Analysis

The better you understand Rbc Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Rbc Funds' 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 Rbc Funds' competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	REVAX	NMFAX	QUAIX	QLMSTX	TFAGX	VGIAX	PMDDX	GPSCX	MSSGX
	0.12 8.33 Rbc	0.64 15.64 NATIONWIDE	0.52 78.67 QUAIX	0.45 28.83 Legg	0.71 11.33 Tfa	0.54 115.74 VANGUARD	0.39 20.57 Small-midcap	0.28 10.75 VICTORY	1.42 16.42 Small
Market Volatility (90 Days Market Risk)	Not too volatile	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Weak	Good	Good	Good	Good	Good	Good	Solid	Strong
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	About Average	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Under 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
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	66.36 M	1.2 B	1.9 B	N/A	38.55 M	11.42 B	1.28 B	38.13 M	446.7 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	250	50 K	N/A	N/A	N/A
Price To Book	N/A	3.81	3.99	N/A	N/A	2.51	N/A	3.36	3.16
Five Year Return	N/A	13.87	10.1	N/A	N/A	15.8	8.83	3.38	15.22
One Year Return	N/A	31.13	41.33	N/A	N/A	33.36	32.04	43.96	65.18
Last Dividend Paid	N/A	0.02	N/A	N/A	N/A	N/A	0.03	N/A	N/A
Price To Earning	N/A	18.34	28.88	N/A	N/A	17.81	N/A	24.8	47.34
Price To Sales	N/A	1.41	2.08	N/A	N/A	1.5	N/A	1.8	2.12
Cash Position Weight	N/A	-2.91	2.67	N/A	N/A	0.17	1.9	3.25	1.75
Equity Positions Weight	N/A	102.91	97.33	N/A	N/A	99.82	98.1	96.75	94.27
Three Year Return	N/A	6.87	-4.34	N/A	N/A	10.31	7.28	-5.73	-9.82
Annual Yield	0.034	0.0107	N/A	N/A	0.002	0.0094	0.0057	N/A	N/A
Year To Date Return	N/A	24.86	26.73	N/A	N/A	27.91	19.48	29.06	31.85
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	0.01	N/A	N/A	N/A
Ten Year Return	N/A	13.7	16.34	N/A	N/A	13.04	N/A	15.1	14.56
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	9.2 T	9.2 T
Day Typical Price	8.33	15.64	78.67	28.83	11.33	115.74	20.57	10.75	16.42
Period Momentum Indicator	(0.01)	0.1	(0.41)	0.13	0.08	0.62	0.08	0.03	0.23
Rate Of Daily Change	1.0	1.01	0.99	1.0	1.01	1.01	1.0	1.0	1.01
Day Median Price	8.33	15.64	78.67	28.83	11.33	115.74	20.57	10.75	16.42
Price Action Indicator	(0.01)	0.05	(0.20)	0.065	0.04	0.31	0.04	0.015	0.12
Coefficient Of Variation	(4,468)	835.9	666.04	695.16	917.88	738.83	656.46	619.55	321.04
Mean Deviation	0.8726	0.5496	0.9365	0.8765	0.5993	0.5712	0.7163	1.08	1.47
Jensen Alpha	(0.08)	(0.01)	0.0167	0.005	(0.02)	3.0E-4	0.0082	0.0616	0.3825
Total Risk Alpha	(0.22)	(0.03)	(0.01)	(0.02)	(0.05)	(0.02)	(0.01)	0.005	0.2878
Sortino Ratio	N/A	(0.05)	0.0516	0.0431	(0.03)	(0.02)	0.0267	0.0734	0.2802
Downside Variance	N/A	0.635	1.71	1.3	1.02	0.7151	0.6835	1.76	2.59
Standard Deviation	1.21	0.7442	1.28	1.21	0.8617	0.8075	0.9681	1.38	1.85
Kurtosis	1.67	1.59	1.89	3.55	3.08	2.07	3.97	0.4234	(0.13)
Potential Upside	1.86	1.13	1.92	1.93	1.32	1.25	1.61	2.33	3.46
Treynor Ratio	(0.11)	0.0978	0.127	0.119	0.0928	0.1157	0.1227	0.1624	0.3552
Maximum Drawdown	6.97	3.64	6.76	6.85	4.35	4.06	5.22	5.55	7.23
Variance	1.46	0.5538	1.65	1.47	0.7426	0.652	0.9372	1.9	3.43
Market Risk Adjusted Performance	(0.10)	0.1078	0.137	0.129	0.1028	0.1257	0.1327	0.1724	0.3652
Risk Adjusted Performance	(0.01)	0.0914	0.1191	0.1139	0.0846	0.1042	0.1188	0.1281	0.2445
Skewness	0.4174	(0.26)	0.1116	0.7214	(0.76)	(0.30)	0.9901	(0.06)	0.1081
Semi Deviation	N/A	0.6638	1.03	0.9574	0.818	0.6883	0.6545	1.1	1.17
Information Ratio	(0.13)	(0.05)	0.0525	0.0406	(0.04)	(0.02)	0.0228	0.0705	0.2437
Value At Risk	(1.99)	(1.30)	(2.14)	(1.65)	(1.38)	(1.44)	(1.31)	(1.84)	(2.26)
Expected Short fall	N/A	(0.62)	(1.00)	(0.93)	(0.64)	(0.62)	(0.86)	(1.21)	(1.77)
Downside Deviation	N/A	0.7969	1.31	1.14	1.01	0.8456	0.8268	1.33	1.61
Semi Variance	N/A	0.4407	1.06	0.9167	0.6691	0.4738	0.4284	1.21	1.37

Rbc Funds Competition Performance Charts

Five steps to successful analysis of Rbc Funds Competition

Rbc Funds' 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 Rbc Funds Trust in relation to its competition. Rbc Funds' competition analysis typically involves several steps, including:

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

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Companies involved in money management and investment banking services. The Investing theme has 43 constituents at this time.

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Other Information on Investing in Rbc Mutual Fund

Rbc Funds financial ratios help investors to determine whether Rbc 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 Rbc with respect to the benefits of owning Rbc Funds security.

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