Pacific Funds Competition
| PODAX Fund | USD 12.92 0.09 0.70% |
Pair Correlation for Pacific Funds and Gabelli Global Snapshot
Very poor diversification
The correlation between Pacific Funds and Gabelli Global is 0.88, which Macroaxis classifies as Very poor diversification for the selected horizon. This chart helps evaluate whether adding Gabelli Global genuinely reduces risk relative to holding Pacific Funds alone.
Moving together with Pacific Mutual Fund
Experienced market participants anticipate that Pacific Funds' price will even out over time. Periods when Pacific Funds' deviates significantly from its historical mean may warrant further fundamental analysis.
Pacific Funds Competition Correlation Matrix
Reviewing how Pacific Funds Portfolio moves relative to competing funds can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. The current classification points to the Allocation--70% to 85% Equity category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.
| 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | MCBXX | ||
| 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | FTIXX | ||
| 0.0 | 0.0 | 0.09 | -0.4 | 0.52 | IAAEX | ||
| 0.0 | 0.0 | 0.09 | 0.17 | 0.65 | FIDSX | ||
| 0.0 | 0.0 | -0.4 | 0.17 | 0.06 | MSVIX | ||
| 0.0 | 0.0 | 0.52 | 0.65 | 0.06 | GCFSX | ||
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
Strong recent returns in Pacific Mutual Fund do not always mean Pacific Funds Mutual Fund is outperforming peers on business quality. Risk-adjusted metrics help compare Pacific Funds' efficiency and downside exposure against peers on a like-for-like basis. 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| MCBXX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| FTIXX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| IAAEX | 1.00 | 0.24 | 0.34 | 4.49 | 0.63 | 1.37 | 19.97 | |||
| FIDSX | 0.90 | -0.06 | 0.00 | -0.11 | 0.00 | 1.45 | 6.16 | |||
| MSVIX | 2.13 | -0.96 | 0.00 | -1.17 | 0.00 | 1.38 | 62.89 | |||
| GCFSX | 0.64 | -0.01 | 0.00 | -0.08 | 0.00 | 0.98 | 3.16 |
Pacific Funds Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
Pacific Funds Competition Peer Performance Charts
How to Analyze Pacific Funds Against Peers
Pacific Funds' peer analysis compares Pacific Funds 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 Pacific Funds 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 Pacific Funds leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Pacific Funds' capital allocation track record stands out when measured by cumulative returns on acquisitions versus peers. Customer concentration risk differs across Pacific Funds' peer group, which affects earnings stability in a downturn. Relative comparison helps show where Pacific Funds is stronger or weaker against peers.
Data shown for Pacific Funds Portfolio is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.