Barrow Hanley Correlations

Mutual Funds USA . 
Fund . Barrow Hanley Value
BVOIX Fund  USD 12.05  0.01  0.08%   
The current 90-days correlation between Barrow Hanley Value and Multisector Bond Sma is 0.6 (i.e., Poor diversification). The correlation of Barrow Hanley 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.

Barrow Hanley Correlation With Market

Almost no diversification

The correlation between Barrow Hanley Value and DJI is 0.92 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Barrow Hanley Value 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 Barrow Hanley Value. 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 Barrow Mutual Fund

  0.81BTRIX Bmo In RetirementPairCorr
  0.97BCONX Barrow Hanley CreditPairCorr
  0.95BEMVX Advisors Inner CirclePairCorr
  0.97BEOIX Barrow Hanley ConcenPairCorr
  0.96BNIVX Advisors Inner CirclePairCorr
  0.99VVIAX Vanguard Value IndexPairCorr
  0.99DOXGX Dodge Cox StockPairCorr
  0.98AFMFX American MutualPairCorr
  0.98FFMMX American Funds AmericanPairCorr
  0.98FFFMX American Funds AmericanPairCorr
  0.98AMRMX American MutualPairCorr
  0.98AMFFX American MutualPairCorr
  0.98AMFCX American MutualPairCorr
  0.99DODGX Dodge Stock FundPairCorr
  0.99VIVAX Vanguard Value IndexPairCorr
  0.93CUBIX Calvert UnconstrainedPairCorr
  0.99VSPMX Vanguard Sp MidPairCorr
  0.99VSTSX Vanguard Total StockPairCorr
  0.98AGTHX Growth FundPairCorr
  0.97QMORX Aqr Large CapPairCorr
  0.92ICIFX Invesco ConservativePairCorr
  0.89TSDHX Tiaa Cref ShortPairCorr
  0.92AOUIX Angel Oak UltrashortPairCorr
  0.87FRIQX Fidelity Real EstatePairCorr
  0.97NEXIX Shelton Green AlphaPairCorr
  0.85PIMIX Pimco IncomePairCorr
  0.98RFFTX American Funds 2035PairCorr
  0.98LFTKX Mfs Lifetime 2065PairCorr
  0.97BGEHX Baillie Gifford EmergingPairCorr
  0.94FMUSX Federated MunicipalPairCorr
  0.96EEQIX Bts Enhanced EquityPairCorr
  0.97ECIBX Eaton Vance IncomePairCorr
  0.85MUBWX Manning Napier UnconPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Barrow Mutual Fund performing well and Barrow Hanley 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 Barrow Hanley'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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