IMGP SBH Competition
| PFSVX Fund | USD 13.15 -0.24 -1.79% |
IMGP SBH vs Hartford Healthcare Correlation Snapshot
Poor diversification
Across the chosen horizon, PFSVX and HGHVX show a correlation of 0.75 and fall into the Poor diversification bucket. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving together with IMGP Mutual Fund
Valuation-driven investors use mean reversion to time IMGP SBH's investments: buying when it trades materially below its historical average valuation multiples and selling when it reaches premium territory.
IMGP SBH Competition Correlation Matrix
Correlation analysis between Imgp Sbh Focused and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. The useful question is whether competitors are behaving like true alternatives or simply tracking the same sector move with different volatility.
Risk-Adjusted Indicators
IMGP SBH Mutual Fund may look attractive on headline returns alone, but deeper analysis often tells a different story. 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| PHLAX | 1.15 | 0.20 | 0.19 | 0.12 | 0.98 | 2.18 | 21.23 | |||
| DLHIX | 0.81 | -0.03 | 0.00 | -0.14 | 0.00 | 1.89 | 4.62 | |||
| SHISX | 0.67 | -0.06 | 0.00 | -0.21 | 0.00 | 1.35 | 3.99 | |||
| LOGSX | 0.69 | 0.03 | 0.00 | -0.06 | 0.00 | 1.42 | 4.19 | |||
| ETAHX | 1.19 | -0.07 | 0.00 | -0.18 | 0.00 | 2.24 | 7.32 | |||
| HIAHX | 0.69 | -0.06 | 0.00 | -0.20 | 0.00 | 1.67 | 4.23 | |||
| SCHLX | 0.67 | -0.08 | 0.00 | -0.23 | 0.00 | 1.54 | 4.21 | |||
| HGHVX | 0.69 | -0.06 | 0.00 | -0.20 | 0.00 | 1.68 | 4.21 |
IMGP SBH Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
IMGP SBH Competition Peer Performance Charts
How to Analyze IMGP SBH Against Peers
IMGP SBH's peer analysis compares IMGP SBH 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 IMGP SBH 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 IMGP SBH leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Return on invested capital comparison for IMGP SBH versus peers reveals which companies in the group are genuinely creating value. Momentum comparison for IMGP SBH across peers can signal rotation when peers accelerate while IMGP SBH lags or vice versa. Peer analysis may also reveal when current market leaders are beginning to converge back toward group averages.
For Imgp Sbh Focused, 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.