Large Capitalization Correlations

Large Capitalization Correlation With Market

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Large Capitalization Growth. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices.

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

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    SMIPX + 0.97 SSCPX STPIX + 0.95 SMIPX STPIX + 0.93 SLCVX STPIX + 0.9 SSCPX SMIPX + 0.88 SLCVX SSCPX + 0.87 SLCVX

High negative correlations    SMIPX - 0.31 SIEPX SIEPX - 0.28 SSCPX STPIX - 0.12 SIEPX SIEPX - 0.05 SLCVX

Risk-Adjusted Indicators

There is a big difference between Large Mutual Fund performing well and Large Capitalization 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 Large Capitalization'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.