Guggenheim Styleplus Competition

SFEPX -  USA Fund  

USD 28.59  0.22  0.78%

Guggenheim Styleplus competes with Vanguard Total; as well as few others. The fund is listed under Large Blend category and is part of Guggenheim Investments family. Analyzing Guggenheim Styleplus 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 Guggenheim Styleplus 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 Guggenheim Styleplus competition on your existing holdings. Additionally, take a look at Guggenheim Styleplus Correlation with its peers.

Guggenheim Competition 

 
Refresh

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Guggenheim Styleplus' 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 Guggenheim Styleplus in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
26.9628.5930.22
Details
Intrinsic
Valuation
LowReal ValueHigh
23.1524.7831.45
Details
Naive
Forecast
LowNext ValueHigh
27.2628.8930.52
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
28.1828.9229.66
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Guggenheim Styleplus. Your research has to be compared to or analyzed against Guggenheim Styleplus' peers to derive any actionable benefits. When done correctly, Guggenheim Styleplus' 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 Guggenheim Styleplus.

Guggenheim Styleplus Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Guggenheim Styleplus 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 Guggenheim 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 Guggenheim Styleplus does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Guggenheim Styleplus Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Guggenheim Styleplus stock performing well and Guggenheim Styleplus 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 Guggenheim Styleplus' multiple risk-adjusted performance indicators. 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
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
TWTR
 1.91 (0.60)  0.00 (0.50)  0.00 (0.24)  0.00  3.00 (4.47)  15.15 
MSFT
 0.92  0.13  0.11  0.12  1.14  0.11 (1.00)  2.17 (1.97)  6.65 
UBER
 2.35 (0.09)  0.00 (0.09)  0.00 (0.0372)  0.00  5.02 (4.28)  16.70 
F
 1.91  0.65  0.36  0.51  1.42  0.26 (2.55)  5.12 (2.71)  12.55 
T
 0.97 (0.16)  0.00 (0.21)  0.00 (0.12)  0.00  1.78 (2.31)  6.80 
A
 1.08 (0.22)  0.00 (0.36)  0.00 (0.14)  0.00  1.58 (2.90)  7.81 
CRM
 1.34  0.01  0.00 (0.03)  0.00 (0.0017)  0.00  2.80 (2.65)  18.95 
JPM
 1.01  0.04  0.03  0.00  1.20  0.0244 (1.24)  2.13 (2.10)  6.39 
MRK
 1.35  0.00  0.00 (0.05)  0.00  0.0044  0.00  2.41 (2.83)  18.24 
XOM
 1.36  0.27  0.15  0.16  1.54  0.15 (1.50)  2.96 (2.66)  8.21 

Guggenheim Styleplus Competitive Analysis

The better you understand Guggenheim Styleplus competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Guggenheim Styleplus' 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 Guggenheim Styleplus' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart

Guggenheim Styleplus Competition Performance Charts

Complement your Guggenheim Styleplus position

In addition to having Guggenheim Styleplus 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 Recreation Thematic Idea Now

Recreation
Recreation Theme
Companies involved in production and services of recreational goods, foods, and accessories. Recreation theme has 27 constituents.
View All  Next Launch Recreation
Additionally, take a look at Guggenheim Styleplus Correlation with its peers. Note that the Guggenheim Styleplus information on this page should be used as a complementary analysis to other Guggenheim Styleplus' 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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Complementary Tools for Guggenheim Mutual Fund analysis

When running Guggenheim Styleplus price analysis, check to measure Guggenheim Styleplus' 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 Guggenheim Styleplus is operating at the current time. Most of Guggenheim Styleplus' value examination focuses on studying past and present price action to predict the probability of Guggenheim Styleplus' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Guggenheim Styleplus' price. Additionally, you may evaluate how the addition of Guggenheim Styleplus to your portfolios can decrease your overall portfolio volatility.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Go
Please note, there is a significant difference between Guggenheim Styleplus' value and its price as these two are different measures arrived at by different means. Investors typically determine Guggenheim Styleplus value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Styleplus' 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.