Dimensional 2055 Correlations

DRIKX Fund

USD 23.33 0.15 0.65%

Current 90-days correlation between Dimensional 2055 Target and Live Oak Health is -0.25 (i.e., Very good diversification).Investors use Dimensional 2055's correlation data to evaluate hedging opportunities. A negative correlation with another asset means the two positions can offset each other's risk during periods of market stress.

Correlation Against Market - Dimensional 2055

Poor diversification

Across the chosen horizon, DRIKX and DJI show a correlation of 0.69 and fall into the Poor diversification bucket. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Investing Opportunities provides context for diversified portfolio construction. Additional portfolio transparency improves capital positioning. This reflects a position in Dimensional 2055 Target across the allocation. 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 industry.

Moving together with Dimensional Mutual Fund

0.96	DIHRX	Intal High Relative	Pair Corr
0.93	DILRX	Dfa International	Pair Corr
0.75	DIPSX	Dfa Inflation Protected	Pair Corr
0.94	DISVX	Dfa International Small	Pair Corr
0.94	DISMX	Dfa International	Pair Corr
0.91	DMNBX	Dfa Mn Municipal	Pair Corr
0.77	DMREX	Dfa Municipal Real	Pair Corr
0.9	DNYMX	Dfa Ny Municipal	Pair Corr
0.92	DOGMX	Dfa Oregon Municipal	Pair Corr
0.92	DREIX	World Core Equity	Pair Corr
0.94	DRIIX	Dimensional 2045 Target	Pair Corr
0.91	DRIHX	Dimensional 2040 Target	Pair Corr
0.86	DRIGX	Dimensional 2035 Target	Pair Corr
0.85	DRIWX	Dimensional 2030 Target	Pair Corr
0.88	DRIUX	Dimensional 2025 Target	Pair Corr
0.84	DRIRX	Dimensional 2020 Target	Pair Corr
0.82	DRIQX	Dimensional 2015 Target	Pair Corr
1.0	DRILX	Dimensional 2060 Target	Pair Corr
1.0	DRIJX	Dimensional 2050 Target	Pair Corr
0.94	DAADX	Dfa Emerging Markets	Pair Corr
0.86	DAABX	Dfa Sustainability	Pair Corr
0.94	DSCLX	Dfa International Social	Pair Corr
0.8	DSCGX	Dfa Small	Pair Corr
0.76	DSFIX	Dfa Social Fixed	Pair Corr
0.95	DSHGX	Dfa Selectively Hedged	Pair Corr
0.91	DSSMX	Dfa Selective State	Pair Corr
0.93	DTCPX	Dfa Targeted Credit	Pair Corr
1.0	DTDRX	Dimensional 2065 Target	Pair Corr
0.77	DCARX	Dfa California Municipal	Pair Corr
0.92	DCIBX	Dfa Ca Int	Pair Corr
0.75	DCMSX	Dfa Commodity Strategy	Pair Corr
0.85	DURPX	Us High Relative	Pair Corr
0.72	DUSQX	Us Lg Cap	Pair Corr
0.71	DUSLX	Dfa Large	Pair Corr
0.94	DEMSX	Emerging Markets Small	Pair Corr
0.95	DEMGX	Emerging Markets Targeted	Pair Corr
0.8	DWFIX	Dfa World Ex	Pair Corr
0.94	DESIX	Emerging Markets	Pair Corr

Related Correlations Analysis

	BHSRX	PHLAX	LYFAX	HGHYX	SWHFX	LOGSX
BHSRX		0.7	0.15	0.74	0.67	0.68	BHSRX
PHLAX	0.7		0.3	0.55	0.85	0.74	PHLAX
LYFAX	0.15	0.3		-0.13	0.44	0.42	LYFAX
HGHYX	0.74	0.55	-0.13		0.37	0.42	HGHYX
SWHFX	0.67	0.85	0.44	0.37		0.88	SWHFX
LOGSX	0.68	0.74	0.42	0.42	0.88		LOGSX
	BHSRX	PHLAX	LYFAX	HGHYX	SWHFX	LOGSX

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

LOGSX	+ 0.88	SWHFX
SWHFX	+ 0.85	PHLAX
HGHYX	+ 0.74	BHSRX
LOGSX	+ 0.74	PHLAX
PHLAX	+ 0.7	BHSRX
LOGSX	+ 0.68	BHSRX

High negative correlations

HGHYX

- 0.13

LYFAX

Risk-Adjusted Indicators

There is a big difference between Dimensional Mutual Fund performing well and Dimensional 2055 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 Dimensional 2055'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.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BHSRX	0.71	0.04	0.07	0.08	0.68	-0.95	1.69	-1.27	5.56
PHLAX	1.11	0.22	0.24	3.43	0.76	-1.57	2.18	-1.54	21.23
LYFAX	0.93	0.04	0.05	-0.25	1.10	-0.98	2.00	-1.85	5.65
HGHYX	0.67	-0.02	0.00	-0.05	0.00	0.00	1.69	-1.33	3.95
SWHFX	0.71	0.08	0.12	-1.14	0.67	-0.82	1.56	-1.16	5.63
LOGSX	0.71	0.05	0.06	0.07	0.78	-0.78	1.42	-1.46	4.19

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