CREDIT SUISSE Competition
| CSOCX Fund | USD 9.11 -0.02 -0.22% |
Correlation: CREDIT SUISSE vs Tekla Healthcare View
Poor diversification
The correlation between CSOCX and THQ is 0.73, which Macroaxis classifies as Poor diversification for the selected horizon. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving against CREDIT Mutual Fund
The concept of mean reversion suggests that CREDIT SUISSE's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
CREDIT SUISSE Competition Correlation Matrix
Studying peer correlation around Credit Suisse Strategic gives investors a cleaner read on how much independent price behavior still exists across the competitive set. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.
| 0.72 | 0.85 | 0.65 | 0.91 | 0.85 | 0.87 | AHSCX | ||
| 0.72 | 0.48 | 0.19 | 0.61 | 0.48 | 0.63 | LOGSX | ||
| 0.85 | 0.48 | 0.81 | 0.98 | 1.0 | 0.91 | HGHVX | ||
| 0.65 | 0.19 | 0.81 | 0.78 | 0.81 | 0.69 | ETAHX | ||
| 0.91 | 0.61 | 0.98 | 0.78 | 0.97 | 0.9 | BHSRX | ||
| 0.85 | 0.48 | 1.0 | 0.81 | 0.97 | 0.91 | HIAHX | ||
| 0.87 | 0.63 | 0.91 | 0.69 | 0.9 | 0.91 | THQ | ||
Risk-Adjusted Indicators
Evaluating CREDIT Mutual Fund requires separating price momentum from underlying business quality relative to competitors. Without reviewing risk-adjusted indicators, investors may overweight recent returns and underweight the volatility required to achieve them. 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| AHSCX | 0.81 | -0.03 | 0.00 | -0.14 | 0.00 | 2.10 | 4.45 | |||
| LOGSX | 0.69 | 0.03 | 0.00 | -0.06 | 0.00 | 1.42 | 4.19 | |||
| HGHVX | 0.69 | -0.06 | 0.00 | -0.20 | 0.00 | 1.68 | 4.21 | |||
| ETAHX | 1.18 | -0.14 | 0.00 | 0.96 | 0.00 | 2.24 | 7.32 | |||
| BHSRX | 0.67 | -0.06 | 0.00 | -0.21 | 0.00 | 1.36 | 3.98 | |||
| HIAHX | 0.69 | -0.06 | 0.00 | -0.20 | 0.00 | 1.67 | 4.23 | |||
| THQ | 0.78 | -0.04 | 0.00 | -0.16 | 0.00 | 1.09 | 5.20 |
CREDIT SUISSE Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
CREDIT SUISSE Competition Peer Performance Charts
How to Analyze CREDIT SUISSE Against Peers
CREDIT SUISSE's peer analysis compares CREDIT SUISSE 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 CREDIT SUISSE 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 CREDIT SUISSE leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
The competition view for CREDIT SUISSE includes correlation data, showing which peers are financially similar and which ones move together in the market. Valuation premiums or discounts for CREDIT SUISSE become more meaningful when measured against the peer group rather than in isolation. Operating metrics that look strong for CREDIT SUISSE in isolation may appear average or below average in peer context. Peer benchmarking can improve context for valuation without relying only on standalone multiples.
For Credit Suisse Strategic, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist.