SHORT DURATION Competition

ASDVX Fund

USD 9.01 -0.02 -0.22%

The fund is listed under the Short-Term Bond category and is part of the American Century Investments family. Peers for Short Duration Strategic include T ROWE, Calamos Hedged, EATON VANCE, FAM EQUITY-INCOME, and HCM Income and others in the group. This peer view supports relative benchmarking. Peer comparison for SHORT DURATION provides quick context before deeper valuation work.

Pair Correlation for SHORT DURATION and BlackRock Moderate View

Very poor diversification

For the present investment horizon, the measured correlation between ASDVX and BAMPX stands at 0.82, or Very poor diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with SHORT Mutual Fund

0.88	AMDVX	Mid Cap Value	Pair Corr
0.81	AMGIX	Income Growth	Pair Corr
0.82	CDBCX	Diversified Bond	Pair Corr
0.89	AMKIX	Emerging Markets	Pair Corr

Moving against SHORT Mutual Fund

0.81	TWCGX	Growth Fund Investor Potential Growth	Pair Corr
0.7	TWCIX	Select Fund Investor	Pair Corr
0.69	TWCAX	Select Fund A	Pair Corr

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Valuation-driven investors use mean reversion to time SHORT DURATION's investments: buying when it trades materially below its historical average valuation multiples and selling when it reaches premium territory.

Hype

Prediction

Low	Estimated	High
8.89	9.01	9.13

Details

Intrinsic

Valuation

Low	Real	High
8.17	8.29	9.91

Details

Naive

Forecast

Low	Next	High
8.88	8.99	9.11

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
9.02	9.04	9.07

Details

Standalone analysis of SHORT DURATION captures the company's individual story, but peer benchmarking reveals whether that story is exceptional or simply average within its competitive landscape.

SHORT DURATION Competition Correlation Matrix

Correlation analysis between Short Duration Strategic and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	PRPIX	CAHEX	EIFHX	FAMEX	HCMKX	FFC	EEMAX	GGN	RA	BAMPX
PRPIX		0.15	-0.46	0.63	-0.35	0.61	0.77	0.73	0.89	0.8	PRPIX
CAHEX	0.15		0.43	0.51	0.47	0.37	0.37	0.15	0.06	0.54	CAHEX
EIFHX	-0.46	0.43		0.13	0.59	-0.04	-0.29	-0.52	-0.5	-0.27	EIFHX
FAMEX	0.63	0.51	0.13		0.15	0.72	0.64	0.5	0.59	0.7	FAMEX
HCMKX	-0.35	0.47	0.59	0.15		0.02	-0.4	-0.46	-0.51	-0.24	HCMKX
FFC	0.61	0.37	-0.04	0.72	0.02		0.51	0.37	0.66	0.59	FFC
EEMAX	0.77	0.37	-0.29	0.64	-0.4	0.51		0.88	0.82	0.94	EEMAX
GGN	0.73	0.15	-0.52	0.5	-0.46	0.37	0.88		0.81	0.85	GGN
RA	0.89	0.06	-0.5	0.59	-0.51	0.66	0.82	0.81		0.81	RA
BAMPX	0.8	0.54	-0.27	0.7	-0.24	0.59	0.94	0.85	0.81		BAMPX
	PRPIX	CAHEX	EIFHX	FAMEX	HCMKX	FFC	EEMAX	GGN	RA	BAMPX

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High positive correlations

BAMPX	+ 0.94	EEMAX
RA	+ 0.89	PRPIX
GGN	+ 0.88	EEMAX
BAMPX	+ 0.85	GGN
RA	+ 0.82	EEMAX
RA	+ 0.81	GGN

High negative correlations

GGN	- 0.52	EIFHX
RA	- 0.51	HCMKX
RA	- 0.5	EIFHX
GGN	- 0.46	HCMKX
EIFHX	- 0.46	PRPIX
EEMAX	- 0.4	HCMKX

Risk-Adjusted Indicators

There is a big difference between SHORT Mutual Fund performing well and SHORT DURATION 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 SHORT DURATION'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PRPIX	0.17	-0.02	0.00	-0.31	0.00	0.00	0.37	-0.49	1.11
CAHEX	0.28	-0.02	0.00	0.21	0.00	0.00	0.47	-0.57	1.82
EIFHX	0.08	-0.02	0.00	-1.31	0.00	0.00	0.25	-0.25	0.88
FAMEX	0.68	-0.04	0.00	-0.09	0.00	0.00	1.23	-1.53	3.34
HCMKX	0.78	-0.06	0.00	-0.11	0.00	0.00	1.38	-1.86	4.43
FFC	0.38	-0.05	0.00	-0.48	0.00	0.00	0.80	-0.80	3.53
EEMAX	1.01	0.24	0.20	-1.15	1.24	-1.13	2.34	-1.94	10.14
GGN	1.28	0.16	0.07	0.18	2.15	-1.17	2.57	-3.42	9.27
RA	0.35	0.00	0.06	-0.04	0.56	-0.38	0.68	-0.90	3.28
BAMPX	0.30	0.00	0.11	-0.06	0.38	-0.33	0.59	-0.66	2.18

SHORT DURATION Competitive Analysis

A side-by-side look at SHORT DURATION, Brookfield Real highlights where each mutual fund leads or lags. SHORT DURATION enters the comparison at 9. Brookfield Real holds the larger valuation at 713.3 M versus 9.

