Auer Growth Competition

Mutual Funds . USA . 
Fund . Auer Growth Fund
AUERX Fund  USD 16.65  0.07  0.42%   
Auer Growth Fund competes with Vanguard Small-cap, SCOR PK, Morningstar Unconstrained, Via Renewables, and Knife River; as well as few others. The fund is listed under Small Value category and is part of Auer family. The entity is thematically classified as Hybrid Mix Funds. Analyzing Auer Growth 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 Auer Growth to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Auer Growth 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 Auer Growth 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 Auer Growth'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
15.7916.6517.51
Details
Intrinsic
Valuation
LowRealHigh
16.2417.1017.96
Details
Naive
Forecast
LowNextHigh
15.3416.1917.05
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
15.8416.3216.80
Details

Auer Growth Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Auer Growth 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 Auer 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 Auer Growth Fund does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.88
VISVX
KMX
+ 0.84
ARGGY
VIASP
+ 0.74
MSTSX
VIASP
+ 0.6
VISVX
SCRYY
+ 0.53
VISVX
MSTSX
+ 0.5
SCRYY
  
High negative correlations   
SEGI
- 0.67
KNF
ARGGY
- 0.57
VIASP
KNF
- 0.39
VIASP
APAAF
- 0.37
VIASP
KMX
- 0.32
VIASP
ARGGY
- 0.27
MSTSX

Risk-Adjusted Indicators

There is a big difference between Auer Mutual Fund performing well and Auer Growth 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 Auer Growth'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
VISVX  0.67  0.00  0.01  0.03  0.88 
(0.66)
 1.23 
(1.38)
 4.46 
SCRYY  2.38  0.06  0.02  0.10  3.31 
(2.62)
 5.97 
(5.96)
 17.64 
MSTSX  0.48  0.02  0.02  0.05  0.68 
(0.49)
 0.92 
(1.29)
 3.08 
VIASP  1.31  0.33  0.16  0.25  1.69 
(1.40)
 3.96 
(2.60)
 13.41 
KNF  1.30 (0.14) 0.00 (0.07) 0.00 
 0.00 
 2.47 
(2.91)
 8.13 
ARGGY  2.14 (0.24) 0.00 (0.11) 0.00 
 0.00 
 4.05 
(4.90)
 10.74 
APAAF  3.93 (0.01) 0.00  0.02  5.12 
(5.03)
 9.76 
(8.60)
 27.50 
SEGI  12.60  2.73  0.16  11.97  10.05 
(24.63)
 20.00 
(16.67)
 128.57 
FPCG  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
KMX  1.47 (0.21) 0.00 (0.09) 0.00 
 0.00 
 2.76 
(3.07)
 13.28 

