Dfa Social Correlations

Mutual Funds USA . 
Fund . Dfa Social Fixed
DSFIX Fund  USD 9.30  0.01  0.11%   
The current 90-days correlation between Dfa Social Fixed and Franklin High Yield is 0.23 (i.e., Modest diversification). The correlation of Dfa Social 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.

Dfa Social Correlation With Market

Good diversification

The correlation between Dfa Social Fixed and DJI is -0.13 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dfa Social Fixed and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dfa Social Fixed. 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 Dfa Mutual Fund

  0.86VBTLX Vanguard Total BondPairCorr
  0.8VBMFX Vanguard Total BondPairCorr
  0.8VBTIX Vanguard Total BondPairCorr
  0.82VTBSX Vanguard Total BondPairCorr
  0.82VTBIX Vanguard Total BondPairCorr
  0.82VTBNX Vanguard Total BondPairCorr
  0.81FBOFX American FundsPairCorr
  0.81FFBOX American FundsPairCorr
  0.79BFAFX Bond FundPairCorr
  0.79ABNDX Bond FundPairCorr
  0.77VTSAX Vanguard Total StockPairCorr
  0.84VFIAX Vanguard 500 IndexPairCorr
  0.84VTSMX Vanguard Total StockPairCorr
  0.84VSMPX Vanguard Total StockPairCorr
  0.84VSTSX Vanguard Total StockPairCorr
  0.77VITSX Vanguard Total StockPairCorr
  0.84VFINX Vanguard 500 IndexPairCorr
  0.84VFFSX Vanguard 500 IndexPairCorr
  0.83VGTSX Vanguard Total InterPairCorr
  0.83VTIAX Vanguard Total InterPairCorr
  0.78IBM International BusinessPairCorr
  0.74WMT WalmartPairCorr
  0.85GE GE AerospacePairCorr
  0.64JNJ Johnson JohnsonPairCorr
  0.76CAT CaterpillarPairCorr
  0.65AXP American ExpressPairCorr
  0.63CSCO Cisco Systems Earnings Call This WeekPairCorr

Moving against Dfa Mutual Fund

  0.77DIS Walt Disney Earnings Call This WeekPairCorr
  0.66BA BoeingPairCorr
  0.46HD Home DepotPairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Dfa Mutual Fund performing well and Dfa Social 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 Dfa Social'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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