Wilshire 5000 Correlations

Wilshire 5000 Correlation With Market

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wilshire 5000 Index. 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 real.

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations    IWV + 1.0 SWTSX DTLVX + 0.97 SWTSX DTLVX + 0.97 IWV SWTSX + 0.0 WINDX VRTTX + 0.0 WINDX IWV + 0.0 WINDX

High negative correlations    DTLVX - 0.0 VRTTX IWV - 0.0 VRTTX VRTTX - 0.0 SWTSX DTLVX - 0.0 WINDX IWV - 0.0 WINDX VRTTX - 0.0 WINDX

Risk-Adjusted Indicators

There is a big difference between Wilshire Mutual Fund performing well and Wilshire 5000 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 Wilshire 5000'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.