SEAFARER OVERSEAS Competition

SFGIX Fund

USD 15.27 -0.09 -0.59%

The fund is listed under the Diversified Emerging Mkts category and is part of the Seafarer Funds family. The peer group for Seafarer Overseas Growth includes VANGUARD WELLINGTON, OLD WESTBURY, PRINCIPAL LIFETIME, AQR LARGE, and Quantitative among other comparable companies. Price-to-sales ratios across SEAFARER OVERSEAS's competitors show which names the market values most per dollar of revenue.

Correlation: SEAFARER OVERSEAS vs Quantitative Overview

Very poor diversification

The correlation between SEAFARER OVERSEAS and Quantitative is 0.89, which Macroaxis classifies as Very poor diversification for the selected horizon. This chart helps evaluate whether adding Quantitative genuinely reduces risk relative to holding SEAFARER OVERSEAS alone.

Moving together with SEAFARER Mutual Fund

0.91	VEMAX	Vanguard Emerging Markets	Pair Corr
0.91	VEIEX	Vanguard Emerging Markets	Pair Corr
0.89	NEWFX	New World Fund	Pair Corr
0.89	NWFFX	New World Fund	Pair Corr
0.88	NEWCX	New World Fund	Pair Corr

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The mean reversion principle applied to SEAFARER OVERSEAS's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of SEAFARER OVERSEAS's price dislocation is essential before acting on a mean reversion signal. The mean reversion tendency in SEAFARER OVERSEAS's price is a well-documented phenomenon in academic research. In many cases, SEAFARER OVERSEAS's price extremes present statistical patterns that have recurred historically.

Hype

Prediction

Low	Estimated	High
0.00	0.00	1.16

Details

Intrinsic

Valuation

Low	Real	High
0.12	2.31	3.47

Details

Naive

Forecast

Low	Next	High
14.33	15.49	16.65

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
14.78	16.09	17.39

Details

No single-company analysis of Seafarer Overseas Growth is complete without peer benchmarking. A company that looks attractive in isolation may be significantly outperformed by competitors. Standalone analysis captures SEAFARER OVERSEAS's individual story, but peers reveal if it is truly exceptional. Disciplined peer analysis separates conviction-grade insights from superficial SEAFARER OVERSEAS observations.

SEAFARER OVERSEAS Competition Correlation Matrix

Correlation analysis between Seafarer Overseas Growth 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.

	VWELX	OWLSX	PHJEX	AMONX	GQLVX
VWELX		0.95	0.83	0.92	0.51	VWELX
OWLSX	0.95		0.94	0.92	0.71	OWLSX
PHJEX	0.83	0.94		0.88	0.84	PHJEX
AMONX	0.92	0.92	0.88		0.56	AMONX
GQLVX	0.51	0.71	0.84	0.56		GQLVX
	VWELX	OWLSX	PHJEX	AMONX	GQLVX

Risk-Adjusted Indicators

Strong recent returns in SEAFARER Mutual Fund do not always mean SEAFARER OVERSEAS Mutual Fund is outperforming peers on business quality. Without risk-adjusted context, investors may overweight short-term returns and underweight the volatility required to achieve them. 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
VWELX	0.42	0.00	0.00	-0.07	0.00	0.00	0.85	-1.08	3.04
OWLSX	0.57	0.01	0.00	-0.05	0.00	0.00	0.90	-1.55	3.81
PHJEX	0.54	0.07	0.11	0.03	0.71	-0.56	1.11	-1.42	4.64
AMONX	0.79	0.07	0.06	0.01	1.02	-0.81	1.42	-1.69	5.22
GQLVX	0.62	0.07	0.10	0.02	0.76	-0.64	1.08	-1.20	4.20

