Financial Services Competition

SFPCXDelisted Fund

USD 0.0041 0.00 0.00%

The fund is listed under Financial category and is part of Saratoga family. Financial Services competes with Qs Global, Ab Global, Ab Global, Legg Mason, and Artisan Global and other related companies. The peer set adds context for comparison. Peer comparison for Financial Services provides quick context before deeper valuation work.

Financial Services vs Franklin Mutual Correlation Summary

Significant diversification

For the present investment horizon, the measured correlation between SFPCX and TEDIX stands at 0.07, or Significant diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving against Financial Mutual Fund

0.61	RYMEX	Commodities Strategy Steady Growth	Pair Corr
0.61	RYMJX	Commodities Strategy Steady Growth	Pair Corr
0.61	RYMBX	Commodities Strategy Steady Growth	Pair Corr
0.33	TPCIX	Timothy Israel Mon Steady Growth	Pair Corr

Specify up to 10 symbols:

The concept of mean reversion suggests that Financial Services' price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.

Hype

Prediction

Low	Estimated	High
0.00	0.01	0.01

Details

Intrinsic

Valuation

Low	Real	High
0.00	0.00	0.00

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
2.16	8.86	15.56

Details

Competitive analysis for Financial Services compares its financial performance, valuation multiples, and growth trajectory against sector peers. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Financial Services Competition Correlation Matrix

Correlation analysis between Financial Services Portfolio and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	SMYIX	ANAGX	CABIX	LFLCX	APDPX	MSTGX	TEDIX
SMYIX		0.6	0.89	0.77	0.74	0.7	0.8	SMYIX
ANAGX	0.6		0.78	0.76	0.81	0.87	0.84	ANAGX
CABIX	0.89	0.78		0.84	0.9	0.88	0.91	CABIX
LFLCX	0.77	0.76	0.84		0.83	0.87	0.92	LFLCX
APDPX	0.74	0.81	0.9	0.83		0.97	0.86	APDPX
MSTGX	0.7	0.87	0.88	0.87	0.97		0.92	MSTGX
TEDIX	0.8	0.84	0.91	0.92	0.86	0.92		TEDIX
	SMYIX	ANAGX	CABIX	LFLCX	APDPX	MSTGX	TEDIX

Risk-Adjusted Indicators

There is a big difference between Financial Mutual Fund performing well and Financial Services Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Financial Services' multiple risk-adjusted performance indicators across the competitive landscape. 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
SMYIX	0.65	0.11	0.14	0.18	0.62	-0.72	1.00	-1.08	7.76
ANAGX	0.10	-0.01	-0.04	-0.28	0.14	-0.16	0.14	-0.29	0.71
CABIX	0.45	0.09	0.15	0.15	0.46	-0.53	0.83	-1.00	6.03
LFLCX	0.14	0.00	0.00	0.00	0.14	-0.21	0.32	-0.32	1.07
APDPX	0.13	0.07	0.29	-1.68	0.00	-0.18	0.36	-0.18	0.82
MSTGX	0.25	0.08	0.17	0.29	0.25	-0.28	0.57	-0.38	2.17
TEDIX	0.52	0.04	0.05	0.06	0.81	-0.47	0.91	-1.50	3.57

Financial Services Competitive Analysis

Analyzing Financial Services alongside its competitors can reveal how well the company is executing relative to peers. For longer-term investors, tracking Financial Services' market share trends against competition is a key input for investment decisions.

Better Than Average

Worse Than Peers

View Performance Chart

	SFPCX	SMYIX	ANAGX	CABIX	LFLCX	APDPX	MSTGX	TEDIX
	0.00 0.0041 Financial	0.60 28.31 SMYIX	0.29 6.96 ANAGX	0.56 16.21 CABIX	0.43 9.30 Legg	0.45 11.11 Artisan	0.19 10.45 Morningstar	1.06 30.86 Franklin
Market Volatility (90 Days Market Risk)	Stable	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Moderate	Mild	Balanced	Mild	Robust	Constructive	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Hazard	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Buy	Sell	Strong Buy	Cautious Hold	Cautious Hold	Strong Buy	Strong Hold
Net Asset	1.52 M	562.84 M	6.7 B	245.76 M	519.48 M	239.83 M	212.65 M	9.67 B
Minimum Initial Investment	N/A	N/A	N/A	2 M	N/A	N/A	N/A	N/A
Price To Book	1.43 X	1.77 X	N/A	1.93 X	N/A	N/A	N/A	1.35 X
Five Year Return	18.22 %	14.90 %	0.54 %	6.11 %	N/A	N/A	5.87 %	12.23 %
One Year Return	25.66 %	26.32 %	4.05 %	16.06 %	N/A	13.30 %	13.48 %	21.40 %
Last Dividend Paid	N/A	N/A	0.01	0.6	N/A	N/A	0.04	N/A
Price To Earning	15.59 X	13.08 X	N/A	17.70 X	N/A	N/A	N/A	15.88 X
Price To Sales	2.39 X	0.91 X	18.19 X	1.18 X	N/A	N/A	N/A	1.13 X
Cash Position Weight	0.51 %	0.66 %	-2.47 %	8.40 %	N/A	N/A	3.40 %	0.28 %
Equity Positions Weight	99.49 %	99.34 %	0.09 %	38.19 %	N/A	N/A	54.07 %	99.17 %
Three Year Return	18.32 %	22.15 %	4.76 %	10.81 %	N/A	10.47 %	10.63 %	15.29 %
Annual Yield	N/A	0.01 %	0.03 %	0.05 %	0.06 %	0.05 %	0.04 %	0.02 %
Year To Date Return	10.17 %	2.25 %	1.01 %	4.90 %	N/A	3.79 %	4.70 %	5.95 %
Bond Positions Weight	N/A	N/A	48.26 %	53.36 %	N/A	N/A	36.46 %	N/A
Ten Year Return	2.99 %	9.63 %	3.76 %	5.73 %	N/A	N/A	N/A	5.31 %
Day Typical Price	0.0041	28.31	6.96	16.21	9.3	11.11	10.45	30.86
Daily Balance Of Power	0.0	9.2 T	0	9.2 T	0	0	9.2 T	0
Period Momentum Indicator	N/A	0.17	-0.02	0.09	-0.04	-0.05	0.02	-0.33
Rate Of Daily Change	1.0	1.01	1.0	1.01	1.0	1.0	1.0	0.99
Day Median Price	0.0041	28.31	6.96	16.21	9.3	11.11	10.45	30.86
Price Action Indicator	N/A	0.085	-0.01	0.045	-0.02	-0.03	0.01	-0.17
Relative Strength Index	6.44	51.8	42.35	56.03	39.27	66.12	54.32	41.15
Coefficient Of Variation	-807.67	858.11	136601.73	768.15	1953.02	224.95	381.31	1379.37
Mean Deviation	3.08	0.6515	0.0999	0.4532	0.1389	0.1267	0.2465	0.5211
Jensen Alpha	-1.54	0.1093	-0.01	0.088	0.0	0.0667	0.0805	0.0404
Total Risk Alpha	-1.53	0.1095	-0.01	0.0881	1.0E-4	0.0668	0.0805	0.0405
Sortino Ratio	N/A	0.141	-0.04	0.1516	9.0E-4	0.2887	0.1692	0.0454
Downside Variance	N/A	0.602	0.0599	0.3376	0.0712	0.0539	0.2272	0.7958
Standard Deviation	12.33	1.02	0.1486	0.7514	0.1952	0.1727	0.3447	0.6934
Kurtosis	65.31	15.88	0.4664	17.98	1.1	1.75	3.59	1.08
Potential Upside	1.21	0.9989	0.1443	0.8259	0.3198	0.3636	0.5703	0.906
Treynor Ratio	-0.37	0.1785	-0.28	0.1522	-0.000037	-1.68	0.293	0.058
Maximum Drawdown	101.55	7.76	0.7145	6.03	1.07	0.8235	2.17	3.57
Variance	152.12	1.05	0.0221	0.5646	0.0381	0.0298	0.1188	0.4808
Market Risk Adjusted Performance	-0.36	0.1885	-0.27	0.1622	0.01	-1.67	0.303	0.068
Risk Adjusted Performance	-0.09	0.0929	-0.04	0.1007	0.01	0.3102	0.1911	0.0551
Skewness	-8.06	2.79	-0.59	2.88	-0.54	-0.51	-1.22	-0.82
Semi Deviation	N/A	0.6241	0.1361	0.4626	0.1425	0.0	0.2525	0.805
Information Ratio	-0.12	0.107	-0.06	0.1172	0.0012	0.3881	0.234	0.0584
Value At Risk	-2.16	-1.08	-0.29	-1.00	-0.32	-0.18	-0.38	-1.50
Expected Short fall	N/A	-0.72	-0.16	-0.53	-0.21	-0.18	-0.28	-0.47
Downside Deviation	N/A	0.7759	0.2447	0.581	0.2669	0.2321	0.4767	0.8921
Semi Variance	N/A	0.3895	0.0185	0.214	0.0203	-0.06	0.0637	0.6481

Financial Services Peer Performance Charts

How to Analyze Financial Services Against Peers

Financial Services' peer analysis compares Financial Services 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 Financial Services 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 Financial Services 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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC

Financial Services Competition

Financial Services vs Franklin Mutual Correlation Summary

Significant diversification

Moving against Financial Mutual Fund

Specify up to 10 symbols:

Financial Services Competition Correlation Matrix

Risk-Adjusted Indicators

Financial Services Competitive Analysis

Financial Services Peer Performance Charts

How to Analyze Financial Services Against Peers

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY