Chartwell Small Correlations

Mutual Funds . USA . 
Fund . Chartwell Small Cap
CWSIX Fund  USD 14.15  0.01  0.07%   
The current 90-days correlation between Chartwell Small Cap and The Hartford Municipal is -0.01 (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 0.86 (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

  0.88CWFIX Chartwell Short DurationPairCorr
  0.89CWFCX Carillon Chartwell ShortPairCorr
  0.9CWFAX Chartwell Short DurationPairCorr
  0.89CWFRX Carillon Chartwell ShortPairCorr
  0.99HIGCX Eagle Growth IncomePairCorr
  0.99HIGJX Eagle Growth IncomePairCorr
  0.99HIGUX Eagle Growth IncomePairCorr
  0.84CWSGX Chartwell Small CapPairCorr
  0.98CWSHX Carillon Chartwell SmallPairCorr
  0.98CWSCX Carillon Chartwell SmallPairCorr
  0.87CWSAX Carillon Chartwell SmallPairCorr
  0.86CWSBX Carillon Chartwell SmallPairCorr
  0.98CWSWX Carillon Chartwell SmallPairCorr
  0.86CWSRX Columbia Large CapPairCorr
  0.98SUBTX Carillon Reams UnconPairCorr
  0.98SUBDX Carillon Reams UnconPairCorr
  0.98SUBFX Scout Unconstrained BondPairCorr
  0.97SUBEX Carillon Reams UnconPairCorr
  0.9UMBMX Scout Mid CapPairCorr
  0.83UMBHX Scout Small CapPairCorr
  0.9BERSX Carillon Chartwell RealPairCorr
  0.91BERIX Berwyn IncomePairCorr
  0.9BERGX Carillon Chartwell RealPairCorr
  0.9BERHX Carillon Chartwell RealPairCorr
  0.98BERDX Carillon Chartwell MidPairCorr
  0.98BERBX Carillon Chartwell MidPairCorr
  1.0BERCX Berwyn CornerstonePairCorr
  0.98BERAX Carillon Chartwell MidPairCorr
  0.78HRCCX Eagle Capital ApprecPairCorr
  0.78HRCPX Eagle Capital ApprecPairCorr

Moving against Chartwell Mutual Fund

  0.94CSSVX Carillon Scout SmallPairCorr
  0.94CSSJX Carillon Scout SmallPairCorr
  0.93CSSAX Carillon Scout SmallPairCorr
  0.91HRCVX Eagle Growth IncomePairCorr

Related Correlations Analysis


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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