Chartwell Small Correlations

Mutual Funds . USA . 
Fund . Chartwell Small Cap
CWSIX Fund  USD 13.78  0.04  0.29%   
The current 90-days correlation between Chartwell Small Cap and Gmo High Yield is -0.06 (i.e., Good diversification). The correlation of Chartwell Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Chartwell Small Correlation With Market

Very poor diversification

The correlation between Chartwell Small Cap and DJI is 0.89 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Chartwell Small Cap and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Chartwell Small Cap. 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 gross domestic product.

Moving together with Chartwell Mutual Fund

  0.79CWFIX Chartwell Short DurationPairCorr
  0.77CWFAX Chartwell Short DurationPairCorr
  0.76CWFRX Carillon Chartwell ShortPairCorr
  0.84HIGCX Eagle Growth IncomePairCorr
  0.9HIGJX Eagle Growth IncomePairCorr
  0.88CWSGX Chartwell Small CapPairCorr
  0.9CWSHX Carillon Chartwell SmallPairCorr
  0.85UMBHX Scout Small CapPairCorr
  0.76BERSX Carillon Chartwell RealPairCorr
  0.76BERGX Carillon Chartwell RealPairCorr
  0.82BERHX Carillon Chartwell RealPairCorr
  0.88BERDX Carillon Chartwell MidPairCorr
  0.88BERBX Carillon Chartwell MidPairCorr
  0.88BERAX Carillon Chartwell MidPairCorr
  0.84HRCIX Eagle Capital ApprecPairCorr
  0.87HRSCX Eagle Small CapPairCorr
  0.86CSMUX Carillon Scout MidPairCorr
  0.98VSIIX Vanguard Small CapPairCorr
  0.97VISVX Vanguard Small CapPairCorr
  0.98DFSVX Us Small CapPairCorr
  0.98DFFVX Us Targeted ValuePairCorr
  0.99UBVCX Undiscovered ManagersPairCorr
  0.99UBVAX Undiscovered ManagersPairCorr
  0.99UBVSX Undiscovered ManagersPairCorr
  0.98AVFIX American Beacon SmallPairCorr
  0.89BRUFX Bruce Fund BrucePairCorr
  0.89SPGSX State Street PremierPairCorr
  0.71KF Korea ClosedPairCorr
  0.94MMFOX Massmutual SelectPairCorr
  0.93AAMCX Absolute Capital AssetPairCorr
  0.95VIMSX Vanguard Mid CapPairCorr
  0.61EBABX Eaton Vance EPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Chartwell Mutual Fund performing well and Chartwell Small 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 Chartwell Small'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.

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