Sector Rotation Competition

NAVFX -  USA Fund  

USD 15.61  0.17  1.08%

Sector Rotation competes with Pimco All, Pimco All, Pimco Funds, Pimco All, and Pimco All; as well as few others. The fund is listed under Tactical Allocation category and is part of Nottingham family. Analyzing Sector Rotation 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 Sector Rotation to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
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 Sector Rotation competition on your existing holdings. Additionally, see Sector Rotation Correlation with its peers.

Sector Competition 

 
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Sector Rotation'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. Please use the tools below to analyze the current value of Sector Rotation in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
14.9015.6116.32
Details
Intrinsic
Valuation
LowReal ValueHigh
14.6315.3416.05
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Sector Rotation. Your research has to be compared to or analyzed against Sector Rotation's peers to derive any actionable benefits. When done correctly, Sector Rotation's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Sector Rotation.

Sector Rotation Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Sector Rotation and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Sector 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 Sector Rotation does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Sector Rotation Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Sector Rotation stock performing well and Sector Rotation Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Sector Rotation's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Sector Rotation Competitive Analysis

The better you understand Sector Rotation competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Sector Rotation'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 Sector Rotation'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
NAVFX
F
PALPX
F
PASAX
F
PAALX
F
PATRX
F
PASCX
F
PAANX
F
 1.08 
 15.61 
Sector
 0.47 
 12.80 
Pimco
 0.55 
 12.76 
Pimco
 0.47 
 12.79 
Pimco
 0.55 
 12.65 
Pimco
 0.47 
 12.70 
Pimco
 0.54 
 12.81 
Pimco
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Stock Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
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(Equity Enterprise Value)
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(90 Days Macroaxis Advice)
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Jensen Alpha
Total Risk Alpha
Sortino Ratio
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Standard Deviation
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Treynor Ratio
Maximum Drawdown
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Market Risk Adjusted Performance
Risk Adjusted Performance
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Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Sector Rotation Competition Performance Charts

Complement your Sector Rotation position

In addition to having Sector Rotation 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 Business Supplies Thematic Idea Now

Business Supplies
Business Supplies Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Business Supplies theme has 47 constituents.
View All  Next Launch Business Supplies
Additionally, see Sector Rotation Correlation with its peers. Note that the Sector Rotation information on this page should be used as a complementary analysis to other Sector Rotation's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.

Complementary Tools for Sector Mutual Fund analysis

When running Sector Rotation price analysis, check to measure Sector Rotation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sector Rotation is operating at the current time. Most of Sector Rotation's value examination focuses on studying past and present price action to predict the probability of Sector Rotation's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sector Rotation's price. Additionally, you may evaluate how the addition of Sector Rotation to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Sector Rotation's value and its price as these two are different measures arrived at by different means. Investors typically determine Sector Rotation value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sector Rotation's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.