Ridgeworth Seix Correlations

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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    STCAX + 0.88 PICMX SAMHX + 0.82 PICMX STCAX + 0.75 SAMHX PICMX + 0.0 STHTX STITX + 0.0 STHTX SAMHX + 0.0 STHTX

High negative correlations    STCAX - 0.51 STITX SAMHX - 0.43 STITX STITX - 0.38 PICMX STCAX - 0.0 STHTX SAMHX - 0.0 STHTX STITX - 0.0 STHTX

Risk-Adjusted Indicators

There is a big difference between Ridgeworth Mutual Fund performing well and Ridgeworth Seix 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 Ridgeworth Seix'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.