Real Estate Correlations

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Real Estate 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 main economic indicators.

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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    TWEIX + 0.97 TWVLX TWMIX + 0.72 BULIX TWVLX + 0.72 BULIX TWEIX + 0.71 BULIX TWEIX + 0.61 TWMIX TWVLX + 0.58 TWMIX

High negative correlations    TWHIX - 0.11 TWMIX TWEIX - 0.06 TWHIX TWHIX - 0.0 BULIX

Risk-Adjusted Indicators

There is a big difference between Real Mutual Fund performing well and Real Estate 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 Real Estate'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.