SMALL COMPANY Competition
| FOSBX Fund | USD 28.22 -0.44 -1.54% |
SMALL COMPANY vs WILMINGTON LARGE-CAP Correlation Details
Weak diversification
The correlation between FOSBX and WMLIX is 0.35, which Macroaxis classifies as Weak 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 together with SMALL Mutual Fund
Mean reversion is the tendency of SMALL COMPANY's price to return to its historical average after periods of extreme deviation. Investors who identify when SMALL COMPANY's is significantly above or below its mean may find compelling entry or exit opportunities.
SMALL COMPANY Competition Correlation Matrix
Reviewing how Small Pany Fund moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.
Risk-Adjusted Indicators
Strong stock returns do not always mean SMALL COMPANY Mutual Fund is outperforming its peers on a fundamental level. Risk-adjusted metrics allow investors to compare SMALL COMPANY's efficiency and downside exposure against peers in a more meaningful way. 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| FOSCX | 0.78 | 0.10 | 0.08 | -0.01 | 1.07 | 1.74 | 5.30 | |||
| AFVLX | 0.64 | 0.03 | 0.00 | -0.07 | 0.00 | 1.09 | 4.28 | |||
| AAIPX | 0.71 | 0.02 | 0.00 | -0.07 | 0.00 | 1.30 | 5.19 | |||
| AIEAX | 0.72 | 0.02 | 0.00 | -0.08 | 0.00 | 1.31 | 5.23 | |||
| AAISX | 0.72 | 0.02 | 0.00 | -0.08 | 0.00 | 1.30 | 5.15 | |||
| AILCX | 0.72 | 0.01 | 0.00 | -0.08 | 0.00 | 1.33 | 5.19 | |||
| SVOAX | 0.75 | 0.28 | 0.54 | 0.76 | 0.13 | 0.82 | 20.13 | |||
| CSVAX | 0.77 | 0.16 | 0.13 | 0.09 | 1.19 | 1.65 | 5.86 | |||
| DITEX | 0.08 | 0.00 | 0.29 | -0.20 | 0.14 | 0.23 | 0.70 | |||
| WMLIX | 0.59 | 0.01 | 0.00 | -0.09 | 0.00 | 0.88 | 3.64 |
SMALL COMPANY Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
SMALL COMPANY Competition Peer Performance Charts
How to Analyze SMALL COMPANY Against Peers
SMALL COMPANY's peer analysis compares SMALL COMPANY 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 SMALL COMPANY 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 SMALL COMPANY leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Peer analysis for SMALL COMPANY uses the most recent available fundamentals rather than static annual comparisons, improving relevance as conditions evolve. The four dimensions that most reliably separate industry leaders from laggards are valuation, profitability, leverage, and growth rate for SMALL COMPANY. Correlation data across SMALL COMPANY's peer group reveals both financial similarity and market co-movement patterns. This summary reflects available observations without forecasting intent. Competition analysis is most useful when price, margins, leverage, and growth are read together.
Data shown for Small Pany Fund is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication cadence can introduce delays.