Fisher Investments Correlations

Mutual Funds . USA . 
Fund . Fisher All Foreign
IAFEX Fund  USD 13.23  0.10  0.75%   
The current 90-days correlation between Fisher All Foreign and California Municipal Portfolio is 0.19 (i.e., Average diversification). The correlation of Fisher Investments is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Fisher Investments Correlation With Market

Average diversification

The correlation between Fisher All Foreign and DJI is 0.19 (i.e., Average diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Fisher All Foreign and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Fisher All Foreign. 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 income.

Moving together with Fisher Mutual Fund

  0.94TMPFX Tactical Multi PurposePairCorr
  0.87QDIBX Fisher Fixed IncomePairCorr
  0.86QDVBX Fisher InvestmentsPairCorr
  0.95RERFX Europacific GrowthPairCorr
  0.95AEPFX Europacific GrowthPairCorr
  0.94CEUAX Europacific GrowthPairCorr
  0.94CEUCX Europacific GrowthPairCorr
  0.94RERCX Europacific GrowthPairCorr
  0.95REREX Europacific GrowthPairCorr
  0.87RERGX Europacific GrowthPairCorr
  0.95CEUFX Europacific GrowthPairCorr
  0.94CEUEX Europacific GrowthPairCorr
  0.94RERAX Europacific GrowthPairCorr
  0.99VGTSX Vanguard Total InterPairCorr
  0.99VTIAX Vanguard Total InterPairCorr
  0.85CPPAX American Funds PresePairCorr
  0.89PCGAX Prudential Income BuilderPairCorr
  0.85MAHQX Blackrock Total RetPairCorr
  0.61MLPTX Oppenheimer Steelpath MlpPairCorr
  0.71TRIZX T Rowe PricePairCorr
  0.8JSTKX Jpmorgan Smartretirement*PairCorr
  0.85NEWCX New World FundPairCorr
  0.74AVAYX Ab Virginia PortfolioPairCorr
  0.83RAMEX Short Term BondPairCorr
  0.95CBUDX Crossingbridge Ultra-shortPairCorr

Moving against Fisher Mutual Fund

  0.63IUSCX Fisher InvestmentsPairCorr
  0.36ILESX Fisher InvestmentsPairCorr
  0.53COSRX Columbia OverseasPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Fisher Mutual Fund performing well and Fisher Investments 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 Fisher Investments' 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.

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