Auer Growth Competitive Analysis

The better you understand Auer Growth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Auer Growth'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 Auer Growth'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
AUERX VISVX SCRYY MSTSX VIASP KNF ARGGY APAAF SEGI FPCG
 0.42 
 16.65 
Auer
 0.62 
 44.79 
Vanguard
 2.09 
 2.93 
SCOR
 0.92 
 10.92 
Morningstar
 0.97 
 23.00 
Via
 2.38 
 69.03 
Knife
 3.30 
 1.88 
Aston
 2.89 
 0.09 
Appia
 42.86 
 0.0008 
Sycamore
 0.00 
 1,025 
First
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Risky
Very steady
Very steady
Very steady
Risky
Out of control
Out of control
Very steady
Market Performance
(90 Days Performance)
Good
Insignificant
Insignificant
Modest
Good
Very Weak
Very Weak
Very Weak
OK
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Below Average
Low
About Average
Low
Quite High
Quite High
High
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Fairly 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
Strong Buy
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Strong Hold
Strong Sell
Strong Hold
Strong Buy
Hold
Cautious Hold
Strong Sell
Strong Sell
Hold
Current Ratio
N/A
N/A
9.99
N/A
3.49
N/A
0.8
5.74
0.01
5.06
Net Asset
41.54 M
30.41 B
51.52 B
116.1 M
355.28 M
2.6 B
2.84 B
25.65 M
N/A
37.35 M
EBITDA
N/A
N/A
1.23 B
N/A
33.09 M
420.2 M
159.7 M
(2.13 M)
(518.61 K)
9.7 M
Operating Margin
N/A
N/A
-0.0092
N/A
-0.14
-0.16
-0.13
N/A
N/A
0.42
Five Year Return
19.37
10.1
4.83
8.65
8.97
N/A
N/A
N/A
N/A
N/A
One Year Return
39.68
21.32
N/A
17.93
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
N/A
1.25
N/A
1.16
N/A
2.14
1.81
47.75
-8.37
Number Of Employees
1
1
3.59 K
1
169
4.39 K
2.21 K
4
5
3
Three Year Return
17.21
3.41
N/A
4.38
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
2.41 B
N/A
12.7 M
319 M
178.9 M
(2.42 M)
(36.81 K)
3.25 M
Total Debt
N/A
N/A
3.05 B
N/A
135 M
726.4 M
1.07 B
N/A
1.11 M
5.69 M
Bond Positions Weight
N/A
N/A
N/A
22.72
N/A
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
-0.002
N/A
-0.11
0.0782
-0.0313
-0.0544
-0.29
0.16
Current Liabilities
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
6.11 M
3.83 M
Debt To Equity
N/A
N/A
0.43
N/A
0.69
N/A
3.67
N/A
N/A
0.34
Short Ratio
N/A
N/A
N/A
N/A
0.7
3.73
N/A
N/A
0.99
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
81.53
N/A
18.58
N/A
N/A
Market Capitalization
N/A
N/A
4.35 B
50.36 M
N/A
3.89 B
1.67 B
29.37 M
182.09 K
10.07 M
Price To Earning
12.47
8.27
12.21
N/A
26.83
N/A
N/A
36.65
-0.7
0.09
Price To Sales
0.97
0.93
0.2
N/A
N/A
1.63
1.25
N/A
21.89
0.44
Net Income
N/A
N/A
456 M
N/A
5.2 M
182.9 M
(191.6 M)
(2.44 M)
(231.72 M)
5.77 M
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
0.6
N/A
30.19
N/A
N/A
Year To Date Return
10.93
2.31
N/A
5.21
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
N/A
16.03 B
N/A
393.49 M
2.83 B
1.1 B
N/A
80.23 K
19.39 M
Working Capital
N/A
N/A
N/A
N/A
N/A
566.27 M
N/A
N/A
(5.94 M)
15.53 M
Profit Margin
N/A
N/A
-0.0209
N/A
0.0094
0.0619
-0.45
N/A
N/A
0.39
Price To Book
1.48
1.72
0.67
N/A
N/A
3.64
1.42
1.74
18.03
0.0516
Current Valuation
N/A
N/A
4.75 B
N/A
535.95 M
4.56 B
2.86 B
25.85 M
182.08 K
4.19 M
Retained Earnings
N/A
N/A
(645.5 M)
N/A
N/A
665.8 M
N/A
N/A
(7.29 M)
(76.95 M)
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
172 K
19.36 M
Cash Position Weight
1.14
0.79
N/A
14.28
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
98.86
99.21
N/A
61.63
N/A
N/A
N/A
N/A
N/A
N/A
Shares Outstanding
N/A
N/A
1.78 B
N/A
N/A
56.61 M
698.76 M
130.52 M
91.04 M
9.83 K
Annual Yield
0.007
0.019
0.0789
0.0223
0.0972
N/A
N/A
N/A
N/A
10.7
Return On Equity
N/A
N/A
-0.0574
N/A
0.017
0.16
-0.74
