Core Fixed Correlations

Core Fixed Correlation With Market

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Core Fixed Income. 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 employment.

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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    EXCIX + 1.0 JICDX EXCRX + 1.0 JICDX PRBDX + 1.0 JICDX EXCRX + 1.0 EXCIX WCPNX + 1.0 WCPBX WCPBX + 0.99 JICDX

High negative correlations    WCPNX - 0.0 GEVEX WCPBX - 0.0 GEVEX PRBDX - 0.0 GEVEX EXCRX - 0.0 GEVEX EXCIX - 0.0 GEVEX WCPNX - 0.0 STTKX

Risk-Adjusted Indicators

There is a big difference between Core Mutual Fund performing well and Core Fixed 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 Core Fixed'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.