SEAFARER OVERSEAS Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	SFGIX	VWELX	OWLSX	PHJEX	AMONX	GQLVX
	0.59 15.27 SEAFARER	0.28 42.94 VANGUARD	0.05 19.86 OLD	0.19 16.10 PRINCIPAL	1.56 19.58 AQR	0.75 13.52 Quantitative
Market Volatility (90 Days Market Risk)	Slightly Elevated	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Contained	Weak	Weak	Weak	Weak	Soft
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Buy
Net Asset	3.68 B	119.82 B	18.07 B	179.98 M	616.12 M	1.51 M
Minimum Initial Investment	N/A	N/A	1 K	1 K	N/A	N/A
Price To Book	1.81 X	2.07 X	2.73 X	N/A	N/A	N/A
Five Year Return	4.92 %	8.08 %	11.41 %	6.99 %	11.36 %	8.25 %
One Year Return	33.58 %	14.06 %	19.01 %	13.52 %	17.41 %	14.31 %
Last Dividend Paid	0.21	N/A	0.05	N/A	N/A	0.04
Price To Earning	15.52 X	17.21 X	18.96 X	N/A	N/A	N/A
Price To Sales	1.82 X	1.56 X	1.88 X	N/A	N/A	N/A
Cash Position Weight	1.05 %	1.76 %	2.67 %	3.83 %	0.88 %	0.71 %
Equity Positions Weight	98.95 %	63.81 %	97.33 %	79.25 %	94.90 %	99.29 %
Three Year Return	14.98 %	13.59 %	16.75 %	14.22 %	19.89 %	13.12 %
Annual Yield	0.03 %	0.02 %	0.0035 %	0.02 %	N/A	0.01 %
Year To Date Return	6.71 %	0.63 %	10.49 %	0.49 %	2.11 %	0.15 %
Bond Positions Weight	N/A	4.65 %	N/A	16.42 %	N/A	N/A
Ten Year Return	N/A	9.55 %	8.05 %	N/A	12.34 %	N/A
Day Typical Price	15.27	42.94	19.86	16.1	19.58	13.52
Period Momentum Indicator	-0.09	-0.12	-0.01	-0.03	0.3	0.1
Rate Of Daily Change	0.99	1.0	1.0	1.0	1.02	1.01
Day Median Price	15.27	42.94	19.86	16.1	19.58	13.52
Price Action Indicator	-0.04	-0.06	-0.01	-0.01	0.15	0.05
Relative Strength Index	43.42	37.26	36.62	41.09	44.24	45.32
Coefficient Of Variation	1414.47	-2,033	-2,900	2205.58	5799.95	2947.36
Mean Deviation	0.8243	0.425	0.5669	0.5414	0.7949	0.6173
Jensen Alpha	0.1137	-0.0032	0.0104	0.0691	0.0715	0.0683
Total Risk Alpha	0.1622	0.0059	0.0224	0.0827	0.0863	0.0781
Sortino Ratio	0.0874	N/A	N/A	0.1149	0.0631	0.1017
Downside Variance	2.41	N/A	N/A	0.5825	1.27	0.6231
Standard Deviation	1.16	0.5584	0.7517	0.7538	1.02	0.7896
Kurtosis	4.19	1.33	0.7318	2.55	0.3763	0.3978
Potential Upside	1.41	0.8545	0.8975	1.11	1.42	1.08
Treynor Ratio	0.1101	-0.07	-0.05	0.0342	0.0075	0.0207
Maximum Drawdown	6.48	3.04	3.81	4.64	5.22	4.2
Variance	1.35	0.3118	0.565	0.5682	1.03	0.6235
Market Risk Adjusted Performance	0.1201	-0.06	-0.04	0.0442	0.0175	0.0307
Risk Adjusted Performance	0.0608	-0.04	-0.03	0.0362	0.0161	0.0274
Skewness	-1.57	-0.75	-0.65	0.3545	-0.01	0.0823
Semi Deviation	1.34	N/A	N/A	0.7139	1.02	0.759
Information Ratio	0.1168	0.0466	0.0367	0.1163	0.0699	0.1017
Value At Risk	-1.93	-1.08	-1.55	-1.42	-1.69	-1.20
Expected Short fall	-0.78	N/A	N/A	-0.56	-0.81	-0.64
Downside Deviation	1.55	N/A	N/A	0.7632	1.13	0.7894
Semi Variance	1.79	N/A	N/A	0.5097	1.05	0.576

SEAFARER OVERSEAS Competition Peer Performance Charts

How to Analyze SEAFARER OVERSEAS Against Peers

SEAFARER OVERSEAS's peer analysis compares SEAFARER OVERSEAS 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 SEAFARER OVERSEAS 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 SEAFARER OVERSEAS leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Earnings revisions for SEAFARER OVERSEAS have trended more positive than for its closest peers over the last 90 days. When SEAFARER OVERSEAS and a peer diverge sharply on valuation, the earnings and cash flow data usually explain why. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.

Reported values for Seafarer Overseas Growth are derived from fund disclosures and market reference feeds and then standardized for analysis. Refresh timing depends on source availability.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors

Last reviewed on March 18th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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SEAFARER OVERSEAS Competition

Correlation: SEAFARER OVERSEAS vs Quantitative Overview

Moving together with SEAFARER Mutual Fund

Specify up to 10 symbols:

SEAFARER OVERSEAS Competition Correlation Matrix

Risk-Adjusted Indicators

SEAFARER OVERSEAS Competitive Analysis

SEAFARER OVERSEAS Competition Peer Performance Charts

How to Analyze SEAFARER OVERSEAS Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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