Small Capitalization Competition

SSCYX Fund  USD 6.33  0.05  0.78%   
Small Capitalization competes with USCF Gold, Salient Alternative, Aggressive Balanced, Salient Alternative, and Moderately Aggressive; as well as few others. The fund is listed under Small Blend category and is part of Saratoga family. Analyzing Small Capitalization 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 Small Capitalization to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Small Capitalization 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 Small Capitalization competition on your existing holdings.
  
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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 Small Capitalization'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 Small Capitalization in the context of predictive analytics.
Hype
Prediction
LowEstimatedHigh
4.986.337.68
Details
Intrinsic
Valuation
LowRealHigh
4.946.297.64
Details
Naive
Forecast
LowNextHigh
4.936.287.64
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.786.236.67
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Small Capitalization. Your research has to be compared to or analyzed against Small Capitalization's peers to derive any actionable benefits. When done correctly, Small Capitalization'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 Small Capitalization.

Small Capitalization Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Small Capitalization 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 Small 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 Small Capitalization does not affect the price movement of the other competitor.
USG
SABAX
SABIX
SABCX
SAMAX
SAMCX
SAMIX
USG
0.430.430.430.430.440.43
USG
SABAX
0.431.01.01.01.01.0
SABAX
SABIX
0.431.01.01.01.01.0
SABIX
SABCX
0.431.01.01.01.01.0
SABCX
SAMAX
0.431.01.01.01.01.0
SAMAX
SAMCX
0.441.01.01.01.01.0
SAMCX
SAMIX
0.431.01.01.01.01.0
SAMIX
USG
SABAX
SABIX
SABCX
SAMAX
SAMCX
SAMIX
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Small Mutual Fund performing well and Small Capitalization 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 Small Capitalization'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.

Small Capitalization Competitive Analysis

The better you understand Small Capitalization competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Small Capitalization'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 Small Capitalization'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
SSCYXUSGSABAXSABIXSABCXSAMAXSAMCXSAMIX
 0.78 
 6.33 
Small
 0.19 
 26.10 
USCF
 0.44 
 11.24 
Salient
 0.53 
 11.30 
Aggressive
 0.45 
 11.17 
Salient
 0.44 
 11.34 
Moderately
 0.44 
 11.22 
Salient
 0.44 
 11.41 
Moderately
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
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Trade Advice
(90 Days Macroaxis Advice)
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Day Typical Price
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Market Facilitation Index
Daily Balance Of Power
Period Momentum Indicator
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Day Median Price
Price Action Indicator
Relative Strength Index
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Jensen Alpha
Total Risk Alpha
Sortino Ratio
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Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Small Capitalization Competition Performance Charts

Five steps to successful analysis of Small Capitalization Competition

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

In addition to having Small Capitalization 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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Corporate Bonds Funds
Corporate Bonds Funds Theme
Funds or Etfs investing in different types of corporate debt instruments. The Corporate Bonds Funds theme has 40 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 Corporate Bonds Funds Theme or any other thematic opportunities.
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Check out Small Capitalization Correlation with its peers.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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When running Small Capitalization's price analysis, check to measure Small Capitalization'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 Small Capitalization is operating at the current time. Most of Small Capitalization's value examination focuses on studying past and present price action to predict the probability of Small Capitalization's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Small Capitalization's price. Additionally, you may evaluate how the addition of Small Capitalization to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Small Capitalization's value and its price as these two are different measures arrived at by different means. Investors typically determine if Small Capitalization is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Small Capitalization'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.