Oakhurst Fixed Correlations

OHFIX Fund

USD 8.77 0.02 0.23%

The current 90-days correlation between Oakhurst Fixed Income and Oakhurst Strategic Defined is 0.15 (i.e., Average diversification). The correlation of Oakhurst Fixed 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.

Oakhurst Fixed Correlation With Market

Modest diversification

The correlation between Oakhurst Fixed Income and DJI is 0.25 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Oakhurst Fixed Income and DJI in the same portfolio, assuming nothing else is changed.

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakhurst Fixed Income. 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 Oakhurst Mutual Fund

0.63	OASDX	Oakhurst Strategic	Pair Corr
0.97	MWTNX	Metropolitan West Total	Pair Corr
0.97	MWTSX	Metropolitan West Total	Pair Corr
0.97	PTTPX	Pimco Total Return	Pair Corr
0.97	PTRRX	Total Return	Pair Corr
0.97	PTRAX	Total Return	Pair Corr
0.98	PTTRX	Total Return	Pair Corr
0.98	FIWGX	Strategic Advisers	Pair Corr
0.98	DODIX	Dodge Income	Pair Corr
0.98	MWTIX	Metropolitan West Total	Pair Corr
0.97	MWTRX	Metropolitan West Total	Pair Corr
0.66	FTYPX	Fidelity Freedom Index	Pair Corr
0.66	FFBTX	Fidelity Freedom Blend	Pair Corr
0.7	GAAVX	Gmo Alternative Allo	Pair Corr
0.64	GQLOX	Gmo Quality Fund	Pair Corr
0.71	GHVIX	Gmo High Yield	Pair Corr
0.64	GMCQX	Gmo Equity Allocation	Pair Corr
0.64	PHJBX	Principal Lifetime Hybrid	Pair Corr
0.64	VFIAX	Vanguard 500 Index	Pair Corr
0.71	JSIIX	Jpmorgan Smartretirement	Pair Corr
0.61	POLIX	Polen Growth	Pair Corr
0.61	TBDQX	Pgim Jennison Diversified	Pair Corr
0.7	GAORX	Jpmorgan Global Allo	Pair Corr
0.95	MGBOX	Mfs Global Bond	Pair Corr
0.64	JRLZX	Retirement Living Through	Pair Corr
0.65	ADGAX	Ab E Opportunities	Pair Corr
0.96	GSBPX	Goldman Sachs Mortgages	Pair Corr
0.62	PEIRX	Pnc International Equity	Pair Corr
0.65	CIGCX	Calamos International	Pair Corr
0.67	WGAYX	Wells Fargo Spectrum	Pair Corr
0.61	FSLBX	Brokerage And Investment	Pair Corr

Related Correlations Analysis

	OASDX	OHFIX	OHSHX	OHSDX	FFTYX	SDHAX	INFCX	MMEAX	MMMSX	RLBCX
OASDX		0.63	0.95	0.7	1.0	0.91	0.88	0.98	0.98	0.99	OASDX
OHFIX	0.63		0.59	0.57	0.61	0.75	0.63	0.61	0.59	0.72	OHFIX
OHSHX	0.95	0.59		0.77	0.96	0.89	0.88	0.91	0.91	0.94	OHSHX
OHSDX	0.7	0.57	0.77		0.7	0.69	0.64	0.63	0.65	0.7	OHSDX
FFTYX	1.0	0.61	0.96	0.7		0.91	0.88	0.98	0.98	0.98	FFTYX
SDHAX	0.91	0.75	0.89	0.69	0.91		0.84	0.9	0.89	0.93	SDHAX
INFCX	0.88	0.63	0.88	0.64	0.88	0.84		0.88	0.87	0.89	INFCX
MMEAX	0.98	0.61	0.91	0.63	0.98	0.9	0.88		0.99	0.96	MMEAX
MMMSX	0.98	0.59	0.91	0.65	0.98	0.89	0.87	0.99		0.96	MMMSX
RLBCX	0.99	0.72	0.94	0.7	0.98	0.93	0.89	0.96	0.96		RLBCX
	OASDX	OHFIX	OHSHX	OHSDX	FFTYX	SDHAX	INFCX	MMEAX	MMMSX	RLBCX

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Risk-Adjusted Indicators

There is a big difference between Oakhurst Mutual Fund performing well and Oakhurst Fixed 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 Oakhurst Fixed'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.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
OASDX	0.38	0.06	0.00	0.25	0.26	(0.48)	1.16	(0.58)	2.92
OHFIX	0.23	0.00	(0.39)	0.18	0.19	(0.30)	0.46	(0.46)	1.04
OHSHX	0.13	0.04	(0.46)	0.52	0.00	(0.24)	0.37	(0.12)	0.98
OHSDX	0.09	0.00	(0.62)	0.30	0.05	(0.13)	0.21	(0.21)	0.64
FFTYX	0.69	0.14	0.14	0.28	0.48	(0.80)	1.99	(1.59)	5.11
SDHAX	0.11	0.01	(0.70)	0.36	0.00	(0.16)	0.22	(0.21)	0.72
INFCX	0.71	0.11	0.01	0.62	0.72	(0.76)	1.52	(1.37)	5.25
MMEAX	0.98	0.17	0.15	0.29	0.87	(1.12)	2.58	(1.77)	6.04
MMMSX	0.88	0.11	0.11	0.24	0.81	(1.09)	2.28	(1.69)	6.58
RLBCX	0.39	0.09	0.05	0.29	0.19	(0.46)	1.31	(0.87)	2.72

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Oakhurst Fixed Correlations

Oakhurst Fixed Correlation With Market

Modest diversification

Moving together with Oakhurst Mutual Fund

Related Correlations Analysis

Risk-Adjusted Indicators

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