Dean Small Correlations

Mutual Funds . USA . 
Fund . Dean Small Cap
DASCX Fund  USD 20.89  0.43  2.02%   
The current 90-days correlation between Dean Small Cap and Blackrock Inflation Protected is 0.07 (i.e., Significant diversification). The correlation of Dean Small 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.

Dean Small Correlation With Market

Very weak diversification

The correlation between Dean Small Cap and DJI is 0.49 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dean Small Cap and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dean Small Cap. 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 unemployment.

Moving together with Dean Mutual Fund

  0.9DAEIX Unified Series TrustPairCorr
  0.88DALCX Dean Mid CapPairCorr
  0.9VSIIX Vanguard Small CapPairCorr
  0.9VISVX Vanguard Small CapPairCorr
  0.88DFSVX Us Small CapPairCorr
  0.63DFFVX Us Targeted ValuePairCorr
  0.86UBVCX Undiscovered ManagersPairCorr
  0.93UBVAX Undiscovered ManagersPairCorr
  0.94UBVSX Undiscovered ManagersPairCorr
  0.79VSMCX Invesco Small CapPairCorr
  0.8BRUFX Bruce Fund BrucePairCorr
  0.68SPGSX State Street PremierPairCorr
  0.75FMFTX Materials PortfolioPairCorr
  0.8EMRSX Jpmorgan Emerging MarketsPairCorr
  0.76RWGFX Riverpark/wedgewoodPairCorr
  0.86MCTOX Modern Capital TacticalPairCorr
  0.85BPLSX Boston Partners LongshortPairCorr
  0.77LSVVX Lsv Servative ValuePairCorr
  0.79FSEDX Fidelity Series EmergingPairCorr
  0.87CMSCX Columbia Small CapPairCorr
  0.63MRVSX Victory Integrity SmallPairCorr
  0.86GVCAX Gabelli ValuePairCorr
  0.81HFCVX Hennessy Nerstone ValuePairCorr
  0.91AABZX American Century OnePairCorr
  0.69VIAAX Vanguard InternationalPairCorr
  0.94TILVX Tiaa Cref LargePairCorr
  0.83CLBFX American BalancedPairCorr
  0.78REMYX Emerging MarketsPairCorr
  0.61GTSCX Small Cap EquityPairCorr
  0.9VESGX Vanguard Global EsgPairCorr

Related Correlations Analysis


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

GPMFX
+ 0.95
AMFAX
AMFAX
+ 0.91
LFTAX
GPMFX
+ 0.88
LFTAX
BPRCX
+ 0.73
QCILIX
GPMFX
+ 0.37
QCILIX
LFTAX
+ 0.26
QCILIX
  

High negative correlations

BPRCX
- 0.06
LFTAX

Risk-Adjusted Indicators

There is a big difference between Dean Mutual Fund performing well and Dean Small 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 Dean Small'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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