Segall Bryant Competition
| SBHSX Fund | USD 11.60 0.16 1.40% |
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Segall |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Segall Bryant'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.
Segall Bryant Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Segall Bryant 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 Segall 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 Segall Bryant Hamill does not affect the price movement of the other competitor.
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High positive correlations
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Risk-Adjusted Indicators
There is a big difference between Segall Mutual Fund performing well and Segall Bryant 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 Segall Bryant'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| SMYIX | 0.56 | 0.00 | (0.04) | 0.12 | 0.71 | 1.47 | 3.40 | |||
| APDPX | 0.10 | 0.00 | (0.66) | 0.00 | 0.00 | 0.20 | 0.69 | |||
| BXFIX | 0.07 | 0.03 | 0.00 | 1.98 | 0.00 | 0.12 | 0.81 | |||
| MSTGX | 0.23 | (0.02) | (0.41) | 0.02 | 0.21 | 0.53 | 1.17 | |||
| AWF | 0.33 | (0.02) | (0.28) | 0.02 | 0.38 | 0.65 | 1.91 | |||
| AEEIX | 0.58 | (0.01) | (0.14) | 0.07 | 0.77 | 1.00 | 3.39 | |||
| WRLDX | 0.49 | (0.02) | (0.13) | 0.09 | 0.45 | 0.92 | 2.75 | |||
| DHGAX | 0.17 | 0.00 | (0.68) | 0.16 | 0.15 | 0.34 | 0.98 |
Segall Bryant Competitive Analysis
The better you understand Segall Bryant competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Segall Bryant'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 Segall Bryant'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 |
Segall Bryant Competition Performance Charts
Five steps to successful analysis of Segall Bryant Competition
Segall Bryant'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 Segall Bryant Hamill in relation to its competition. Segall Bryant's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Segall Bryant 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 Segall Bryant's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Segall Bryant Hamill, 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.
Complement your Segall Bryant position
In addition to having Segall Bryant 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 Music and Video Thematic Idea Now
Music and Video
Companies specializing in music, video and movie production and distribution. The Music and Video theme has 35 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 Music and Video Theme or any other thematic opportunities.
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Other Information on Investing in Segall Mutual Fund
Segall Bryant financial ratios help investors to determine whether Segall 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 Segall with respect to the benefits of owning Segall Bryant security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |