SMALL COMPANY Competition
| FOSCX Fund | USD 28.68 0.63 2.25% |
Correlation: SMALL COMPANY vs WILMINGTON LARGE-CAP Details
Moderate diversification
For the present investment horizon, the measured correlation between SMALL COMPANY and WILMINGTON LARGE-CAP stands at 0.35, or Moderate diversification. Lower overlap tends to improve diversification, while higher overlap means both positions carry similar risk.
Moving together with SMALL Mutual Fund
Experienced investors tracking SMALL COMPANY's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in SMALL COMPANY. Prices periodically overshoot their intrinsic value in both directions, creating mean reversion opportunities in SMALL COMPANY. The mean reversion signal is most useful when combined with fundamental confirmation for SMALL COMPANY's.
SMALL COMPANY Competition Correlation Matrix
Correlation analysis between Small Pany Fund and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. 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
SMALL COMPANY Mutual Fund can look attractive on recent price action while risk efficiency lags the peer group. Reviewing SMALL COMPANY's risk-adjusted indicators gives a clearer view of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| FOSBX | 0.80 | 0.12 | 0.10 | 0.04 | 1.04 | 2.14 | 5.34 | |||
| AFVLX | 0.65 | 0.02 | 0.00 | -0.04 | 0.00 | 1.10 | 4.28 | |||
| AAIPX | 0.73 | 0.03 | 0.00 | -0.03 | 0.00 | 1.43 | 5.19 | |||
| AIEAX | 0.72 | -0.07 | 0.00 | 0.35 | 0.00 | 1.31 | 5.23 | |||
| AAISX | 0.73 | 0.03 | 0.00 | -0.03 | 0.00 | 1.42 | 5.15 | |||
| AILCX | 0.73 | 0.03 | 0.00 | -0.04 | 0.00 | 1.40 | 5.19 | |||
| SVOAX | 0.75 | 0.29 | 0.52 | 0.85 | 0.00 | 0.82 | 20.13 | |||
| CSVAX | 0.77 | 0.06 | 0.11 | -0.43 | 1.19 | 1.65 | 5.86 | |||
| DITEX | 0.08 | -0.01 | 0.19 | -0.39 | 0.14 | 0.23 | 0.70 | |||
| WMLIX | 0.61 | 0.00 | 0.00 | -0.06 | 0.00 | 1.03 | 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
SMALL COMPANY carries less net debt relative to EBITDA than most competitors, giving it more room to invest or weather downturns. Peer benchmarking can improve context for valuation without relying only on standalone multiples.
For Small Pany Fund, this section uses fund disclosures and market reference feeds and standardizes the results for cross-period comparison. Intraday timing differences may exist.