AAM SELECT Competition
| CPUIX Fund | USD 9.18 -0.02 -0.22% |
Correlation: AAM SELECT vs BlackRock Conservative Overview
Almost no diversification
For the present investment horizon, the measured correlation between CPUIX and BICPX stands at 0.92, or Almost no diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving together with AAM Mutual Fund
The mean reversion principle applied to AAM SELECT's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
AAM SELECT Competition Correlation Matrix
Correlation analysis between Aam Select Income 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.
| 0.78 | 0.77 | 0.69 | 0.8 | 0.87 | 0.95 | PDNIX | ||
| 0.78 | 0.53 | 0.31 | 0.45 | 0.55 | 0.75 | HUDEX | ||
| 0.77 | 0.53 | 0.73 | 0.9 | 0.58 | 0.79 | QDARX | ||
| 0.69 | 0.31 | 0.73 | 0.89 | 0.78 | 0.7 | TFCYX | ||
| 0.8 | 0.45 | 0.9 | 0.89 | 0.76 | 0.84 | FARIX | ||
| 0.87 | 0.55 | 0.58 | 0.78 | 0.76 | 0.88 | PQCNX | ||
| 0.95 | 0.75 | 0.79 | 0.7 | 0.84 | 0.88 | BICPX | ||
Risk-Adjusted Indicators
There is a big difference between AAM Mutual Fund performing well and AAM SELECT 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 AAM SELECT'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PDNIX | 0.15 | -0.01 | 0.00 | -0.13 | 0.00 | 0.30 | 0.90 | |||
| HUDEX | 0.55 | 0.01 | 0.00 | -0.03 | 0.00 | 0.89 | 4.42 | |||
| QDARX | 0.07 | 0.01 | 0.36 | 0.33 | 0.00 | 0.16 | 0.47 | |||
| TFCYX | 0.03 | 0.00 | 0.00 | 0.16 | 0.00 | 0.10 | 0.30 | |||
| FARIX | 0.49 | 0.15 | 0.30 | 0.96 | 0.31 | 0.87 | 2.48 | |||
| PQCNX | 0.17 | 0.00 | 0.18 | 0.00 | 0.18 | 0.35 | 1.13 | |||
| BICPX | 0.21 | 0.01 | 0.12 | 0.00 | 0.28 | 0.43 | 1.45 |
AAM SELECT Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
Peer Performance Charts
How to Analyze AAM SELECT Against Peers
AAM SELECT's peer analysis compares AAM SELECT 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 AAM SELECT 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 AAM SELECT leads or lags and what catalysts could close or widen the gap.