Investec Emerging Competition
| ZEMIX Fund | USD 13.71 0.12 0.88% |
Correlation: Investec Emerging vs Balanced Fund Overview
Very weak diversification
For the present investment horizon, the measured correlation between ZEMIX and WBALX stands at 0.49, or Very weak diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving together with Investec Mutual Fund
The mean reversion principle applied to Investec Emerging's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Investec Emerging Competition Correlation Matrix
Correlation analysis between Investec Emerging Markets 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.
| 0.81 | 0.08 | 0.0 | 0.15 | FADZX | ||
| 0.81 | -0.02 | 0.0 | -0.16 | FWYFAX | ||
| 0.08 | -0.02 | 0.0 | 0.69 | OPTCX | ||
| 0.0 | 0.0 | 0.0 | 0.0 | SCPXX | ||
| 0.15 | -0.16 | 0.69 | 0.0 | WBALX | ||
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Investec Mutual Fund performing well and Investec Emerging 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 Investec Emerging's 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| FADZX | 0.06 | 0.00 | 0.09 | -0.12 | 0.00 | 0.10 | 0.38 | |||
| FWYFAX | 0.35 | 0.02 | 0.04 | 0.03 | 0.46 | 0.57 | 2.40 | |||
| OPTCX | 0.14 | -0.01 | 0.00 | -0.08 | 0.00 | 0.30 | 1.01 | |||
| SCPXX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| WBALX | 0.37 | 0.02 | 0.06 | 0.03 | 0.37 | 0.66 | 4.27 |
Investec Emerging Competitive Analysis
Investors who closely follow Investec Emerging should also examine its competitive environment to provide context for its financials. Investec Emerging's performance relative to peers often reveals whether its results are driven by company-specific factors or broader industry trends.| Better Than Average | Worse Than Peers | View Performance Chart |
Investec Emerging Peer Performance Charts
How to Analyze Investec Emerging Against Peers
Investec Emerging's peer analysis compares Investec Emerging 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 Investec Emerging 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 Investec Emerging leads or lags and what catalysts could close or widen the gap.