Capital Income Correlations

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Fund . Capital Income Builder
The correlation of Capital Income 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.
  
Check out Trending Equities to better understand how to build diversified portfolios. 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 bureau of labor statistics.

Moving together with Capital Mutual Fund

  0.9AMECX Income FundPairCorr
  0.96AMFCX American MutualPairCorr
  0.69AMFFX American MutualPairCorr
  0.86CUSEX Capital Group EquityPairCorr
  0.74AMHIX American High IncomePairCorr
  0.76AMPCX Amcap Fund ClassPairCorr
  0.92TEPFX American Funds TaxPairCorr
  0.76EMGEX Emerging Markets GrowthPairCorr
  0.82ANCFX American Funds FundaPairCorr
  0.89NPFCX New PerspectivePairCorr
  0.94NPFFX New PerspectivePairCorr
  0.9ANWPX New PerspectivePairCorr
  0.92BALFX American BalancedPairCorr
  0.9BALCX American BalancedPairCorr
  0.92CWGIX Capital World GrowthPairCorr
  0.96CWGFX Capital World GrowthPairCorr
  0.87WSHFX Washington MutualPairCorr
  0.9WSHCX Washington MutualPairCorr
  0.93FAETX American Funds 2030PairCorr
  0.72WBFFX Capital World BondPairCorr
  0.94FAFWX American Funds RetirementPairCorr
  0.9FAJTX American Funds 2055PairCorr
  0.95FAOTX American Funds 2020PairCorr
  0.92FAQTX American Funds 2035PairCorr
  0.94FAPTX American Funds 2025PairCorr
  0.7FATTX American Funds 2045PairCorr
  0.91FAUTX American Funds 2040PairCorr
  0.83GWPAX American Funds GrowthPairCorr
  0.88GWPCX American Funds GrowthPairCorr
  0.74GWPFX American Funds GrowthPairCorr
  0.69FAWTX American Funds 2060PairCorr
  0.86GFACX Growth FundPairCorr
  0.86GFAFX Growth FundPairCorr
  0.95INPFX American Funds IncomePairCorr
  0.9SCWFX Smallcap WorldPairCorr
  0.95FBFWX American Funds RetirementPairCorr

Moving against Capital Mutual Fund

  0.47AMRMX American MutualPairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Capital Mutual Fund performing well and Capital Income 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 Capital Income'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CIRAX  0.38  0.13  0.13 (17.07) 0.25 
(0.43)
 0.82 
(0.73)
 2.29 
CIBFX  0.44  0.18  0.30  0.49  0.00 
(0.54)
 0.90 
(0.60)
 6.49 
RIRGX  0.43  0.20  0.27 (6.62) 0.00 
(0.52)
 0.90 
(0.60)
 5.82 
AMECX  0.46  0.25  0.44 (1.76) 0.00 
(0.58)
 0.79 
(0.59)
 7.40 
IFAFX  0.34  0.12  0.18  0.37  0.00 
(0.40)
 0.78 
(0.62)
 1.91 
RIDGX  0.45  0.23  0.43  0.70  0.00 
(0.56)
 0.79 
(0.62)
 7.35 
SWPPX  0.58  0.00 (0.02) 0.05  0.84 
(0.59)
 1.15 
(1.53)
 3.73 
RWICX  0.78  0.27  0.27  0.59  0.38 
(0.90)
 1.26 
(1.35)
 11.04 
AEPGX  0.81  0.30  0.26  7.91  0.41 
(0.91)
 1.70 
(1.36)
 12.22 
RERHX  0.80  0.26  0.26  0.46  0.39 
(0.88)
 1.71 
(1.34)
 12.29 

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