Global Real Competition

Mutual Funds USA . 
Fund . Global Real Estate
RETTX Fund  USD 32.40  0.12  0.37%   
Global Real Estate competes with HUMANA, Morningstar Unconstrained, Thrivent High, Via Renewables, and FT Cboe; as well as few others. The fund is listed under Global Real Estate category and is part of Russell family. Analyzing Global Real 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 Global Real to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Global Real 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 Global Real competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Global Real'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
LowEstimatedHigh
31.6632.4633.26
Details
Intrinsic
Valuation
LowRealHigh
31.0531.8532.65
Details
Naive
Forecast
LowNextHigh
31.4832.2933.09
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
29.1931.1933.19
Details

Global Real Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Global Real 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 Global 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 Global Real Estate does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
KNG
+ 0.95
LBHIX
KNG
+ 0.84
MSTSX
SITKF
+ 0.84
LBHIX
LBHIX
+ 0.83
MSTSX
SCAXX
+ 0.83
LBHIX
SITKF
+ 0.81
MSTSX
  
High negative correlations   
AMPL
- 0.25
VIASP
AMPL
- 0.22
444859BR2
VIASP
- 0.07
444859BR2
KNF
- 0.02
VIASP
SITKF
- 0.0
AQUI
SCAXX
- 0.0
AQUI

Risk-Adjusted Indicators

There is a big difference between Global Mutual Fund performing well and Global Real 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 Global Real'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
444859BR2  0.68  0.04 (0.05)(0.19) 1.56 
(0.61)
 1.17 
(0.93)
 8.07 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.56  0.10 (0.02)(19.66) 0.62 
(0.67)
 1.21 
(1.22)
 4.07 
LBHIX  0.16  0.05 (0.15) 0.53  0.00 
(0.30)
 0.24 
(0.24)
 1.44 
VIASP  1.60 (0.06) 0.00 (0.18) 0.00 
 0.00 
 3.41 
(4.97)
 13.57 
KNG  0.46  0.04 (0.01) 0.18  0.39 
(0.53)
 1.00 
(0.74)
 3.18 
KNF  1.90  0.19  0.10  0.22  2.45 
(1.98)
 4.32 
(4.04)
 12.04 
AMPL  4.10  0.44  0.07  1.78  4.34 
(5.32)
 11.71 
(8.49)
 31.00 
SCAXX  0.06  0.00  0.00  0.22  0.00 
 0.00 
 0.00 
 0.00 
 2.01 
SITKF  5.15  0.80  0.10  0.43  5.24 
(8.82)
 14.29 
(8.33)
 31.43 
All Fundamental Data

