California Long Competition

Summary

California Long Term competes with Vanguard Precious, Wells Fargo, Oppenheimer Gold, and Invesco Gold; as well as few others. The fund is listed under null category and is part of null family. Analyzing California Long 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 California Long to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.

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 California Long competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of California Long'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.

Hype

Prediction

Low	Estimated	High
0.00	0.00	0.00

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Intrinsic

Valuation

Low	Real	High
0.00	0.00	0.00

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as California Long. Your research has to be compared to or analyzed against California Long's peers to derive any actionable benefits. When done correctly, California Long's 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 California Long Term.

California Long Competition Correlation Matrix

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

	VGPMX	EKWYX	SVRZF	XGGNX	OGMCX	IOGYX
VGPMX		0.91	0.89	0.87	0.92	0.92	VGPMX
EKWYX	0.91		0.93	0.97	1.0	1.0	EKWYX
SVRZF	0.89	0.93		0.91	0.94	0.94	SVRZF
XGGNX	0.87	0.97	0.91		0.97	0.97	XGGNX
OGMCX	0.92	1.0	0.94	0.97		1.0	OGMCX
IOGYX	0.92	1.0	0.94	0.97	1.0		IOGYX
	VGPMX	EKWYX	SVRZF	XGGNX	OGMCX	IOGYX

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Risk-Adjusted Indicators

There is a big difference between California Mutual Fund performing well and California Long 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 California Long'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
VGPMX	0.60	0.06	0.07	0.12	0.59	(0.67)	1.20	(1.23)	3.09
EKWYX	1.36	0.15	0.11	0.16	1.41	(1.56)	3.38	(2.38)	8.49
SVRZF	0.64	0.34	0.00	(0.80)	0.00	0.00	2.80	0.00	9.21
XGGNX	0.65	0.09	0.01	(0.29)	0.90	(0.80)	1.35	(1.83)	4.83
OGMCX	1.30	0.15	0.12	0.15	1.45	(1.48)	3.17	(2.20)	8.29
IOGYX	1.31	0.16	0.12	0.16	1.45	(1.49)	3.12	(2.24)	8.29

California Long Competitive Analysis

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

	VGPMX	EKWYX	SVRZF	XGGNX	OGMCX	IOGYX
	0.24 12.66 Vanguard	0.71 51.35 Wells	3.94 15.04 Purpose	0.75 4.04 Gamco	0.27 22.06 Oppenheimer	0.28 24.87 Invesco
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Solid	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	About Average	About Average	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Over Valued	Over Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Cautious Hold	Strong Sell	Strong Buy	Strong Buy
Net Asset	1.38 B	304.15 M	N/A	N/A	1.9 B	1.11 B
Minimum Initial Investment	3 K	1000 K	N/A	N/A	N/A	N/A
Price To Book	1.36 X	1.58 X	N/A	N/A	1.39 X	N/A
Five Year Return	13.30 %	9.91 %	N/A	N/A	10.39 %	13.85 %
One Year Return	7.31 %	(5.25) %	N/A	N/A	(1.34) %	(0.28) %
Last Dividend Paid	N/A	0.31	N/A	0.05	0.26	0.57
Price To Earning	31.44 X	33.22 X	N/A	N/A	17.05 X	N/A
Price To Sales	2.07 X	3.50 X	N/A	N/A	1.93 X	N/A
Cash Position Weight	0.26 %	0.99 %	N/A	N/A	1.54 %	1.54 %
Equity Positions Weight	99.74 %	94.90 %	N/A	N/A	98.26 %	98.26 %
Three Year Return	10.45 %	(0.39) %	N/A	N/A	(1.99) %	(0.91) %
Annual Yield	0.03 %	N/A	N/A	N/A	0.0005 %	0.01 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	5.14 %	6.26 %	N/A	N/A	7.75 %	8.08 %
Ten Year Return	(6.65) %	(1.59) %	N/A	N/A	(2.82) %	(2.05) %
Day Typical Price	12.66	51.35	15.04	4.04	22.06	24.87
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.03	0.36	0.57	0.03	0.06	0.07
Rate Of Daily Change	1.0	1.01	1.04	1.01	1.0	1.0
Day Median Price	12.66	51.35	15.04	4.04	22.06	24.87
Price Action Indicator	0.015	0.18	0.28	0.015	0.03	0.035
Coefficient Of Variation	628.46	682.02	423.3	1099.84	650.73	641.49
Mean Deviation	0.6029	1.36	0.6388	0.646	1.3	1.31
Jensen Alpha	0.0552	0.1537	0.3385	0.0905	0.1523	0.1562
Total Risk Alpha	0.0379	0.0793	0.1848	(0.01)	0.0882	0.092
Sortino Ratio	0.0678	0.1114	N/A	0.0129	0.1161	0.1185
Downside Variance	0.5392	2.73	N/A	1.67	2.61	2.62
Standard Deviation	0.7441	1.72	1.38	0.9378	1.67	1.67
Kurtosis	(0.42)	0.5354	27.66	3.74	0.9754	0.9455
Potential Upside	1.2	3.38	2.8	1.35	3.17	3.12
Treynor Ratio	0.1194	0.1597	(0.80)	(0.29)	0.1536	0.1559
Maximum Drawdown	3.09	8.49	9.21	4.83	8.29	8.29
Variance	0.5536	2.97	1.9	0.8795	2.78	2.79
Market Risk Adjusted Performance	0.1294	0.1697	(0.79)	(0.28)	0.1636	0.1659
Risk Adjusted Performance	0.1	0.097	0.1515	0.0596	0.1013	0.1026
Skewness	(0.13)	(0.15)	4.63	(1.18)	(0.39)	(0.39)
Semi Deviation	0.5898	1.41	N/A	0.9047	1.45	1.45
Information Ratio	0.0669	0.1068	0.1864	0.0178	0.1125	0.1148
Value At Risk	(1.23)	(2.38)	N/A	(1.83)	(2.20)	(2.24)
Expected Short fall	(0.67)	(1.56)	N/A	(0.80)	(1.48)	(1.49)
Downside Deviation	0.7343	1.65	N/A	1.29	1.62	1.62
Semi Variance	0.3479	1.99	N/A	0.8185	2.11	2.11

California Long Competition Performance Charts

Five steps to successful analysis of California Long Competition

California Long'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 California Long Term in relation to its competition. California Long's competition analysis typically involves several steps, including:

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

In addition to having California Long 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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Run ISP Thematic Idea Now

ISP

Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 44 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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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.

You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Other Consideration for investing in California Mutual Fund

If you are still planning to invest in California Long Term check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the California Long's history and understand the potential risks before investing.

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