Aptus Deferred Correlations

DEFR Etf

27.03 0.06 0.22%

The current 90-days correlation between Aptus Deferred Income and IDX Dynamic Fixed is -0.05 (i.e., Good diversification). The correlation of Aptus Deferred 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.

Aptus Deferred Correlation With Market

Poor diversification

The correlation between Aptus Deferred Income and DJI is 0.64 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Aptus Deferred Income and DJI in the same portfolio, assuming nothing else is changed.

Build AI portfolio with Aptus Etf

Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Aptus Deferred Income. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.

Moving together with Aptus Etf

0.76	BND	Vanguard Total Bond Sell-off Trend	Pair Corr
0.64	VTV	Vanguard Value Index	Pair Corr
0.66	VO	Vanguard Mid Cap	Pair Corr
0.63	VEA	Vanguard FTSE Developed	Pair Corr
0.63	VB	Vanguard Small Cap	Pair Corr
0.63	CPST	Calamos ETF Trust	Pair Corr
0.71	DFSD	Dimensional ETF Trust	Pair Corr
0.62	ESML	iShares ESG Aware	Pair Corr
0.72	JEPI	JPMorgan Equity Premium	Pair Corr
0.64	GPT	Intelligent Alpha Atlas Symbol Change	Pair Corr
0.64	NULV	Nuveen ESG Large	Pair Corr
0.63	REGL	ProShares SP MidCap	Pair Corr
0.62	SIXJ	AIM ETF Products	Pair Corr
0.65	FB	ProShares Trust ProShares	Pair Corr
0.65	IQSZ	Invesco Actively Managed	Pair Corr
0.64	IBTM	iShares iBonds Dec	Pair Corr
0.66	TAXT	Northern Trust Tax	Pair Corr
0.63	PSFD	Pacer Swan SOS	Pair Corr
0.63	JANW	AIM ETF Products	Pair Corr

Moving against Aptus Etf

0.41

MPAY

Exchange Traded Concepts

Pair Corr

Related Correlations Analysis

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		-0.38	-0.43	0.41	0.14	-0.49	-0.08	0.34	0.45	0.41	META
MSFT	-0.38		0.81	-0.55	-0.68	0.73	0.83	0.07	-0.86	-0.91	MSFT
UBER	-0.43	0.81		-0.49	-0.53	0.8	0.58	-0.08	-0.8	-0.76	UBER
F	0.41	-0.55	-0.49		0.14	-0.45	-0.28	0.28	0.7	0.62	F
T	0.14	-0.68	-0.53	0.14		-0.44	-0.77	-0.14	0.45	0.6	T
A	-0.49	0.73	0.8	-0.45	-0.44		0.52	-0.02	-0.66	-0.79	A
CRM	-0.08	0.83	0.58	-0.28	-0.77	0.52		0.44	-0.61	-0.82	CRM
JPM	0.34	0.07	-0.08	0.28	-0.14	-0.02	0.44		0.21	-0.09	JPM
MRK	0.45	-0.86	-0.8	0.7	0.45	-0.66	-0.61	0.21		0.84	MRK
XOM	0.41	-0.91	-0.76	0.62	0.6	-0.79	-0.82	-0.09	0.84		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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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

XOM	+ 0.84	MRK
CRM	+ 0.83	MSFT
UBER	+ 0.81	MSFT
A	+ 0.8	UBER
A	+ 0.73	MSFT
MRK	+ 0.7	F

High negative correlations

XOM	- 0.91	MSFT
MRK	- 0.86	MSFT
XOM	- 0.82	CRM
MRK	- 0.8	UBER
XOM	- 0.79	A
CRM	- 0.77	T

Aptus Deferred Competition Risk-Adjusted Indicators

There is a big difference between Aptus Etf performing well and Aptus Deferred ETF 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 Aptus Deferred'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
META	1.50	0.02	0.00	0.07	1.52	(1.82)	3.43	(2.82)	13.69
MSFT	1.32	(0.38)	0.00	(1.03)	0.00	0.00	1.90	(2.74)	13.28
UBER	1.51	(0.44)	0.00	(0.83)	0.00	0.00	2.41	(3.82)	11.09
F	1.21	0.07	0.05	0.13	1.18	(1.44)	3.34	(2.30)	7.16
T	1.00	0.21	0.17	6.48	0.77	(1.18)	3.87	(1.54)	5.31
A	1.25	(0.33)	0.00	(0.22)	0.00	0.00	2.90	(2.73)	7.85
CRM	1.71	(0.45)	0.00	(0.42)	0.00	0.00	2.94	(4.75)	12.37
JPM	1.27	(0.10)	0.00	(0.02)	0.00	0.00	2.34	(3.11)	7.38
MRK	1.29	0.43	0.31	0.78	1.00	(1.59)	2.93	(1.98)	8.74
XOM	1.25	0.32	0.20	1.60	1.14	(1.43)	2.68	(2.12)	6.83

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