Eagle Capital Correlations

Eagle Capital Correlation With Market

Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Eagle Capital Appreciation. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey.

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations    RGVCX + 1.0 RGVAX UGSFX + 1.0 RGVAX RGVJX + 1.0 RGVCX UGSFX + 1.0 RGVCX UGSFX + 1.0 RGVJX UIGSX + 0.99 RGVAX

High negative correlations    VSIGX - 0.69 RYAQX RGVAX - 0.66 RYAQX RGVCX - 0.64 RYAQX UGSFX - 0.63 RYAQX RGVJX - 0.58 RYAQX UIGSX - 0.58 RYAQX

Risk-Adjusted Indicators

There is a big difference between Eagle Mutual Fund performing well and Eagle Capital 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 Eagle Capital'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.