Better Than Average

Worse Than Peers

View Performance Chart

	ASDVX	PRPIX	CAHEX	EIFHX	FAMEX	HCMKX	FFC	EEMAX	GGN	RA
	0.22 9.01 SHORT	0.50 8.03 PRPIX	0.10 19.09 Calamos	0.25 7.93 EATON	0.11 52.72 FAM	0.70 16.98 HCM	0.31 15.86 Flaherty	3.67 17.04 COLUMBIA	3.10 5.31 GAMCO	0.31 12.72 Brookfield
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Stable	Very Low
Market Performance (90 Days Performance)	Moderate	Weak	Weak	Weak	Weak	Weak	Weak	Balanced	Contained	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Tiny
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Strong Sell
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Cautious Hold	Sell	Cautious Hold	Strong Hold	Strong Hold	Cautious Hold	Hold	Strong Hold	Strong Hold
Net Asset	858.94 M	295.05 M	822.87 M	636.1 M	700.02 M	787.54 M	N/A	846.78 M	N/A	1.09 B
EBITDA	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	76.37 M
Price To Book	N/A	N/A	N/A	2.77	3.33	N/A	0.76	2.29	0.87	0.89
Five Year Return	2.69	0.73	7.62	4.72	7.37	5.57	4.06	-0.53	19.69	6.89
Retained Earnings	N/A	N/A	N/A	N/A	N/A	N/A	-656.2 M	N/A	-136.12 M	-176.94 M
One Year Return	5.3	5.72	11.64	3.6	0.26	17.11	9.53	41.94	58.92	9.07
Beta	N/A	N/A	N/A	N/A	N/A	N/A	0.76	N/A	0.91	N/A
Cash Position Weight	0.17	2.29	0.93	4.27	5.22	46.99	N/A	1.19	N/A	N/A
Equity Positions Weight	N/A	0.1	97.78	1.16	94.78	47.11	N/A	98.81	N/A	N/A
Shares Outstanding	N/A	N/A	N/A	N/A	N/A	N/A	45.09 M	N/A	154.04 M	55.25 M
Three Year Return	5.7	6.14	12.39	6.96	8.01	15.8	8.82	19.09	26.84	4.26
Cash Flow From Operations	N/A	N/A	N/A	N/A	N/A	N/A	-18.84 M	N/A	N/A	53.2 M
Annual Yield	0.0479	0.0461	0.0015	0.0732	9.0E-4	N/A	0.0069	4.0E-4	0.006	0.11
Total Debt	N/A	N/A	N/A	N/A	N/A	N/A	502 M	N/A	18.75 K	255.66 M
Bond Positions Weight	15.72	88.11	N/A	19.4	N/A	0.02	N/A	N/A	N/A	N/A
Number Of Shares Shorted	N/A	N/A	N/A	N/A	N/A	N/A	90.85 K	N/A	179.08 K	95.33 K
Minimum Initial Investment	N/A	2.5 K	2.5 K	N/A	500	N/A	N/A	N/A	N/A	N/A
Total Asset	169.76 M	119.69 M	29.35 M	471.25 M	700.02 M	217.85 M	637.13 M	184.02 M	340.9 M	1.09 B
Last Dividend Paid	0.02	0.02	N/A	0.02	0.04	N/A	1.39	0.03	0.36	N/A
Short Ratio	N/A	N/A	N/A	N/A	N/A	N/A	0.48	N/A	0.32	0.53
Shares Owned By Institutions	N/A	N/A	N/A	N/A	N/A	N/A	12.74	N/A	8.62	31.88
Market Capitalization	N/A	N/A	N/A	N/A	N/A	N/A	891.12 M	N/A	625.88 M	713.34 M
Price To Earning	N/A	15.34	N/A	27.64	20.87	N/A	9.78	17.29	23.09	7.97
Price To Sales	N/A	N/A	N/A	1.92	1.72	N/A	8.68	1.69	25.27	8.92
Net Income	N/A	N/A	N/A	N/A	N/A	N/A	-90.84 M	N/A	-8.51 M	64.39 M
Earnings Per Share	N/A	N/A	N/A	N/A	N/A	N/A	1.6	N/A	0.15	1.4
Year To Date Return	0.55	0.3	0.16	0.13	1.14	0.78	1.02	9.81	13.0	2.11
Revenue	N/A	N/A	N/A	N/A	N/A	N/A	81.29 M	N/A	21.4 M	67.52 M
Ten Year Return	N/A	5.26	N/A	4.08	11.88	N/A	N/A	4.22	N/A	N/A
Day Typical Price	9.01	8.03	19.09	7.93	52.72	16.98	15.88	17.04	5.37	12.78
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	1000.9	N/A	15710.98	1208.62
