Rational Dividend Correlations

Mutual Funds USA . 
Fund . Rational Dividend Capture
HDCAX Fund  USD 10.17  0.04  0.39%   
The current 90-days correlation between Rational Dividend Capture and United Kingdom Small is 0.35 (i.e., Weak diversification). The correlation of Rational Dividend 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.

Rational Dividend Correlation With Market

Very poor diversification

The correlation between Rational Dividend Capture and DJI is 0.82 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Rational Dividend Capture and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rational Dividend Capture. 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 Rational Mutual Fund

  0.98RNECX Rationalrgn Hedged EquityPairCorr
  0.98RNEAX Rationalrgn Hedged EquityPairCorr
  0.98RNEIX Rationalrgn Hedged EquityPairCorr
  0.91RDMAX Rational Dynamic MomentumPairCorr
  0.91RDMIX Rational Dynamic MomentumPairCorr
  0.9RDMCX Rational Dynamic MomentumPairCorr
  0.89RFXIX Rational Special SitPairCorr
  0.88RFXCX Rational Special SitPairCorr
  0.89RFXAX Rational Special SitPairCorr
  0.93HRSTX Rational Real StrategiesPairCorr
  0.93HRSAX Rational Real StrategiesPairCorr
  0.93HRSFX Rational Real StrategiesPairCorr
  0.99RHSAX Rational StrategicPairCorr
  0.99RHSIX Rational StrategicPairCorr
  0.99RHSCX Rational StrategicPairCorr
  0.97HSUAX Rational Defensive GrowthPairCorr
  0.97HSUCX Rational Defensive GrowthPairCorr
  0.99HBAFX Rational StrategicPairCorr
  0.97HSUTX Rational Defensive GrowthPairCorr
  1.0HDCEX Rational Dividend CapturePairCorr
  1.0HDCTX Rational Dividend CapturePairCorr
  0.91PBXIX Rationalpier 88 ConvPairCorr
  0.9PBXCX Rationalpier 88 ConvPairCorr
  0.91PBXAX Rationalpier 88 ConvPairCorr
  0.98JHQCX Jpmorgan Hedged EquityPairCorr
  0.98JHEQX Jpmorgan Hedged EquityPairCorr
  0.98JHQAX Jpmorgan Hedged EquityPairCorr
  0.99GTENX Gateway Fund ClassPairCorr
  0.99GTECX Gateway Fund ClassPairCorr
  0.99GTEYX Gateway Fund ClassPairCorr
  0.99GATEX Gateway Fund ClassPairCorr
  0.98JHDCX Jpmorgan Hedged EquityPairCorr
  0.98JHDRX Jpmorgan Hedged EquityPairCorr
  0.98JHDAX Jpmorgan Hedged EquityPairCorr
  0.97SMPIX Semiconductor Ultrasector Steady GrowthPairCorr
  0.97SMPSX Semiconductor Ultrasector Steady GrowthPairCorr
  0.86EMO Clearbridge Energy MlpPairCorr
  0.73OSPPX Oppenheimer Steelpath MlpPairCorr
  0.73SPMPX Invesco Steelpath MlpPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Rational Mutual Fund performing well and Rational Dividend 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 Rational Dividend'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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