Smead Value Correlations

Mutual Funds . USA . 
Fund . Smead Value Fund
SVFCX Fund  USD 73.17  0.23  0.31%   
The current 90-days correlation between Smead Value Fund and Matthew 25 Fund is -0.17 (i.e., Good diversification). The correlation of Smead Value 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.

Smead Value Correlation With Market

Poor diversification

The correlation between Smead Value Fund and DJI is 0.72 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Smead Value Fund and DJI in the same portfolio, assuming nothing else is changed.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Smead Value Fund. 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 main economic indicators.

Moving together with Smead Mutual Fund

  1.0SVFAX Smead Value Fund Potential GrowthPairCorr
  1.0SVFKX Smead Value Fund Potential GrowthPairCorr
  1.0SVFDX Smead Value Fund Potential GrowthPairCorr
  1.0SVFFX Smead Value Fund Potential GrowthPairCorr
  1.0SVFYX Smead Value Fund Potential GrowthPairCorr
  0.92SVXYX Smead International ValuePairCorr
  0.92SVXFX Smead Funds TrustPairCorr
  0.92SVXAX Smead Funds TrustPairCorr
  0.92SVXLX Smead Funds TrustPairCorr
  0.74SMVLX Smead Value Fund Potential GrowthPairCorr
  0.67VVIAX Vanguard Value IndexPairCorr
  0.69DOXGX Dodge Cox StockPairCorr
  0.95AFMFX American MutualPairCorr
  0.95FFMMX American Funds AmericanPairCorr
  0.95FFFMX American Funds AmericanPairCorr
  0.64AMRMX American MutualPairCorr
  0.64AMFFX American MutualPairCorr
  0.64AMFCX American MutualPairCorr
  0.69DODGX Dodge Stock FundPairCorr
  0.67VIVAX Vanguard Value IndexPairCorr
  0.71GAAKX Gmo Alternative AlloPairCorr
  0.7GAAGX Gmo Alternative AlloPairCorr
  0.94GGCCX Gabelli GrowthPairCorr
  0.62PDARX Diversified Real AssetPairCorr
  0.92PPILX Deutsche Short DurationPairCorr
  0.79KAMIX Kensington Managed IncomePairCorr
  0.96SWEGX Schwab Markettrack AllPairCorr
  0.65HSIIX Eagle Small CapPairCorr

Moving against Smead Mutual Fund

  0.36GPMFX Guidepath Managed FuturesPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Smead Mutual Fund performing well and Smead Value 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 Smead Value'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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