Swan Defined Correlations

Mutual Funds . USA . 
Fund . Swan Defined Risk
SDRAX Fund  USD 14.73  0.01  0.07%   
The current 90-days correlation between Swan Defined Risk and Dunham Real Estate is 0.1 (i.e., Average diversification). The correlation of Swan Defined 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.

Swan Defined Correlation With Market

Very poor diversification

The correlation between Swan Defined Risk and DJI is 0.81 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Swan Defined Risk and DJI in the same portfolio, assuming nothing else is changed.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Swan Defined Risk. 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 nation.

Moving together with Swan Mutual Fund

  0.62SDACX Swan Defined RiskPairCorr
  0.65SDAAX Swan Defined RiskPairCorr
  0.65SDAIX Swan Defined RiskPairCorr
  0.97SDRCX Swan Defined RiskPairCorr
  1.0SDRIX Swan Defined RiskPairCorr
  0.67JHEQX Jpmorgan Hedged EquityPairCorr
  0.67JHQAX Jpmorgan Hedged EquityPairCorr
  0.65GTENX Gateway Fund ClassPairCorr
  0.65GTEYX Gateway Fund ClassPairCorr
  0.7GATEX Gateway Fund ClassPairCorr
  0.64JHDCX Jpmorgan Hedged EquityPairCorr
  0.67JHDRX Jpmorgan Hedged EquityPairCorr
  0.73VTSAX Vanguard Total StockPairCorr
  0.67VFIAX Vanguard 500 IndexPairCorr
  0.71VTSMX Vanguard Total StockPairCorr
  0.7VSMPX Vanguard Total StockPairCorr
  0.72VITSX Vanguard Total StockPairCorr
  0.73VSTSX Vanguard Total StockPairCorr
  0.9VTIAX Vanguard Total InterPairCorr
  0.67VFINX Vanguard 500 IndexPairCorr
  0.7VFFSX Vanguard 500 IndexPairCorr
  0.68VBTLX Vanguard Total BondPairCorr
  0.91REMTX American Funds 2060PairCorr
  0.75HIIIX Catalystsmh High IncomePairCorr
  0.8VIOAX Vela Income OpportunitiesPairCorr
  0.92SSGHX State Street GlobalPairCorr
  0.81RLUEX Lazard Equity ConcenPairCorr
  0.86DFVQX Dfa International VectorPairCorr
  0.93RNCCX American Funds IncomePairCorr
  0.84FPCGX Fort Pitt CapitalPairCorr
  0.61NQCCX Nuveen Nwq LargePairCorr
  0.89BALFX American BalancedPairCorr
  0.8REINX Invesco Real EstatePairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Swan Mutual Fund performing well and Swan Defined 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 Swan Defined'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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