Global Real Competitive Analysis

The better you understand Global Real competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Global Real'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 Global Real'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
RETTX 444859BR2 AQUI MSTSX LBHIX VIASP KNG KNF AMPL SCAXX
 0.37 
 32.40 
Global
 2.87 
 81.81 
HUMANA
 0.00 
 0.01 
Aquagold
 1.21 
 11.69 
Morningstar
 0.23 
 4.29 
Thrivent
 0.32 
 21.85 
Via
 0.28 
 54.09 
KNG
 0.82 
 90.76 
Knife
 3.94 
 1.22 
AMPL
 0.00 
 1.00 
Schwab
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Unusually risky
Not too volatile
Market Performance
(90 Days Performance)
Solid
Very Weak
Very Weak
OK
Strong
Very Weak
Good
Good
OK
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Average
Low
Low
Quite High
Low
Low
Low
About Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Buy
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Hold
Strong Hold
Hold
Buy
Strong Buy
Strong Hold
Hold
Buy
Current Ratio
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
N/A
N/A
Net Asset
1.14 B
N/A
3.19 K
116.1 M
674.44 M
355.28 M
468.87 M
2.6 B
N/A
5.67 B
EBITDA
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
420.2 M
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
0.15
N/A
N/A
Five Year Return
2.65
N/A
N/A
8.67
3.25
8.97
9.5
N/A
N/A
N/A
One Year Return
23.84
N/A
N/A
17.96
11.95
N/A
14.8
N/A
N/A
N/A
Beta
N/A
N/A
7.05
N/A
N/A
1.16
0.83
N/A
N/A
N/A
Number Of Employees
1
N/A
7
1
1
169
634
4.39 K
N/A
N/A
Three Year Return
-1.29
N/A
N/A
5.86
2.29
N/A
6.3
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
319 M
N/A
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
135 M
N/A
726.4 M
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
22.72
92.23
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
0.0764
N/A
N/A
Current Liabilities
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
0.7
N/A
4.95
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
83.5
N/A
N/A
Market Capitalization
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
5.18 B
87.66 K
N/A
Price To Earning
N/A
N/A
-0.22
N/A
35.48
26.83
N/A
N/A
N/A
N/A
Price To Sales
N/A
N/A
N/A
N/A
1.23
N/A
N/A
1.8
N/A
N/A
Net Income
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
182.9 M
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.62
N/A
N/A
Year To Date Return
12.96
N/A
N/A
10.99
6.32
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
2.83 B
N/A
N/A
Working Capital
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
566.27 M
N/A
N/A
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
0.0688
N/A
N/A
Current Valuation
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
5.89 B
N/A
N/A
Price To Book
N/A
N/A
N/A
N/A
1.58
N/A
N/A
3.99
N/A
N/A
Retained Earnings
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
665.8 M
N/A
N/A
Cash Position Weight
1.75
N/A
N/A
14.28
6.56
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
98.0
N/A
N/A
61.63
0.07
N/A
98.65
N/A
N/A
N/A
Shares Outstanding
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
56.61 M
N/A
N/A
Annual Yield
0.0197
N/A
N/A
0.021
0.0605
0.0972
N/A
N/A
N/A
0.028
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.017
N/A
0.17
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
22.94
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
1.57 M
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
Total Asset
617.22 M
N/A
3.19 K
215.11 M
347.66 M
355.28 M
468.87 M
2.6 B
N/A
N/A
Last Dividend Paid
0.02
N/A
N/A
N/A
0.02
0.73
0.39
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
93.83
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.92
N/A
N/A
Earnings Per Share
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
3.49
N/A
N/A
Ten Year Return
5.2
N/A
N/A
N/A
6.0
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
10.09 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
N/A
N/A
N/A
Day Typical Price
32.4
81.81
0.006
11.69
4.29
21.85
54.03
91.57
1.24
1.0
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
7.44
1934.94
40035.83
0.12
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
0.0
0.0
0.0
0.16
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
0.0
9.2 T
9.2 T
0.875
(0.45)
(0.21)
(0.31)
0.0
Period Momentum Indicator
0.12
(2.42)
N/A
0.14
0.01
0.07
(0.15)
(0.75)
(0.05)
N/A
Rate Of Daily Change
1.0
0.97
1.0
1.01
1.0
1.0
1.0
0.99
0.96
1.0
Day Median Price
32.4
81.81
0.006
11.69
4.29
21.85
54.01
91.98
1.25
1.0
Price Action Indicator
0.06
(1.21)
N/A
0.07
0.005
0.035
0.01
(1.59)
(0.06)
N/A
Coefficient Of Variation
343.46
3794.13
N/A
684.01
307.17
(9,369)
492.22
628.73
1151.08
1395.57
Mean Deviation
0.6118
0.6835
N/A
0.5611
0.1601
1.6
0.465
1.9
4.1
0.0603
Jensen Alpha
0.2397
0.0427
N/A
0.1009
0.0492
(0.06)
0.0411
0.1878
0.4399
0.0027
Total Risk Alpha
0.109
(0.17)
N/A
(0.01)
0.0311
(0.40)
0.0262
0.0341
(0.31)
(0.03)
Sortino Ratio
0.1301
(0.05)
N/A
(0.02)
(0.15)
N/A
(0.01)
0.0989
0.0741
N/A
Downside Variance
0.6732
2.68
N/A
0.7243
0.1245
N/A
0.3234
7.41
23.02
N/A
Standard Deviation
0.7934
1.39
N/A
0.7543
0.223
2.6
0.5846
2.47
5.53
0.2157
Kurtosis
2.03
12.65
N/A
1.84
4.33
4.08
0.665
0.5128
1.28
20.39
Potential Upside
1.35
1.17
N/A
1.21
0.2445
3.41
0.9957
4.32
11.71
N/A
Treynor Ratio
(1.35)
(0.19)
N/A
(19.66)
0.5346
(0.18)
0.1837
0.224
1.78
0.2237
Maximum Drawdown
4.43
8.07
N/A
4.07
1.44
13.57
3.18
12.04
31.0
2.01
Variance
0.6295
1.94
N/A
0.5689
0.0497
6.74
0.3417
6.12
30.53
0.0465
Market Risk Adjusted Performance
(1.34)
(0.18)
N/A
(19.65)
0.5446
(0.17)
0.1937
0.234
1.79
0.2337
Risk Adjusted Performance
0.2354
0.0255
N/A
0.1176
0.2372
(0)
0.1606
0.1355
0.0788
0.0305
Skewness
(0.67)
(0.53)
N/A
(0.71)
0.931
(0.33)
(0.39)
(0.61)
0.5314
1.46
Semi Deviation
0.5464
1.56
N/A
0.6196
0.0
N/A
0.3886
2.45
4.34
N/A
Information Ratio
0.1345
(0.06)
N/A
(0.02)
(0.23)
(0.06)
(0.01)
0.1088
0.0644
(0.50)
Value At Risk
(0.86)
(0.93)
N/A
(1.22)
(0.24)
(4.97)
(0.74)
(4.04)
(8.49)
N/A
Expected Short fall
(0.74)
(0.61)
N/A
(0.67)
(0.30)
N/A
(0.53)
(1.98)
(5.32)
N/A
Downside Deviation
0.8205
1.64
N/A
0.8511
0.3529
N/A
0.5687
2.72
4.8
N/A
Semi Variance
0.2985
2.44
N/A
0.3839
(0.06)
N/A
0.151
5.98
18.79
N/A

Global Real Competition Performance Charts

Five steps to successful analysis of Global Real Competition

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

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Other Information on Investing in Global Mutual Fund

Global Real financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Real security.
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