-0.13
N/A
0.69
Z Score
N/A
N/A
0.6
N/A
1.0
N/A
0.6
N/A
-10.4
-2.2
Book Value Per Share
N/A
N/A
3.04
N/A
3.66
21.53
6.74
0.19
-0.12
415.98
Number Of Shares Shorted
N/A
N/A
N/A
N/A
4.29 K
1.13 M
N/A
N/A
26.01 K
N/A
Minimum Initial Investment
2 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
1.41 B
51.52 B
215.11 M
355.28 M
2.6 B
2.84 B
25.65 M
1.48 M
37.35 M
Last Dividend Paid
N/A
0.03
N/A
N/A
0.73
N/A
N/A
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
83.2
N/A
N/A
1.0
N/A
Price To Earnings To Growth
N/A
N/A
0.28
N/A
N/A
0.92
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
0.25
N/A
1.17
3.12
-2.75
0.01
-0.12
10991.96
Ten Year Return
1.26
8.09
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
3.52 B
N/A
51.31 M
10.09 M
156.2 M
7.83 M
605
1.89 M
Cash Per Share
N/A
N/A
1.97
N/A
3.23
N/A
1.34
0.06
N/A
158.09
Gross Profit
N/A
N/A
(853 M)
N/A
74.67 M
N/A
343.7 M
(6.78 K)
(9.61 K)
19.39 M
Day Typical Price
16.65
44.79
2.94
10.92
23.0
69.03
1.88
0.0925
0.001
1025.0
Accumulation Distribution
N/A
N/A
148.08
N/A
N/A
N/A
3213.77
5642.79
2.1 M
N/A
Market Facilitation Index
N/A
N/A
1.0E-4
N/A
N/A
N/A
0.0
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
0.375
9.2 T
9.2 T
(9,223,372,036,855)
1.0
0.52
(0.86)
0.0
Period Momentum Indicator
(0.07)
(0.28)
0.06
0.1
0.22
(1.68)
0.06
0.0026
(0.0006)
N/A
Rate Of Daily Change
1.0
0.99
1.02
1.01
1.01
0.98
1.03
1.03
0.57
1.0
Day Median Price
16.65
44.79
2.94
10.92
23.0
69.03
1.88
0.0925
0.0011
1025.0
Price Action Indicator
(0.04)
(0.14)
0.02
0.05
0.11
(0.84)
0.03
0.0014
(0.0006)
N/A
Relative Strength Index
66.79
49.47
47.12
51.89
67.42
38.21
40.27
41.23
52.55
N/A
Coefficient Of Variation
494.61
1954.6
3625.03
1305.87
550.74
(1,747)
(1,471)
14996.28
694.11
N/A
Mean Deviation
0.6763
0.6676
2.38
0.4823
1.31
1.3
2.14
3.93
12.6
N/A
Jensen Alpha
0.1612
0.0015
0.0609
0.0187
0.3323
(0.14)
(0.24)
(0.01)
2.73
N/A
Total Risk Alpha
0.1295
(0)
(0.06)
0.013
0.2843
(0.17)
(0.31)
(0.20)
1.95
N/A
Sortino Ratio
0.1403
0.0087
0.0155
0.017
0.157
N/A
N/A
2.0E-4
0.1618
N/A
Downside Variance
0.9879
0.9722
13.41
0.6844
4.83
N/A
N/A
42.63
280.97
N/A
Standard Deviation
0.8677
0.8707
3.36
0.6535
2.1
1.64
2.75
5.54
19.08
N/A
Kurtosis
(0.16)
0.1094
1.98
1.11
4.39
0.2149
0.3593
0.8697
9.94
N/A
Potential Upside
1.48
1.23
5.97
0.9242
3.96
2.47
4.05
9.76
20.0
N/A
Treynor Ratio
1.02
0.0271
0.0983
0.0486
0.2482
(0.07)
(0.11)
0.0202
11.97
N/A
Maximum Drawdown
3.71
4.46
17.64
3.08
13.41
8.13
10.74
27.5
128.57
N/A
Variance
0.7528
0.7582
11.31
0.4271
4.4
2.69
7.54
30.72
363.91
N/A
Market Risk Adjusted Performance
1.03
0.0371
0.1083
0.0586
0.2582
(0.06)
(0.1)
0.0302
11.98
N/A
Risk Adjusted Performance
0.1296
0.0349
0.0254
0.0484
0.1209
(0.03)
(0.03)
0.0131
0.1001
N/A
Skewness
(0.44)
(0.34)
(0.29)
(0.76)
0.2275
(0.35)
(0.23)
(0.25)
2.37
N/A
Semi Deviation
0.7324
0.8772
3.31
0.6837
1.69
N/A
N/A
5.12
10.05
N/A
Information Ratio
0.1608
0.0099
0.0169
0.0216
0.1644
(0.08)
(0.08)
2.0E-4
0.1422
N/A
Value At Risk
(1.53)
(1.38)
(5.96)
(1.29)
(2.60)
(2.91)
(4.90)
(8.60)
(16.67)
N/A
Expected Short fall
(0.70)
(0.66)
(2.62)
(0.49)
(1.40)
N/A
N/A
(5.03)
(24.63)
N/A
Downside Deviation
0.9939
0.986
3.66
0.8273
2.2
N/A
N/A
6.53
16.76
N/A
Semi Variance
0.5364
0.7695
10.95
0.4674
2.85
N/A
N/A
26.19
101.03
N/A

Auer Growth Competition Performance Charts

Five steps to successful analysis of Auer Growth Competition

Auer Growth'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 Auer Growth Fund in relation to its competition. Auer Growth's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Auer Growth 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 th
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