Inflation Protection Correlations

Inflation Protection Correlation With Market

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Inflation Protection Fund. 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    UCPIX + 0.99 SHPSX PRDMX + 0.93 AFDVX AFDVX + 0.87 TIMVX PRDMX + 0.86 TIMVX IAAEX + 0.72 CSCVX IAAEX + 0.42 AFDVX

High negative correlations    UCPIX - 0.92 AFDVX AFDVX - 0.91 SHPSX UCPIX - 0.89 TIMVX PRDMX - 0.88 UCPIX PRDMX - 0.87 SHPSX SHPSX - 0.85 TIMVX

Risk-Adjusted Indicators

There is a big difference between Inflation Mutual Fund performing well and Inflation Protection 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 Inflation Protection'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.