Daily Balance Of Power	0	0	9.2 T	9.2 T	9.2 T	0	-0.31	0	-1.00	-0.22
Period Momentum Indicator	-0.02	-0.04	0.02	0.02	0.06	-0.12	-0.05	-0.65	-0.17	-0.04
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	0.99	1.0	0.96	0.97	1.0
Day Median Price	9.01	8.03	19.09	7.93	52.72	16.98	15.89	17.04	5.4	12.81
Price Action Indicator	-0.01	-0.02	0.01	0.01	0.03	-0.06	-0.06	-0.33	-0.17	-0.11
Relative Strength Index	46.67	37.03	46.71	47.41	33.37	40.3	34.71	47.04	45.68	40.79
Coefficient Of Variation	1093.66	-2,516	-7,567	-2,500	-1,233	-1,102	-1,419	538.78	1294.24	39751.89
Mean Deviation	0.0606	0.1689	0.2808	0.0808	0.6814	0.7826	0.3808	1.01	1.28	0.347
Jensen Alpha	1.0E-4	-0.02	-0.02	-0.02	-0.04	-0.06	-0.05	0.2428	0.1647	0.0018
Total Risk Alpha	0.0069	-0.01	0.0073	-0.01	-0.03	-0.04	-0.02	0.3383	0.2391	0.0218
Sortino Ratio	0.3323	N/A	N/A	N/A	N/A	N/A	N/A	0.1953	0.0745	0.0649
Downside Variance	0.0208	N/A	N/A	N/A	N/A	N/A	N/A	2.37	5.71	0.3623
Standard Deviation	0.1114	0.2301	0.3689	0.1406	0.8492	1.01	0.578	1.42	1.81	0.5081
Kurtosis	6.78	0.208	0.8626	6.28	0.1473	-0.13	5.71	5.11	2.26	5.85
Potential Upside	0.1119	0.3704	0.4702	0.2528	1.23	1.38	0.798	2.34	2.57	0.6829
Treynor Ratio	-0.07	-0.31	0.2086	-1.31	-0.09	-0.11	-0.48	-1.15	0.1802	-0.04
Maximum Drawdown	0.6667	1.11	1.82	0.883	3.34	4.43	3.53	10.14	9.27	3.28
Variance	0.0124	0.0529	0.1361	0.0198	0.7211	1.02	0.334	2.01	3.29	0.2581
Market Risk Adjusted Performance	-0.06	-0.30	0.2186	-1.30	-0.08	-0.10	-0.47	-1.14	0.1902	-0.03
Risk Adjusted Performance	0.0113	-0.06	-0.02	-0.08	-0.06	-0.07	-0.06	0.1522	0.0671	-0.0037
Skewness	1.9	-0.29	-0.41	1.67	-0.42	-0.25	-1.51	-0.96	-0.59	-1.64
Semi Deviation	0.0	N/A	N/A	N/A	N/A	N/A	N/A	1.24	2.15	0.5561
Information Ratio	0.4305	0.1244	0.0892	0.2286	-0.04	-0.05	-0.01	0.2122	0.0981	0.0769
Value At Risk	-0.11	-0.49	-0.57	-0.25	-1.53	-1.86	-0.80	-1.94	-3.42	-0.90
Expected Short fall	-0.19	N/A	N/A	N/A	N/A	N/A	N/A	-1.13	-1.17	-0.38
Downside Deviation	0.1443	N/A	N/A	N/A	N/A	N/A	N/A	1.54	2.39	0.602
Semi Variance	-0.01	N/A	N/A	N/A	N/A	N/A	N/A	1.53	4.61	0.3093

Peer Performance Charts

How to Analyze SHORT DURATION Against Peers

SHORT DURATION's peer analysis compares SHORT DURATION with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether SHORT DURATION trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where SHORT DURATION leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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SHORT DURATION Competition

Pair Correlation for SHORT DURATION and BlackRock Moderate View

Very poor diversification

Moving together with SHORT Mutual Fund

Moving against SHORT Mutual Fund

Specify up to 10 symbols:

SHORT DURATION Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

SHORT DURATION Competitive Analysis

Peer Performance Charts

How to Analyze SHORT DURATION Against Peers

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