Investment Managers Correlations

Mutual Funds . USA . 
Fund . Investment Managers Series
EPGIX Fund  USD 14.61  0.47  3.32%   
The current 90-days correlation between Investment Managers and Europac International Value is -0.07 (i.e., Good diversification). The correlation of Investment Managers 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.

Investment Managers Correlation With Market

Very good diversification

The correlation between Investment Managers Series and DJI is -0.37 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Investment Managers Series 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 Investment Managers Series. 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 Investment Mutual Fund

  0.74EPASX Ep Emerging MarketsPairCorr
  0.82EPBIX Europac InternationalPairCorr
  0.94EPDIX Europac InternationalPairCorr
  0.73EPEIX Ep Emerging MarketsPairCorr
  0.94EPDPX Europac InternationalPairCorr
  0.94EPGFX Europac GoldPairCorr
  0.82EPIBX Europac InternationalPairCorr
  0.93EPIVX Europac InternationalPairCorr
  0.97EPVIX Europac InternationalPairCorr
  0.85SGGDX First Eagle GoldPairCorr
  0.93FEGIX First Eagle GoldPairCorr
  0.84FEGOX First Eagle GoldPairCorr
  0.84OPGSX Oppenheimer Gold SpecPairCorr
  0.89OGMCX Oppenheimer Gold Special Steady GrowthPairCorr
  0.96FSAGX Gold Portfolio GoldPairCorr
  0.96FIJDX Gold Portfolio FidelityPairCorr
  0.77LIIAX Columbia Porate IncomePairCorr
  0.77SRINX Columbia Porate IncomePairCorr
  0.66WRHIX Ivy High IncomePairCorr
  0.68WHIAX Ivy High IncomePairCorr
  0.69IHIFX Ivy High IncomePairCorr
  0.68IVHIX Ivy High IncomePairCorr
  0.65JAABX Jpmorgan SmartretirementPairCorr
  0.66VSQCX Invesco Global ResponsPairCorr
  0.74MUHLX Muhlenkamp Fund InstPairCorr
  0.66GLCGX Goldman Sachs LargePairCorr
  0.73OAZCX Oakmark BondPairCorr
  0.71BLDRX Blackrock Managed IncomePairCorr
  0.64IQRIX Acr International QualityPairCorr
  0.71MHYIX Mainstay High YieldPairCorr
  0.65BOMCX Collegeadvantage 529PairCorr
  0.65JABEX Jhancock MultimanagerPairCorr
  0.69UEPIX Europe 30 ProfundPairCorr
  0.77BNDIX Total Return BondPairCorr
  0.68SNOAX Snow Capital OpportunityPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Investment Mutual Fund performing well and Investment Managers 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 Investment Managers' 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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