Eagle Capital Correlations

Mutual Funds . USA . 
Fund . Eagle Capital Appreciation
HRCPX Fund  USD 59.63  0.37  0.62%   
The current 90-days correlation between Eagle Capital Apprec and Pace Smallmedium Value is -0.14 (i.e., Good diversification). The correlation of Eagle Capital 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.

Eagle Capital Correlation With Market

Good diversification

The correlation between Eagle Capital Appreciation and DJI is -0.06 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Eagle Capital Appreciation 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 Eagle Capital Appreciation. 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 american community survey.

Moving together with Eagle Mutual Fund

  0.66CWFIX Chartwell Short DurationPairCorr
  0.75CWFCX Carillon Chartwell ShortPairCorr
  0.74CWFAX Chartwell Short DurationPairCorr
  0.74CWFRX Carillon Chartwell ShortPairCorr
  0.65HIGCX Eagle Growth IncomePairCorr
  0.74HIGJX Eagle Growth IncomePairCorr
  0.74HIGUX Eagle Growth IncomePairCorr
  0.92CWSIX Chartwell Small CapPairCorr
  0.96CWSGX Chartwell Small CapPairCorr
  0.71CWSHX Carillon Chartwell SmallPairCorr
  0.95CWSCX Carillon Chartwell SmallPairCorr
  0.98CWSAX Carillon Chartwell SmallPairCorr
  0.96CWSBX Carillon Chartwell SmallPairCorr
  0.92CWSWX Carillon Chartwell SmallPairCorr
  0.98CWSRX Columbia Large CapPairCorr
  0.75SUBTX Carillon Reams UnconPairCorr
  0.76SUBDX Carillon Reams UnconPairCorr
  0.76SUBFX Scout Unconstrained BondPairCorr
  0.75SUBEX Carillon Reams UnconPairCorr
  0.69SCPEX Carillon Reams CorePairCorr
  0.69SCPDX Carillon Reams CorePairCorr
  0.71SCPWX Carillon Reams CorePairCorr
  0.7SCPZX Scout E PlusPairCorr
  0.98UMBMX Scout Mid CapPairCorr
  0.95UMBHX Scout Small CapPairCorr
  0.93BERSX Carillon Chartwell RealPairCorr
  0.65BERIX Berwyn IncomePairCorr
  0.93BERHX Carillon Chartwell RealPairCorr
  0.96BERDX Carillon Chartwell MidPairCorr
  0.98BERBX Carillon Chartwell MidPairCorr
  0.98BERCX Berwyn CornerstonePairCorr
  0.96BERAX Carillon Chartwell MidPairCorr
  0.99HRCCX Eagle Capital ApprecPairCorr
  0.77HRCIX Eagle Capital ApprecPairCorr
  0.98HRAUX Eagle Mid CapPairCorr
  1.0HRCUX Eagle Capital ApprecPairCorr
  0.97HRCVX Eagle Growth IncomePairCorr
  0.98HRSCX Eagle Small CapPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Eagle Mutual Fund performing well and Eagle Capital 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 Eagle Capital'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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